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.
8. United Airlines Holdings Inc (NASDAQ:UAL)
Slate Path Capital’s Investment Stake: $286.6 Million
Number of Hedge Fund Holders: 68
Stock Upside Potential: 7.73%
United Airlines Holdings Inc (NASDAQ:UAL) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. During Q1 2026, Slate Path Capital increased its position in United Airlines stock by 65%. Some 68 hedge funds have confidence in United Airlines stock.
On June 23, UBS raised its price target on United Airlines Holdings Inc (NASDAQ:UAL) shares to $153 from $148 while keeping a Buy rating on the stock. The brokerage based its call on a strong earnings outlook for the company.
For Q2 2026, UBS expects the airline operator to post EPS of $1.91, compared to internal guidance of $1 to $2 and Street projection of $1.70. This estimate assumes 16.2% revenue growth, 12.8% revenue per available seat mile, and 7% cost per available seat mile before fuel costs.
For Q3 2026, the brokerage projects EPS of $4.21 for United Airlines against the Street consensus of $2.80. It expects the company’s revenue growth for Q3 to accelerate to 16.9% compared to 16.2% in Q2.
For full-year 2026, UBS projects EPS of $11.79 for United Airlines, compared to the Street consensus of $9.40 and the company’s internal guidance of $7 to $11.
United Airlines Holdings Inc (NASDAQ:UAL) is a global airline operator that provides passenger and cargo flights. It flies over 175 million passengers annually across six continents and to more than 350 destinations.
7. Qnity Electronics Inc (NYSE:Q)
Slate Path Capital’s Investment Stake: $287.3 Million
Number of Hedge Fund Holders: 58
Stock Upside Potential: 9.61%
Qnity Electronics Inc (NYSE:Q) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. Slate Path Capital increased its position in Qnity Electronics stock by 30% during Q1 2026. Qnity Electronics shares have surged more than 66% year-to-date, and the Street still sees upside potential. Some 58 hedge funds have positions in Qnity Electronics stock.
On June 24, Qnity Electronics Inc (NYSE:Q) said that its board approved a quarterly dividend of $0.08 per share. The dividend payment is set for September 15 to shareholders of record as of August 31.
The dividend plan follows a strong start to the year for Qnity Electronics, marked by solid increases in sales and profit. The company also raised its full-year 2026 outlook.
In Q1 2026, the company’s net sales rose 18% YoY to $1.3 billion and adjusted earnings jumped 33% to $226 million. Moreover, the company’s cash balance at the end of Q1 stood at $857 million, compared to $162 million a year ago.
Commenting on the results, Qnity CEO Jon Kemp noted that the company outperformed internal expectations. Kemp added that the results reflect the strength of the company’s integrated portfolio as well its ability to innovate to power AI systems.
Looking ahead, Qnity expects full-year 2026 net sales in the range of $5.23 billion to $5.38 billion. It anticipates adjusted EPS in the band of $3.80 – $4.14 and adjusted free cash flow in the range of $500 million to $600 million.
Delaware-based Qnity Electronics Inc (NYSE:Q) is a materials science company. It supplies chemicals and materials used in semiconductor chip manufacturing. It also provides materials used in advanced chip packaging.
6. Nokia Oyj (NYSE:NOK)
Slate Path Capital’s Investment Stake: $288.1 Million
Number of Hedge Fund Holders: 66
Stock Upside Potential: 21.08%
Nokia Oyj (NYSE:NOK) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. Slate Path Capital increased its stake in Nokia stock by 7% during Q1 2026, and so the stock accounts for 4.3% of the portfolio. Nokia shares have more than doubled over the past year, and analysts see the shares rising more over the next 12 months.
According to a June 30 press release, Nokia Oyj (NYSE:NOK) has inked a multi-year deal with SAP and Microsoft to modernize its ERP landscape. As part of this deal, Nokia will migrate its ERP portfolio to SAP S/4HANA landscape using the RISE with SAP methodology. The portfolio will be hosted on Microsoft’s Azure cloud platform.
With this ERP portfolio migration, Nokia stands to benefit from continuous access to innovation and embedded AI capabilities. The portfolio that Nokia is moving covers data, processes, applications, and operating models.
Since SAP will operate and manage Nokia’s ERP environment in the cloud, Nokia will be able to concentrate on business outcomes rather than infrastructure management.
Nokia Oyj (NYSE:NOK) provides hardware and software products used to build and operate network infrastructure. Its technology underpins wireless networks, fiber optic systems, and data center connectivity around the world. This Finnish company has emerged as a global leader in connectivity for the AI era.
While we acknowledge the potential of NOK to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NOK and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see the 5 Best Stocks to Buy According to David Greenspan’s Slate Path Capital.
Disclosure: None. Follow Insider Monkey on Google News.
