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Paul Singer's Portfolio

Paul Singer

Paul Singer

NEW

Elliott Investment Management

Filing: 8/14/2025

Portfolio Value

$17.59B

+16.08%

Holdings

30

New

7

Sold

18

Holdings

#Company% of PortfolioActivityMarket ValueSharesSector
1
TRIPLE FLAG PRECIOUS METAL
TFPM
18.02%
-
$3,170,094,573
133,815,727
Materials
2
PHILLIPS 66
PSX
13.05%
increased
$2,296,644,300
19,251,000
Energy
3
SUNCOR ENERGY INC NEW
SU
11.21%
-
$1,972,521,460
52,670,800
Energy
4
SOUTHWEST AIRLS
LUV
9.95%
-
$1,751,062,540
53,978,500
Industrials
5
SPDR S&P 500 ETF TR
SPY
PUT
7.59%
new
$1,334,556,000
2,160,000
6
INVESCO QQQ TR
QQQ
PUT
6.27%
increased
$1,103,280,000
2,000,000
7
PINTEREST
PINS
5.71%
-
$1,004,080,000
28,000,000
Communication Services
8
ISHARES TR
IWD
PUT
5.52%
reduced
$971,150,000
5,000,000
9
SELECT SECTOR SPDR TR
XLI
PUT
2.93%
reduced
$516,320,000
3,500,000
10
NVIDIA
NVDA
PUT
2.32%
new
$407,614,200
2,580,000
Technology

Buy Positions

New Positions

  • SPDR S&P 500 ETF TR
    SPYPUTSPDR S&P 500 ETF TR

    7.59%

    +2,160,000 shares

  • NVIDIA
    NVDAPUTNVIDIA

    2.32%

    +2,580,000 shares

  • HEWLETT PACKARD ENTERPRISE C
    HPEHEWLETT PACKARD ENTERPRISE C

    2.17%

    +18,630,978 shares

  • ISHARES TR
    HYGISHARES TR

    1.74%

    +3,800,000 shares

  • VANECK ETF TRUST
    SMHPUTVANECK ETF TRUST

    1.59%

    +1,000,000 shares

Showing 5 of 7 positions

Increased Positions

  • PHILLIPS 66
    PSXPHILLIPS 66

    increase 22.42%

    +3,526,000 shares

  • INVESCO QQQ TR
    QQQPUTINVESCO QQQ TR

    increase 24.03%

    +387,500 shares

  • ISHARES TR
    IWMPUTISHARES TR

    increase 100.00%

    +500,000 shares

  • VANECK ETF TRUST
    GDXPUTVANECK ETF TRUST

    increase 100.00%

    +2,000,000 shares

  • SPDR SERIES TRUST
    XMEPUTSPDR SERIES TRUST

    increase 111.11%

    +1,500,000 shares

Showing 5 of 6 positions

Sell Positions

Exited Positions

  • BIOMARIN PHARMACEUTICAL
    BMRNBIOMARIN PHARMACEUTICAL

    reduce 100%

    +3,500,338 shares

  • MATCH GROUP INC NEW
    MTCHMATCH GROUP INC NEW

    reduce 100%

    +6,000,000 shares

  • CISCO SYS
    CSCOPUTCISCO SYS

    reduce 100%

    +2,000,000 shares

  • TEXAS INSTRS
    TXNCALLTEXAS INSTRS

    reduce 100%

    +500,000 shares

  • SPDR SER TR
    XOPPUTSPDR SER TR

    reduce 100%

    +557,200 shares

Showing 5 of 18 positions

Reduced Positions

  • ISHARES TR
    IWDPUTISHARES TR

    reduce 9.09%

    -500,000 shares

  • SELECT SECTOR SPDR TR
    XLIPUTSELECT SECTOR SPDR TR

    reduce 72.00%

    -9,000,000 shares