SmartMoneyDB

Slate Path Capital LP

NEW YORK, NY · CIK 0001559706

Portfolio Value: $1.85B
Positions: 14
Period: 2013-06-30
Filed: 2013-08-14

Portfolio Value

$1.85B

Positions

14

New

14

Increased

0

Decreased

0

Sold Out

0

Slate Path Capital LP Q2 2013 13F Filing Summary

Slate Path Capital LP (NEW YORK, NY) reported a portfolio value of $1.85B across 14 positions in their Q2 2013 SEC 13F filing (period ending 2013-06-30). Top holdings include SPY ($529.39M), AIG ($199.59M), GOOGLE INC ($165.51M). The top 10 positions account for 90.2% of the portfolio. This quarter saw 14 new positions. Notable new buys: SPY ($529.39M), AIG ($199.59M), GOOGLE INC ($165.51M).

All Holdings

#StockValueWeightChange
1
SPYSPDR S&P 500 ETF TR
TR UNIT
$529.39M
28.62%
New
2
AIGAMERICAN INTL GROUP INC
COM NEW
$199.59M
10.79%
New
3
GOOGLE INC
CL A
$165.51M
8.95%
New
4
CHTRCHARTER COMMUNICATIONS INC D
CL A NEW
$138.09M
7.47%
New
5
COLFAX CORP
COM
$123.24M
6.66%
New
6
NFLXNETFLIX INC
COM
$118.21M
6.39%
New
7
SIRISIRIUS XM RADIO INC
COM
$105.63M
5.71%
New
8
THCHENDO HEALTH SOLUTIONS INC
COM
$101.91M
5.51%
New
9
LNGCHENIERE ENERGY INC
COM NEW
$100.77M
5.45%
New
10
IACVIACOM INC NEW
CL B
$85.72M
4.63%
New
11
LOWLOWES COS INC
COM
$77.30M
4.18%
New
12
PSXPHILLIPS 66
COM
$60.38M
3.26%
New
13
ALNYALNYLAM PHARMACEUTICALS INC
COM
$32.55M
1.76%
New
14
PBFPBF ENERGY INC
CL A
$11.27M
0.61%
New

Position Changes

StockValueShares
SPYSPDR S&P 500 ETF TR
$529.39M3,300,000
AIGAMERICAN INTL GROUP INC
$199.59M4,465,000
GOOGLE INC
$165.51M188,000
CHTRCHARTER COMMUNICATIONS INC D
$138.09M1,115,000
COLFAX CORP
$123.24M2,365,000
NFLXNETFLIX INC
$118.21M560,000
SIRISIRIUS XM RADIO INC
$105.63M31,530,000
THCHENDO HEALTH SOLUTIONS INC
$101.91M2,770,000
LNGCHENIERE ENERGY INC
$100.77M3,630,000
IACVIACOM INC NEW
$85.72M1,260,000
LOWLOWES COS INC
$77.30M1,890,000
PSXPHILLIPS 66
$60.38M1,025,000
ALNYALNYLAM PHARMACEUTICALS INC
$32.55M1,050,000
PBFPBF ENERGY INC
$11.27M435,000