Stock Taper 
SLATE PATH CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 13.52K | $15.88M |
 UnitedHealth Group Incorporated | UNH | 28.3K | $11.76M |
 XPO Logistics, Inc. | XPO | 100.6K | $20.65M |
 Coinbase Global, Inc. | COIN | 263.38K | $38.5M |
 NewAmsterdam Pharma Company N.V. | NAMS | 319K | $10.81M |
 Texas Instruments Incorporated | TXN | 495.52K | $147.7M |
 Circle Internet Group | CRCL | 567.3K | $35.53M |
 Whirlpool Corporation | WHR | 662.3K | $26.11M |
 Humana Inc. | HUM | 1.08M | $428.97M |
 Akamai Technologies, Inc. | AKAM | 1.2M | $141.47M |
 Nucor Corporation | NUE | 1.26M | $280.39M |
 ON Semiconductor Corporation | ON | 1.27M | $120M |
 GDS Holdings Limited | GDS | 1.5M | $45.08M |
 CarMax, Inc. | KMX | 1.83M | $96.67M |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 2M | $61.48M |
 FedEx Freight Holding Company, Inc. | FDXF | 2.25M | $339.33M |
 Union Pacific Corporation | UNP | 2.3M | $626.31M |
 Enphase Energy, Inc. | ENPH | 2.59M | $127.39M |
 Aptiv PLC | APTV | 2.65M | $162.66M |
 Hyperliquid Strategies Inc Common Stock | PURR | 2.72M | $21.4M |