AlphaYou
Elliott Investment Management L.P.
Paul Singer
Return history
Last 4 years copying the filings
$100,000 would be $179,395
The same $100,000 in SPY would be $214,376.
Total return
+79.4%
Annualized (4Y CAGR)
+15.7%
vs SPY
−5.3 pts/yr
Moves a year
73
Avg hold
14.4 months
Across 17 filings, buying each one the day it became public. Best quarter +8.8%, worst -4.4%.
All time
+176% since May 2020
Fund size $23B today
Sep 2022 to Sep 2026, at least 82% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
New IGV and exited HYG in Q2 2026.
$22.7B in this filing29 positions
Holdings as of Jun 30, 2026. Filed Aug 14, 2026.
Options positions12 positions (11 puts, 1 calls) - $8.4B. Priced off the underlying stock - 13F never discloses strike or premium.
- 1
QQQ putsInvesco QQQ TR30.59%
$2.6B - 3.5M shares+770.0%
What is missing
Top 10 concentration: 80%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.