CLOUGH CAPITAL PARTNERS L P

CIK

1276144

Location

Boston, MA

Portfolio Value

Mid $1,033,424,351

Diversification

Diversified

Reports for

Clough Charles JR

Filing Date

Global Rank

#1,629 / 8,636 ▼ 34 · as of Mar 2026

Top Industry

Aerospace & Defense 15.5%

3Y Alpha vs SPY

-4.5%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.5%

SPY

+78.8%

Annualised alpha

-4.5%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

94 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

+0.7 pts

Top 5

21.5%

−0.3 pts

Top 10

39.1%

+1.8 pts

HHI

256

Diversified+18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	22.1%	$228,171,167	14
Consumer Cyclical	21.5%	$221,783,579	14
Technology	16.6%	$171,316,424	18
Energy	16.6%	$171,147,189	14
Financial Services	9.0%	$92,592,360	9
Communication Services	7.2%	$74,749,915	4
Basic Materials	3.0%	$31,291,083	5
Healthcare	2.0%	$20,304,425	10
Utilities	1.2%	$12,251,962	3
Consumer Defensive	0.8%	$8,298,249	1
Real Estate	0.1%	$895,344	1
Unclassified	0.1%	$622,654	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AR	ANTERO RESOURCES Corp	+159,332	503,153	$21,353,813
CCL	Carnival Corp Ltd.	+143,725	1,620,018	$41,926,065
EXE	EXPAND ENERGY Corp	+116,741	341,456	$37,485,039
ETN	Eaton Corp plc	+59,825	100,255	$35,858,205
AAPL	Apple Inc.	+39,004	152,956	$38,818,703
GOOGL	Alphabet Inc.	+38,173	211,491	$60,668,308
LNG	Cheniere Energy, Inc.	+33,585	83,945	$23,820,233
PHM	Pultegroup Inc/Mi/	+33,515	318,349	$37,441,025
LMT	Lockheed Martin Corp	+31,635	34,210	$20,676,181
MOS	Mosaic Co	+31,020	72,410	$1,846,455
NVDA	Nvidia Corp	+29,510	231,640	$40,398,016
DHI	Horton D R Inc /De/	+27,460	258,741	$35,504,440
GE	General Electric Co	+19,105	70,535	$20,015,716
PANW	Palo Alto Networks Inc	+16,290	55,569	$8,908,822
BWXT	BWX Technologies, Inc.	+12,121	111,731	$22,847,872
ARCO	Arcos Dorados Holdings Inc.	+12,116	159,410	$1,315,132
RTX	RTX Corp	+9,873	148,079	$28,564,439
RCL	Royal Caribbean Cruises Ltd	+9,520	123,961	$34,111,587
DUK	Duke Energy CORP	+7,170	60,522	$7,924,750
MSFT	Microsoft Corp	+6,682	48,974	$18,128,705
VIK	Viking Holdings Ltd	+3,416	32,868	$2,415,140
PFSI	PennyMac Financial Services, Inc.	+2,040	42,930	$3,752,082
CRSP	CRISPR Therapeutics AG	+1,685	24,685	$1,174,265
AER	AerCap Holdings N.V.	+1,610	30,896	$4,238,313
ROL	Rollins Inc	+1,162	24,530	$1,310,147
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RIG	Transocean Ltd.	−966,652	3,610,967	$23,940,711
BKD	Brookdale Senior Living Inc.	−222,040	310,260	$4,244,356
RKT	Rocket Companies, Inc.	−181,750	1,536,830	$21,899,827
BSX	Boston Scientific Corp	−124,090	14,350	$900,462
APH	Amphenol Corp /De/	−98,784	38,605	$4,877,741
AVGO	Broadcom Inc.	−60,495	40,680	$12,590,866
SCHW	Schwab Charles Corp	−54,572	270,966	$25,465,384
AMZN	Amazon Com Inc	−54,375	192,421	$40,075,521
SOC	Sable Offshore Corp.	−53,400	119,430	$1,972,983
HII	Huntington Ingalls Industries, Inc.	−49,615	17,325	$6,581,767
C	Citigroup Inc	−45,670	27,840	$3,157,334
META	Meta Platforms, Inc.	−39,376	18,677	$10,685,672
BA	Boeing Co	−37,415	179,240	$35,674,137
DELL	Dell Technologies Inc.	−30,115	89,417	$14,676,012
MU	Micron Technology Inc	−24,030	8,290	$2,800,693
VALE	Vale S.A.	−21,831	143,097	$2,276,673
SEI	Solaris Energy Infrastructure, Inc.	−16,456	32,476	$1,835,218
PLGO	Pelagos Insurance Capital Ltd	−9,680	597,374	$11,415,817
TDY	Teledyne Technologies Inc	−3,520	25,225	$15,261,377
NOC	Northrop Grumman Corp /De/	−3,486	11,830	$8,070,899
PWR	Quanta Services, Inc.	−2,529	1,980	$1,087,059
MELI	Mercadolibre Inc	−1,195	3,644	$6,300,548
SPOT	Spotify Technology S.A.	−1,145	2,434	$1,180,270
UNH	Unitedhealth Group Inc	−1,055	15,045	$4,071,026
JPM	Jpmorgan Chase & Co	−650	51,360	$15,108,057
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
UPS	United Parcel Service Inc	238,535	$23,467,073
HAL	Halliburton Co	566,429	$22,085,066
SLB	Slb Limited/Nv	355,255	$18,256,554
MGM	MGM Resorts International	428,440	$15,856,564
DOW	Dow Inc.	354,180	$14,751,597
SSRM	Ssr Mining Inc.	361,570	$10,630,158
PM	Philip Morris International Inc.	50,189	$8,298,249
VG	Venture Global, Inc.	505,122	$7,960,722
ACHC	Acadia Healthcare Company, Inc.	229,127	$5,359,280
APA	APA Corp	75,542	$3,206,002
COP	Conocophillips	22,310	$2,944,920
NEXT	NextDecade Corp	352,759	$2,702,133
TBN	Tamboran Resources Corp	46,881	$2,343,581
CEG	Constellation Energy Corp	8,299	$2,317,495
KLAC	Kla Corp	1,399	$2,059,901
LRCX	Lam Research Corp	9,512	$2,032,333
NRG	Nrg Energy, Inc.	13,752	$2,009,717
STRL	Sterling Infrastructure, Inc.	4,824	$1,964,670
ONTO	Onto Innovation Inc.	8,831	$1,810,973
MEOH	Methanex Corp	30,000	$1,786,200
MPWR	Monolithic Power Systems, Inc.	1,457	$1,593,010
NCLH	Norwegian Cruise Line Holdings Ltd.	56,830	$1,062,721
GOOS	Canada Goose Holdings Inc.	83,596	$917,048
AEHR	Aehr Test Systems	21,899	$812,014
IBRX	ImmunityBio, Inc.	94,041	$721,294
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
LVS	Las Vegas Sands Corp	362,002	$23,562,710
BABA	Alibaba Group Holding Ltd	147,310	$21,592,699
BAH	Booz Allen Hamilton Holding Corp	228,580	$19,283,008
TXT	Textron Inc	193,430	$16,861,293
UHS	Universal Health Services Inc	76,650	$16,711,233
WYNN	Wynn Resorts Ltd	129,230	$15,550,245
EHC	Encompass Health Corp	95,501	$10,136,476
TXG	10x Genomics, Inc.	610,374	$9,955,199
MLCO	Melco Resorts & Entertainment LTD	1,120,920	$8,485,364
TEL	TE Connectivity plc	27,550	$6,267,900
BKNG	Booking Holdings Inc.	924	$4,948,324
TJX	Tjx Companies Inc /De/	17,206	$2,643,013
TSLA	Tesla, Inc.	5,715	$2,570,149
FTI	TechnipFMC plc	52,180	$2,325,140
GKOS	GLAUKOS Corp	20,368	$2,299,750
RH	Rh	12,648	$2,265,889
HP	Helmerich & Payne, Inc.	77,742	$2,229,640
PAAS	Pan American Silver Corp	41,563	$2,153,379
JAZZ	Jazz Pharmaceuticals plc	12,517	$2,127,890
NEM	NEWMONT Corp /DE/	20,532	$2,050,120
KGC	Kinross Gold Corp	72,580	$2,043,852
NU	Nu Holdings Ltd.	116,337	$1,947,481
WGS	GeneDx Holdings Corp.	13,789	$1,793,397
KTOS	Kratos Defense & Security Solutions, Inc.	21,854	$1,658,937
HDB	Hdfc Bank Ltd	42,930	$1,568,662
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 tracked positions · $1,033,424,351 total · filing declares 96 positions · $1,039,561,399 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	211,491	+38,173	$60,668,308	+11.5%	5.87%
CCL	Carnival Corp Ltd. CALL + SHARES Consumer Cyclical	Added	1,620,018	+143,725	$41,926,065	−7.0%	4.06%
NVDA	Nvidia Corp Technology	Added	231,640	+29,510	$40,398,016	+7.2%	3.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	192,421	-54,375	$40,075,521	−29.6%	3.88%
AAPL	Apple Inc. Technology	Added	152,956	+39,004	$38,818,703	+25.3%	3.76%
EXE	EXPAND ENERGY Corp Energy	Added	341,456	+116,741	$37,485,039	+51.2%	3.63%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	318,349	+33,515	$37,441,025	+12.1%	3.62%
ETN	Eaton Corp plc Industrials	Added	100,255	+59,825	$35,858,205	+178.5%	3.47%
BA	Boeing Co Industrials	Reduced	179,240	-37,415	$35,674,137	−24.2%	3.45%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	258,741	+27,460	$35,504,440	+6.6%	3.44%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	123,961	+9,520	$34,111,587	+6.9%	3.30%
RTX	RTX Corp Industrials	Added	148,079	+9,873	$28,564,439	+12.7%	2.76%
SCHW	Schwab Charles Corp Financial Services	Reduced	270,966	-54,572	$25,465,384	−21.7%	2.46%
RIG	Transocean Ltd. Energy	Reduced	3,610,967	-966,652	$23,940,711	+26.6%	2.32%
LNG	Cheniere Energy, Inc. Energy	Added	83,945	+33,585	$23,820,233	+143.3%	2.30%
UPS	United Parcel Service Inc Industrials	NEW	238,535	NEW	$23,467,073	NEW	2.27%
BWXT	BWX Technologies, Inc. Industrials	Added	111,731	+12,121	$22,847,872	+32.7%	2.21%
HAL	Halliburton Co Energy	NEW	566,429	NEW	$22,085,066	NEW	2.14%
RKT	Rocket Companies, Inc. Financial Services	Reduced	1,536,830	-181,750	$21,899,827	−34.2%	2.12%
AR	ANTERO RESOURCES Corp Energy	Added	503,153	+159,332	$21,353,813	+80.2%	2.07%
LMT	Lockheed Martin Corp Industrials	Added	34,210	+31,635	$20,676,181	+1560.1%	2.00%
GE	General Electric Co Industrials	Added	70,535	+19,105	$20,015,716	+26.3%	1.94%
SLB	Slb Limited/Nv Energy	NEW	355,255	NEW	$18,256,554	NEW	1.77%
MSFT	Microsoft Corp Technology	Added	48,974	+6,682	$18,128,705	−11.4%	1.75%
GD	General Dynamics Corp Industrials	Added	52,440	+390	$17,998,456	+2.7%	1.74%
MGM	MGM Resorts International Consumer Cyclical	NEW	428,440	NEW	$15,856,564	NEW	1.53%
TDY	Teledyne Technologies Inc Technology	Reduced	25,225	-3,520	$15,261,377	+4.0%	1.48%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	51,360	-650	$15,108,057	−9.8%	1.46%
DOW	Dow Inc. Basic Materials	NEW	354,180	NEW	$14,751,597	NEW	1.43%
DELL	Dell Technologies Inc. Technology	Reduced	89,417	-30,115	$14,676,012	−2.5%	1.42%
AVGO	Broadcom Inc. Technology	Reduced	40,680	-60,495	$12,590,866	−64.0%	1.22%
PLGO	Pelagos Insurance Capital Ltd Financial Services	Reduced	597,374	-9,680	$11,415,817	−3.9%	1.10%
META	Meta Platforms, Inc. Communication Services	Reduced	18,677	-39,376	$10,685,672	−72.1%	1.03%
SSRM	Ssr Mining Inc. Basic Materials	NEW	361,570	NEW	$10,630,158	NEW	1.03%
EG	Everest Group, Ltd. Financial Services	Reduced	27,505	-360	$8,990,009	−4.9%	0.87%
PANW	Palo Alto Networks Inc Technology	Added	55,569	+16,290	$8,908,822	+23.1%	0.86%
PM	Philip Morris International Inc. Consumer Defensive	NEW	50,189	NEW	$8,298,249	NEW	0.80%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	11,830	-3,486	$8,070,899	−7.6%	0.78%
VG	Venture Global, Inc. Energy	NEW	505,122	NEW	$7,960,722	NEW	0.77%
DUK	Duke Energy CORP Utilities	Added	60,522	+7,170	$7,924,750	+26.7%	0.77%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	17,325	-49,615	$6,581,767	−71.1%	0.64%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	3,644	-1,195	$6,300,548	−35.4%	0.61%
ACHC	Acadia Healthcare Company, Inc. Healthcare	NEW	229,127	NEW	$5,359,280	NEW	0.52%
APH	Amphenol Corp /De/ Technology	Reduced	38,605	-98,784	$4,877,741	−73.7%	0.47%
BKD	Brookdale Senior Living Inc. Healthcare	Reduced	310,260	-222,040	$4,244,356	−26.1%	0.41%
AER	AerCap Holdings N.V. Industrials	Added	30,896	+1,610	$4,238,313	+0.7%	0.41%
UNH	Unitedhealth Group Inc Healthcare	Reduced	15,045	-1,055	$4,071,026	−23.4%	0.39%
PFSI	PennyMac Financial Services, Inc. Financial Services	Added	42,930	+2,040	$3,752,082	−30.4%	0.36%
APA	APA Corp Energy	NEW	75,542	NEW	$3,206,002	NEW	0.31%
C	Citigroup Inc Financial Services	Reduced	27,840	-45,670	$3,157,334	−63.2%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.