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Elliott Investment Management L.P.
inwestor instytucjonalny · portfel $22.7 mld · 29 pozycji · raport na 30.06.2026
Pozycje w Akcjach raport za 30.06.2026, złożony 14.08.2026; zmiana — względem 31.03.2026 · 19
| Spółka | Akcje | Wartość | % portfela | Zmiana Kwartalna |
|---|---|---|---|---|
| Triple Flag Precious Metals… US:TFPM | 133 241 535 | $3.99 mld | 27.94% | −6 680 |
| Phillips 66 US:PSX | 19 251 000 | $3.25 mld | 22.77% | — |
| Suncor Energy Inc US:SU | 29 454 000 | $1.58 mld | 11.06% | −23 216 800 |
| Hewlett Packard Enterprise C… US:HPE | 32 271 985 | $1.46 mld | 10.19% | +4 850 250 |
| Southwest Airlines Company US:LUV | 24 308 000 | $1.25 mld | 8.75% | −6 038 000 |
| Uniti Group Inc US:UNIT | 59 012 219 | $677 mln | 4.74% | — |
| PINTEREST, INC. US:PINS | 28 000 000 | $589 mln | 4.12% | — |
| Etsy, Inc. US:ETSY | 5 000 000 | $377 mln | 2.64% | — |
| NORWEGIAN CRUISE LINE HLDGS CUSIP G66721104 | 14 686 000 | $310 mln | 2.17% | +1 500 000 |
| PepsiCo Inc US:PEP | 1 275 000 | $173 mln | 1.21% | — |
| SEADRILL LTD CUSIP G7997W102 | 4 439 681 | $168 mln | 1.17% | −279 404 |
| Equinix Inc US:EQIX | 150 000 | $156 mln | 1.09% | — |
| Synopsys Inc US:SNPS | 227 500 | $101 mln | 0.71% | nowa |
| Osisko Gold Ro US:OR | 3 111 000 | $98.4 mln | 0.69% | — |
| TRANSOCEAN LTD CUSIP H8817H100 | 15 626 834 | $76.4 mln | 0.53% | — |
| HDFC Bank Limited ADR US:HDB · kwit depozytowy | 797 085 | $20.6 mln | 0.14% | — |
| Quantinuum Inc. Class A US:QNT | 150 000 | $12.3 mln | 0.09% | nowa |
| Crown Castle US:CCI | 0 (było 1 225 000) | — | — | sprzedana |
| GCI Liberty, Inc. - Series A… US:GLIBK | 0 (było 659 928) | — | — | sprzedana |
W spółkach z naszej bazy 11
| Spółka | Udział | Akcje | Data Raportu |
|---|---|---|---|
| Triple Flag Precious Metals… | 64.68% | 133 241 535 | 2026-06-30 |
| Uniti Group Inc | 24.31% | 59 012 219 | 2026-06-30 |
| PINTEREST, INC. | 5.81% | 28 000 000 | 2026-06-30 |
| Etsy, Inc. | 5.27% | 5 000 000 | 2026-06-30 |
| Southwest Airlines Company | 4.97% | 24 308 000 | 2026-06-30 |
| Phillips 66 | 4.82% | 19 251 000 | 2026-06-30 |
| Norwegian Cruise Line Holdin… | 3.2% | 14 686 000 | 2026-06-30 |
| Suncor Energy Inc | 2.49% | 29 454 000 | 2026-06-30 |
| Hewlett Packard Enterprise C… | 2.43% | 32 271 985 | 2026-06-30 |
| Osisko Gold Ro | 1.67% | 3 111 000 | 2026-06-30 |
| Dell Technologies Inc. | — | — | — |
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