Elliott Investment Management · Paul Singer

Latest 13F holdings with ERM3 risk decomposition — how much of the portfolio's return is market beta versus genuine stock-picking, and where the residual risk concentrates.

Reported AUM
$4.7B
Holdings
10
Top-10 weight
100%
As of
2025-12-31
Filed
2026-03-16

Return attribution — beta or stock-picking?

Sum of monthly ERM3 attribution over the trailing 12 months (2025-01-31 2025-12-31), modeled subset of holdings. Roughly 70% of the gross return was idiosyncratic — this book is earning its return from stock selection, not market exposure.

Gross

+22.8%

Market

+15.7%

Sector

-4.8%

Subsector

-3.3%

Stock-specific

+15.9%

Top holdings

10 reported positions; top 10 shown. “Stock-specific” is the share of each position's variance not explained by market, sector, or subsector factors.

#HoldingWeightValueStock-specific
1LUV45.0%$2.1B66%
2PINS15.4%$725M85%
3NVDA11.9%$560M46%
4HPE9.5%$448M70%
5ETSY5.9%$277M83%
6PEP3.9%$183M60%
7BILL3.5%$164M67%
8CCI2.3%$109M57%
9ST2.3%$108M62%
10HDB0.2%$8M90%

88% of reported AUM is in the ERM3 model universe; attribution and risk shares cover that subset. Source: SEC Form 13F-HR, filed 2026-03-16.

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