📊 Singer 13F — Elliott Investment Management L.P.: $22.7B portfolio, 28 positions (Q2 2026)

1. TFPM — $4.0B (17.6%) 2. PSX — $3.3B (14.4%) 3. QQQ — $2.6B (11.3%) 4. SU — $1.6B (7.0%) 5. HPE — $1.5B (6.4%) 6. IGV — $1.4B (6.3%) 7. LUV — $1.2B (5.5%) 8. XLI — $959M (4.2%) 9. XLY — $833M (3.7%) 10. XLP — $800M (3.5%) 11. GDX — $690M (3.0%) 12. IHI — $687M (3.0%) 13. UNIT — $677M (3.0%) 14. PINS — $589M (2.6%) 15. ETSY — $377M (1.7%) 16. NORWEGIAN CRUISE LINE HLDGS — $310M (1.4%) 17. PEP — $173M (0.8%) 18. SEADRILL LTD — $168M (0.7%) 19. SMH — $164M (0.7%) 20. EQIX — $156M (0.7%) … (+8 more)

1. TFPM — $4.0B (17.6%)