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David Greenspan
SLATE PATH CAPITAL LP
Latest filing: 2026-03-31
David Greenspan runs SLATE PATH CAPITAL LP and currently holds 44 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $6.73B. Their top holdings are HPE, TXN, ON, NUE, RKT. The top five represent 33.1% of reported portfolio weight. David Greenspan ranks #150 out of 1000 investors tracked by Alpha Score. In the most recent quarter, David Greenspan initiated 7 new positions. They added to 17 existing positions. They trimmed 13 positions. Their current best-performing preview position is Q with returns of +41.31%.
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44 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 HPE HEWLETT PACKARD ENTERPRISE C | 8.22% | $21.18 | $45.43 | +114.49% | Trimmed -4.68% |
 TXN TEXAS INSTRS INC | 7.70% | $194.14 | $270.79 | +39.48% | New Buy |
 ON ON SEMICONDUCTOR CORP | 7.17% | $54.15 | $81.53 | +50.56% | Trimmed -25.59% |
 NUE NUCOR CORP | 5.13% | $143.37 | $257.69 | +79.74% | Added +22.67% |
 RKT ROCKET COS INC | 4.90% | $19.37 | $13.87 | -28.42% | Trimmed -9.87% |
 NOK NOKIA CORP | 4.28% | $4.57 | $8.55 | +87.09% | Added +6.39% |
 Q QNITY ELECTRONICS INC | 4.27% | $89.41 | $125.51 | +40.37% | Added +29.89% |
 UAL UNITED AIRLS HLDGS INC | 4.26% | $82.86 | $121.65 | +46.81% | Added +64.72% |
 KNX KNIGHT-SWIFT TRANSN HLDGS IN | 3.95% | $52.66 | $69.25 | +31.50% | Added +7.76% |
 U UNITY SOFTWARE INC | 3.70% | $21.20 | $31.41 | +48.16% | Added +38.40% |
Showing 1-10 of 44