Slate Path Capital LP

Position in STM — STMicroelectronics N.V.

CIK 1559706 New York, NY

Position in STM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$392,402,181

+$180,769,611 QoQ

Shares Held

5,239,714

-14.5% QoQ

Ownership

0.587%

of shares outstanding

% of Portfolio

5.43%

of 13F equity value

Holder Rank

of 602 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Slate Path Capital LP holds $874,244,948 across 4 Semiconductors names. STM ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STM	STMicroelectronics N.V. This page	5,239,714	$392,402,181
2	WOLF	Wolfspeed, Inc.	4,438,156	$214,141,027
3	TXN	Texas Instruments Inc	495,521	$147,699,944
4	ON	On Semiconductor Corp	1,269,323	$120,001,796

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,402,181	5,239,714	-14.5%	Shares	Sole	2026-08-14
2026-03-31	$211,632,570	6,125,400	+16.0%	Shares	Sole	2026-05-15
2025-12-31	$136,976,170	5,280,500	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.