---
title: "Paul Singer AI portfolio (13F)"
canonical: "https://supercyclehq.com/investors/paul-singer"
type: "investor"
dataAsOf: "2026-08-14"
period: "2026-06-30"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Paul Singer: Elliott Investment Management

Founder of Elliott Investment Management, the activist whose campaigns have reshaped boards across tech and beyond.

13F for period 2026-06-30, filed 2026-08-14, compared with 2026-03-31. A 13F discloses long US equity positions at quarter end, reported up to 45 days later.

| Measure | Value |
| --- | --- |
| Reported portfolio value | $14.3B |
| In tracked AI stocks | $1.7B (12.1%) |
| Value-weighted AI Exposure Score | 51 |
| Top buildout layer | data-centers |

## AI positions

| Ticker | Issuer | Value | Shares | Portfolio % | Change vs prior quarter |
| --- | --- | --- | --- | --- | --- |
| [HPE](https://supercyclehq.com/stock/hewlett-packard-enterprise.md) | HEWLETT PACKARD ENTERPRISE C | $1.5B | 32,271,985 | 10.19% | increased (+17.7%) |
| [EQIX](https://supercyclehq.com/stock/equinix.md) | EQUINIX INC | $156.4M | 150,000 | 1.09% | unchanged |
| [SNPS](https://supercyclehq.com/stock/synopsys.md) | SYNOPSYS INC | $101.5M | 227,500 | 0.71% | new |
| [QNT](https://supercyclehq.com/stock/quantinuum.md) | QUANTINUUM INC | $12.3M | 150,000 | 0.09% | new |


---

Source: https://supercyclehq.com/investors/paul-singer. Data as of 2026-08-14. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.