Photo: World Economic Forum, CC BY-SA 2.0, via Wikimedia Commons
Paul Singer
Elliott Investment Management L.P. · Multi-strategy activist Runs one of the largest activist funds, combining concentrated activist equity campaigns with distressed-debt, arbitrage, and other strategies across a global book.
Paul Singer is an American hedge fund manager and activist investor who founded Elliott Investment Management, one of the largest activist funds in the world, based in West Palm Beach, Florida.
顯示全部 29 個申報的 13(f) 部位；TradingPilot 只為其中 3 個與其整理過的公司庫相符的部位建立連結——並未使用需付費授權的 CUSIP↔代號對照資料庫。未對應的部位按申報原樣以純文字呈現。
投組配置（申報的 13F 股票）
僅含在美國掛牌的多方股票部位；不含選擇權。
- TRIPLE FLAG PRECIOUS METAL27.9%
- PHILLIPS 6622.8%
- SUNCOR ENERGY INC NEW11.1%
- HPE10.2%
- SOUTHWEST AIRLS CO8.7%
- UNITI GROUP LLC4.7%
- PINTEREST INC4.1%
- ETSY INC2.6%
- NORWEGIAN CRUISE LINE HLDGS2.2%
- PEPSICO INC1.2%
- Others4.4%
申報的 13F 股票市值——這不是報酬，也不是管理規模
僅含在美國掛牌的多方股票部位；申報有約 45 天的延遲。
| # | 代號 | 證券名稱（申報原文） | 佔 13F 比例 | 股數 | 申報均價 | 目前 | 金額 | 異動 |
|---|---|---|---|---|---|---|---|---|
| 1 | — | TRIPLE FLAG PRECIOUS METAL | 27.9% | 133,241,535 | $29.97 | — | $4.0B | 減碼 −0% |
| 2 | — | PHILLIPS 66 | 22.8% | 19,251,000 | $169.05 | — | $3.3B | 維持 +0% |
| 3 | — | SUNCOR ENERGY INC NEW | 11.1% | 29,454,000 | $53.68 | — | $1.6B | 減碼 −44% |
| 4 | HPE | HEWLETT PACKARD ENTERPRISE C | 10.2% | 32,271,985 | $45.11 | $58.87 +30.5% | $1.5B | 加碼 +18% |
| 5 | — | SOUTHWEST AIRLS CO | 8.7% | 24,308,000 | $51.42 | — | $1.2B | 新建部位 |
| 6 | — | UNITI GROUP LLC | 4.7% | 59,012,219 | $11.47 | — | $676.9M | 維持 +0% |
| 7 | — | PINTEREST INC | 4.1% | 28,000,000 | $21.03 | — | $588.8M | 維持 +0% |
| 8 | — | ETSY INC | 2.6% | 5,000,000 | $75.33 | — | $376.6M | 維持 +0% |
| 9 | — | NORWEGIAN CRUISE LINE HLDGS | 2.2% | 14,686,000 | $21.11 | — | $310.0M | 加碼 +11% |
| 10 | — | PEPSICO INC | 1.2% | 1,275,000 | $135.40 | — | $172.6M | 維持 +0% |
| 11 | — | SEADRILL LTD | 1.2% | 4,439,681 | $37.82 | — | $167.9M | 減碼 −6% |
| 12 | EQIX | EQUINIX INC | 1.1% | 150,000 | $1,042.39 | $1,036.67 -0.5% | $156.4M | 維持 +0% |
| 13 | SNPS | SYNOPSYS INC | 0.7% | 227,500 | $446.07 | $490.19 +9.9% | $101.5M | 新建部位 |
| 14 | — | OR ROYALTIES INC. | 0.7% | 3,111,000 | $31.63 | — | $98.4M | 維持 +0% |
| 15 | — | TRANSOCEAN LTD | 0.5% | 15,626,834 | $4.89 | — | $76.4M | 維持 +0% |
| 16 | — | HDFC BANK LTD | 0.1% | 797,085 | $25.83 | — | $20.6M | 維持 +0% |
| 17 | — | QUANTINUUM INC | 0.1% | 150,000 | $81.74 | — | $12.3M | 新建部位 |
| — | — | CROWN CASTLE INC | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | GCI LIBERTY INC | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | INVESCO QQQ TR · 賣權 | — | 3,480,000 | — | — | $2.6B | 加碼 +770% |
| — | — | ISHARES TR · 賣權 | — | 15,750,000 | — | — | $1.4B | 新建部位 |
| — | — | SELECT SECTOR SPDR TR · 賣權 | — | 5,175,000 | — | — | $958.6M | 減碼 −31% |
| — | — | SELECT SECTOR SPDR TR · 賣權 | — | 7,100,000 | — | — | $832.7M | 加碼 +65% |
| — | — | SELECT SECTOR SPDR TR · 賣權 | — | 9,625,000 | — | — | $799.5M | 加碼 +5% |
| — | — | VANECK ETF TRUST · 賣權 | — | 9,150,000 | — | — | $690.4M | 加碼 +455% |
| — | — | ISHARES TR · 賣權 | — | 12,500,000 | — | — | $617.6M | 新建部位 |
| — | — | VANECK ETF TRUST · 賣權 | — | 250,000 | — | — | $164.0M | 新建部位 |
| — | — | SPDR SERIES TRUST · 賣權 | — | 900,000 | — | — | $96.2M | 維持 +0% |
| — | — | INVESCO EXCHANGE TRADED FD T · 賣權 | — | 395,000 | — | — | $84.0M | 新建部位 |
| — | — | ISHARES TR · 賣權 | — | 250,000 | — | — | $75.1M | 減碼 −50% |
| — | — | ISHARES TR · 買權 | — | 1,400,000 | — | — | $69.2M | 新建部位 |
| — | — | DIGITAL RLTY TR INC · 賣權 | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | EMERSON ELEC CO · 賣權 | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | FORTIVE CORP · 賣權 | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | ISHARES TR · 賣權 | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | ISHARES TR · 賣權 | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | VANECK ETF TRUST · 買權 | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | WHEATON PRECIOUS METALS CORP · 買權 | — | 0 | — | — | $0 | 已出清 −100% |
申報均價 = 季末的金額 ÷ 股數——這是一個平均值，並非經理人的買進或賣出價。
「目前」顯示的是自申報季末以來該股票的價格變動（僅限已對應的名字）——這是股票本身的漲跌，不是經理人的已實現報酬（我們並不知道他們的成本，也不知道他們是否仍持有）。
TradingPilot 對其申報 13F 股票投組的分析
截至 2026Q2，Paul Singer 申報的 13F 投組持有 17 個股票部位；其中最大的 5 個佔其 81%。
- TRIPLE FLAG PRECIOUS METAL — 佔 13F 的 27.9%
- PHILLIPS 66 — 佔 13F 的 22.8%
- SUNCOR ENERGY INC NEW — 佔 13F 的 11.1%
- HEWLETT PACKARD ENTERPRISE C (HPE) — 佔 13F 的 10.2%
- SOUTHWEST AIRLS CO — 佔 13F 的 8.7%
本季：新建 3 個，加碼 2 個，減碼 3 個，出清 2 個。
- SUNCOR ENERGY INC NEW — 減碼 (−23,216,800 股)
- HEWLETT PACKARD ENTERPRISE C (HPE) — 加碼 (+4,850,250 股)
- NORWEGIAN CRUISE LINE HLDGS — 加碼 (+1,500,000 股)
- CROWN CASTLE INC — 已出清 (−1,225,000 股)
- GCI LIBERTY INC — 已出清 (−659,928 股)