Paul Singer
Elliott Investment Management截至 2026 Q2· $22.67B 组合 · 28 只持仓
组合总市值趋势 · 近8 个季度 · $19.31B → $22.67B
公开数据（SEC 13F-HR 申报）。每季度末快照，披露最多滞后约 45 天，且仅含美股多头（不含做空/期权）—— 非实时持仓，亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| TFPM | $3.99B | 17.6% | 持有 |
| PSX | $3.25B | 14.4% | 持有 |
| QQQ | $2.56B | 11.3% | 加仓 +770% |
| SU | $1.58B | 7.0% | 减仓 -44% |
| HPE | $1.46B | 6.4% | 加仓 +18% |
| IGV | $1.43B | 6.3% | 新建仓 |
| LUV | $1.25B | 5.5% | 减仓 -20% |
| XLI | $958.57M | 4.2% | 减仓 -31% |
| XLY | $832.69M | 3.7% | 加仓 +65% |
| XLP | $799.55M | 3.5% | 加仓 +5% |
| GDX | $690.37M | 3.0% | 加仓 +151% |
| IHI | $686.80M | 3.0% | 新建仓 |
| UNIT | $676.87M | 3.0% | 持有 |
| PINS | $588.84M | 2.6% | 持有 |
| ETSY | $376.65M | 1.7% | 持有 |
数据来源：SEC 13F-HR 申报（公有领域）；CUSIP→代码经 OpenFIGI 映射。非投资建议。