SLATE PATH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TVRD | 704K | $27.44M |
 | STX | 659K | $155.53M |
 | TWLO | 455K | $45.53M |
 | AUROW | 438K | $253.75K |
 | COIN | 326K | $110.08M |
 | NAMS | 319K | $9.07M |
 | NYT | 276K | $15.86M |
 | GE | 257K | $77.25M |
 | SW | 187K | $7.96M |
 | GEV | 137K | $84.46M |
 | LEN | 124K | $15.64M |
Tvardi Therapeutics, Inc.
TVRD
Shares Held
704K
Value
$27.44M
Seagate Technology Holdings plc
STX
Shares Held
659K
Value
$155.53M
Twilio Inc.
TWLO
Shares Held
455K
Value
$45.53M
Aurora Innovation, Inc.
AUROW
Shares Held
438K
Value
$253.75K
Coinbase Global, Inc.
COIN
Shares Held
326K
Value
$110.08M
NewAmsterdam Pharma Company N.V.
NAMS
Shares Held
319K
Value
$9.07M
The New York Times Company
NYT
Shares Held
276K
Value
$15.86M
GE Aerospace
GE
Shares Held
257K
Value
$77.25M
Smurfit Westrock Plc
SW
Shares Held
187K
Value
$7.96M
GE Vernova Inc.
GEV
Shares Held
137K
Value
$84.46M
Lennar Corporation
LEN
Shares Held
124K
Value
$15.64M