SLATE PATH CAPITAL LP Information

717 5TH AVENUE, NEW YORK, New York, 10022, (212) 257-4330

Report Date: 12/31/2013

Position Statistics

Total Positions 20
New Positions 4
Increased Positions 9
Decreased Positions 6
Positions with Activity 15
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,061

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 5.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 25.5%
Financial 9.75%
Healthcare 15.76%
Services 23.15%
Technology 20.64%
Transportation
Utilities

20 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARATHON PETE CORP COM 257,592 257,592 New 2,865,000
ENDO INTL PLC SHS 216,157 28,630 15.27 3,775,000
AMERICAN INTL GROUP INC COM NEW 200,993 -25,918 (11.42) 3,955,000
CHENIERE ENERGY INC COM NEW 151,467 New 2,740,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 140,807 9,426 7.18 1,195,000
CTRIP COM INTL LTD AMERICAN DEP SHS 129,650 115,820 837.45 2,500,000
YOUKU TUDOU INC SPONSORED ADR 115,919 115,919 New 4,455,000
LEVEL 3 COMMUNICATIONS INC COM NEW 115,662 115,662 New 3,005,000
PANDORA MEDIA INC COM 114,970 23,102 25.15 4,255,000
COLFAX CORP COM 107,027 -25,141 (19.02) 1,490,000
SIRIUS XM HLDGS INC COM 90,872 New 28,940,000
PHILLIPS 66 COM 82,287 New 1,025,000
GOOGLE INC CL A 70,634 New 130,000
GOOGLE INC CL C 69,693 New 130,000
INTUITIVE SURGICAL INC COM NEW 54,795 -54,383 (49.81) 133,000
ZYNGA INC CL A 54,149 54,149 New 12,625,000
ALNYLAM PHARMACEUTICALS INC COM 53,860 -14,004 (20.64) 1,000,000
PBF ENERGY INC CL A 34,243 21,933 178.16 1,210,000
LOWES COS INC COM -88,452 Sold Out 0
NETFLIX INC COM -134,839 Sold Out 0

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