Paul Singer
Elliott Investment Management截至 2026 Q1· $20.11B 组合 · 32 只持仓
组合总市值趋势 · 近8 个季度 · $17.33B → $20.11B
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 | $4.63B | 23.0% | 持有 |
| PSX | $3.51B | 17.4% | 持有 |
| SU | $3.48B | 17.3% | 持有 |
| XLI | $1.21B | 6.0% | 持有 |
| LUV | $1.14B | 5.7% | 减仓 -41% |
| XLP | $749.30M | 3.7% | 减仓 -54% |
| HPE | $652.91M | 3.2% | 加仓 +47% |
| UNIT | $553.53M | 2.8% | 持有 |
| PINS | $513.52M | 2.6% | 持有 |
| XLY | $468.61M | 2.3% | 新建仓 |
| HYG | $397.80M | 2.0% | 加仓 +32% |
| GDX | $334.96M | 1.7% | 减仓 -74% |
| DLR | $270.31M | 1.3% | 加仓 +50% |
| ETSY | $249.90M | 1.2% | 持有 |
| NORWEGIAN CRUISE LINE HLDGS | $246.58M | 1.2% | 新建仓 |
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。