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Slate Path Capital LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Slate Path Capital LP

报告期 2026-03-31 · CIK 0001559706

持仓数

44

前50大市值合计

$6.73B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

25Q4 调仓2025-09-30 → 2025-12-31 · 共 61 项建仓 15增持 12减持 19清仓 15

方向

标的

Δ市值

现股数(环比)

建仓

ON ON SEMICONDUCTOR CORP

+$567.5M

10,480,200

清仓

SNDK SANDISK CORP

-$302.2M

0 -100%

建仓

FCX FREEPORT-MCMORAN INC

+$261.8M

5,155,000

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

HUM HUMANA INC

+$244.1M

953,000

清仓

WBD WARNER BROS DISCOVERY INC

-$230.5M

0 -100%

增持

RKT ROCKET COS INC

+$230.0M

25,689,300 +86%

建仓

KNX KNIGHT-SWIFT TRANSN HLDGS IN

+$224.1M

4,285,700

减持

UNP UNION PAC CORP

-$212.1M

750,204 -54%

增持

TWLO TWILIO INC

+$176.7M

1,562,600 +244%

清仓

TEVA TEVA PHARMACEUTICAL INDS LTD

-$160.1M

0 -100%

建仓

Q QNITY ELECTRONICS INC

+$156.5M

1,916,800

增持

HPE HEWLETT PACKARD ENTERPRISE C

+$156.0M

24,396,242 +39%

清仓

— SEAGATE TECHNOLOGY HLDNGS PL

-$155.5M

0 -100%

清仓

UPST UPSTART HLDGS INC

-$138.8M

0 -100%

建仓

STM STMICROELECTRONICS N V

+$137.0M

5,280,500

减持

WDC WESTERN DIGITAL CORP

-$114.7M

321,278 -77%

增持

— GLOBALFOUNDRIES INC

+$106.2M

4,856,000 +174%

增持

DAL DELTA AIR LINES INC DEL

+$104.7M

2,927,048 +69%

增持

UAL UNITED AIRLS HLDGS INC

+$99.6M

1,889,952 +63%

增持

GTLB GITLAB INC

+$82.0M

5,973,800 +89%

清仓

GE GE AEROSPACE

-$77.2M

0 -100%

建仓

FIGR FIGURE TECHNOLOGY SOLUTIO

+$75.7M

1,853,900

减持

B BARRICK MNG CORP

-$72.1M

263,552 -90%

清仓

STNE STONECO LTD

-$71.5M

0 -100%

减持

NEM NEWMONT CORP

-$71.3M

108,936 -89%

建仓

NKE NIKE INC

+$70.5M

1,106,400

增持

— JAMES HARDIE INDS PLC

+$67.5M

5,364,500 +135%

减持

U UNITY SOFTWARE INC

-$65.8M

8,200,752 -23%

增持

NUE NUCOR CORP

+$63.2M

1,664,170 +8%

建仓

— AMBARELLA INC

+$57.7M

814,400

增持

CLF CLEVELAND-CLIFFS INC NEW

+$56.7M

22,416,281 +13%

清仓

DOW DOW INC

-$56.5M

0 -100%

清仓

— LYONDELLBASELL INDUSTRIES N

-$55.3M

0 -100%

减持

PAAS PAN AMERN SILVER CORP

-$54.6M

1,334,280 -58%

减持

COIN COINBASE GLOBAL INC

-$53.1M

251,980 -23%

清仓

SNAP SNAP INC

-$51.7M

0 -100%

建仓

FISV FISERV INC

+$48.9M

727,400

清仓

RUN SUNRUN INC

-$47.3M

0 -100%

减持

PSKY PARAMOUNT SKYDANCE CORP

-$43.9M

5,093,293 -14%

减持

NOK NOKIA CORP

+$40.5M

33,686,602 -9%

减持

WHR WHIRLPOOL CORP

-$34.0M

433,700 -48%

减持

IP INTERNATIONAL PAPER CO

-$29.2M

2,577,076 -9%

清仓

UWMC UWM HOLDINGS CORPORATION

-$28.3M

0 -100%

减持

AAL AMERICAN AIRLS GROUP INC

+$26.3M

9,034,394 -9%

清仓

SBSW SIBANYE STILLWATER LTD

-$21.6M

0 -100%

建仓

NVTS NAVITAS SEMICONDUCTOR CORP

+$20.6M

2,880,200

减持

— AMRIZE LTD

+$19.7M

5,859,119 -4%

建仓

STUB STUBHUB HLDGS INC

+$19.7M

1,459,200

建仓

LULU LULULEMON ATHLETICA INC

+$18.4M

88,600

建仓

CSX CSX CORP

+$17.4M

479,800

清仓

LEN LENNAR CORP

-$15.6M

0 -100%

增持

EQT EQT CORP

+$12.9M

6,272,388 +6%

减持

— AERCAP HOLDINGS NV

+$11.2M

938,144 -8%

增持

— APTIV PLC

-$8.9M

896,277 +0%

建仓

KRE SPDR SERIES TRUST

+$8.4M

130,003

清仓

— SMURFIT WESTROCK PLC

-$8.0M

0 -100%

减持

GLW CORNING INC

-$7.7M

871,200 -15%

减持

GEV GE VERNOVA INC

-$6.6M

119,158 -13%

减持

NYT NEW YORK TIMES CO

-$6.2M

139,039 -50%

减持

ARWR ARROWHEAD PHARMACEUTICALS IN

-$4.3M

2,523,500 -49%

减持

EXE EXPAND ENERGY CORPORATION

+$1.3M

1,567,514 -3%