Elliott Management (Paul Singer) discloses updated portfolio positions in 13F filing: New SNPS QNT positions, Added to HPE NCLH, Exited CCI GLIBK
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: SNPS (0.23 mln shares), QNT (0.15 mln)
- Increased: HPE (32.27 mln shares from 27.42 mln shares), NCLH (14.69 mln from 13.19 mln)
- Maintained: TFPM (133.24 mln shares), UNIT (59.01 mln), PINS (28 mln), PSX (19.25 mln), ETSY (5 mln), PEP (1.28 mln), EQIX (0.15 mln)
- Exited: CCI (from 1.23 mln shares), GLIBK (0.66 mln)
- Decreased: SU (29.45 mln shares from 52.67 mln shares), LUV (24.31 mln from 30.35 mln), SDRL (4.44 mln from 4.72 mln)