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Slate Path Capital’s Unity U Stock Holding History

Slate Path Capital’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$459M Buy
16,075,152
+4,725,400
+42% +$126M 6.36% 2
2026
Q1 		$249M Buy
11,349,752
+3,149,000
+38% +$87.3M 3.7% 10
2025
Q4 		$362M Sell
8,200,752
-2,490,100
-23% -$101M 4.89% 4
2025
Q3 		$428M Sell
10,690,852
-9,326,100
-47% -$346M 6.62% 2
2025
Q2 		$484M Buy
20,016,952
+4,048,484
+25% +$89.1M 8.35% 1
2025
Q1 		$313M Buy
15,968,468
+13,192,000
+475% +$298M 5.65% 1
2024
Q4 		$62.4M Buy
+2,776,468
New +$61.7M 1.13% 33

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Slate Path Capital's U Position: Q2 2026 in Review

Slate Path Capital increased its Unity (U) stake by 42% in Q2 2026, buying an estimated $126M and bringing the position to 16,075,152 shares worth $459M. The position accounts for 6.36% of the portfolio, ranked #2.

Slate Path Capital first reported a position in U in Q4 2024 and has held it in 7 quarters since. The position peaked at $484M in Q2 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Slate Path Capital held 16,075,152 shares of Unity worth $459M as of Q2 2026.
  • Slate Path Capital bought 4,725,400 Unity shares in Q2 2026, an estimated $126M.
  • Unity made up 6.36% of Slate Path Capital's portfolio in Q2 2026, its #2 holding.
  • Slate Path Capital first reported a position in Unity in Q4 2024 and has held it in 7 quarters since.
  • Slate Path Capital's Unity position peaked at $484M in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Slate Path Capital's 13F filing for Q2 2026, filed 14 Aug 2026.