MTS
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Macro / activist

Elliott.

Elliott Investment Management L.P.. CIK 0001791786.

Latest 13F book
$20.1B
Q1 2026
AI / DC exposure
$147M
0.7% of book
Holdings count
33
positions

Book over time

Total 13F value

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AI / datacenter dollars

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Sector exposure (AI / DC only)

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This quarter's moves· Q4 2025Q1 2026

TickerPrevLatestΔAction
EQIX$115M$147M+$32MAdded

Top 15 positions (latest quarter)

IssuerTickerValue
EquinixEQIX$147M

Options book (puts vs calls, per AI name)

Ticker · Q1 2026PutsCallsNet (puts − calls)Direction
DLR$270M$0+$270MShort