In this article, we will highlight the 10 Best Stocks to Buy According to David Greenspan’s Slate Path Capital.
Technology stocks emerged as the clear winner in the first half of the year, shrugging off heightened volatility driven by geopolitical tensions, monetary policy uncertainty, and inflationary pressures. Despite a sharp selloff in June, tech stocks enjoyed strong gains throughout the period, clocking a 21% gain, closely followed by Industrials at 19%.
The outperformance came amid heightened valuation concerns as markets rallied to record highs. While pressure has been building in global markets, Tom Hulick, CEO of Strategy Asset Managers, insists the markets are very fluid. “I don’t think we’re anywhere near some type of catastrophic failure in the markets. There’s too much liquidity out there, and the earnings momentum is very strong right now,” he said.
Likewise, artificial intelligence is expected to continue driving earnings growth and market momentum. Dan Ives of Wedbush also insists that any sell-off at current highs is likely to present an opportunity for investors.
“Taking a step back we continue to believe that in this market we will continue to go through a number of ‘gut check moments’ in the tech trade as the AI Revolution remains in the 3rd inning… this morning is just another one of those moments,” Ives said.
Slate Path Capital is one hedge fund that is betting big on technology stocks that have outperformed the market for three consecutive years. Founded in 2012 by David Greenspan, the hedge fund has significant exposure to technology stocks at 37.5%, with Industrials coming in second at 19.1%.
Significant exposure to technology and industrial stocks has been the catalyst behind David Greenspan’s Slate Path Capital achieving a 188% gain over the past three years, translating to a 42.3% annualized gain. In addition, the hedge fund has benefited from its significant exposure to digital assets, including Bitcoin, Ethereum, and other cryptocurrencies.
With that in mind, let’s take a look at some of the best stocks to buy according to David Greenspan’s Slate Path Capital.
Our Methodology
For this list of the 10 best stocks to buy according to David Greenspan’s Slate Path Capital, we began by scanning the hedge fund’s portfolio as of Q1 2026. From there, we selected the fund’s top stock picks by equity value, selecting holdings from the portfolio based on the availability of recent, material company developments. We also reviewed the overall hedge fund sentiment around these stocks using Insider Monkey’s Q1 2026 database. Finally, the stocks were ranked in ascending order based on the value of Slate Path Capital’s stake in each company.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
Best Stocks to Buy According to David Greenspan’s Slate Path Capital
10. EQT Corp (NYSE:EQT)
Slate Path Capital’s Investment Stake: $247.3 Million
Number of Hedge Fund Holders: 82
Stock Upside Potential: 32.19%
EQT Corp (NYSE:EQT) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. The stock makes up 3.7% of its reported equity portfolio. Including David Greenspan’s Slate Path Capital, a total of 82 hedge funds have positions in EQT Corp stock.
On June 30, Freedom Broker initiated coverage of EQT Corp (NYSE:EQT) with a Buy rating and $79 price target. According to the brokerage, EQT Corp is the largest US natural gas producer, and so in this position, the company stands to benefit from improving natural gas market fundamentals.
Speaking of strengthening market fundamentals, natural gas demand is being driven by factors like high summer cooling needs amid heat waves, increased exports, and tight supplies. Also, AI data center buildout is lifting natural gas demand as operators set up on-site power plants to ensure electricity stability for their facilities.
Amid the favorable market conditions, EQT Corp delivered outstanding results in Q1 2026. It generated a record free cash flow of $1.83 billion in its first quarter and continued to strengthen its balance sheet as it inched closer to its target of cutting long-term debt to $5 billion.
Commenting on the results, EQT Corp CEO Toby Rice stated that the performance reflects the power of the company’s low-cost, integrated platform.
EQT Corp (NYSE:EQT) produces and supplies natural gas. It operates an integrated natural gas business, where it handles everything from natural gas exploration and extraction to gathering and transmission. The company owns and manages its pipeline system, which allows it to reduce reliance on third-party transport.
9. Unity Software Inc (NYSE:U)
Slate Path Capital’s Investment Stake: $249 Million
Number of Hedge Fund Holders: 67
Stock Upside Potential: 25.96%
Unity Software Inc (NYSE:U) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. The stock is backed by 67 hedge funds.
On June 29, Raymond James initiated coverage of Unity Software Inc (NYSE:U) stock with a Market Perform rating. The brokerage noted that Unity’s business is underpinned by several attractive characteristics.
As an example, Raymond James noted that Unity’s engine is deeply embedded across multiple game development platforms. According to the firm, this supports a long-term, subscription-led revenue base. The firm also pointed to the potential of Unity’s AI-driven advertising platform called Vector. It noted that the AI-driven ads platform positions the business for improved margin and competitiveness.
Moreover, Raymond James sees opportunities for Unity in areas like in-app commerce, cross-platform gaming, and industry subscription. It believes these areas provide additional growth options for the company.
Unity had a strong start to the year, with its strategic revenue growing 35% YoY. The company expects continued momentum in strategic revenue, forecasting growth of between 29% and 32% for Q2 2026.
Unity Software Inc (NYSE:U) operates a platform used to create videogames. The platform allows developers to create a game once and deploy it across multiple device platforms like mobile, PC, console, and web.
