Slate Path Capital’s Insulet PODD Stock Holding History

Slate Path Capital’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-444,800	Closed	-$76.2M	–	72
2024 Q1	$76.2M	Hold	444,800	–	–	1.51%	26
2023 Q4	$96.5M	Buy	+444,800	New	+$76.3M	2.14%	19
2018 Q1	–	Sell	-565,000	Closed	-$39M	–	34
2017 Q4	$39M	Sell	565,000 -2,155,000	-79%	-$141M	3.83%	10
2017 Q3	$150M	Sell	2,720,000 -75,000	-3%	-$4.1M	7.88%	5
2017 Q2	$143M	Sell	2,795,000 -55,000	-2%	-$2.39M	5.45%	6
2017 Q1	$123M	Hold	2,850,000	–	–	6.01%	9
2016 Q4	$107M	Buy	2,850,000 +130,000	+5%	+$4.84M	3.26%	10
2016 Q3	$111M	Hold	2,720,000	–	–	1.85%	6
2016 Q2	$82.3M	Hold	2,720,000	–	–	6.43%	6
2016 Q1	$90.2M	Hold	2,720,000	–	–	7%	6
2015 Q4	$103M	Hold	2,720,000	–	–	11.13%	4
2015 Q3	$70.5M	Hold	2,720,000	–	–	8.08%	5
2015 Q2	$84.3M	Buy	2,720,000 +590,000	+28%	+$17.4M	9.2%	6
2015 Q1	$71M	Buy	+2,130,000	New	+$71.9M	4.48%	11

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return