CLOUGH CAPITAL PARTNERS L P

CIK

1276144

Location

Boston, MA

Portfolio Value

Small $221,783,579

Diversification

Diversified

Filing Date

Global Rank

#1,534 / 8,232 ▲ 38

Top Industry

Aerospace & Defense 16.5%

3Y Alpha vs SPY

-6.7%

Period ended 2 months ago

Filed May 15, 2026 · 29d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.7%

SPY

+76.5%

Annualised alpha

-6.7%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

4.3%

−1.0 pts

Top 5

20.4%

−0.7 pts

Top 10

38.7%

+1.9 pts

HHI

249

Diversified+16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	23.4%	$228,171,167	14
Consumer Cyclical	22.7%	$221,783,579	14
Technology	17.6%	$171,316,424	18
Energy	17.6%	$171,147,189	14
Financial Services	9.5%	$92,592,360	9
Basic Materials	3.2%	$31,291,083	5
Healthcare	2.4%	$23,122,757	10
Communication Services	1.4%	$14,081,607	3
Utilities	1.3%	$12,251,962	3
Consumer Defensive	0.9%	$8,298,249	1
Real Estate	0.1%	$895,344	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
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
SCI	Service Corp International	+973	31,659	$2,612,184
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
ACLX	Arcellx, Inc.	129,780	$8,461,656
TEL	TE Connectivity plc	27,550	$6,267,900
BKNG	Booking Holdings Inc.	924	$4,948,325
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $221,783,579 total · Consumer Cyclical only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	1,620,018	+143,725	$41,926,065	−7.0%	18.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	192,421	-54,375	$40,075,521	−29.6%	18.07%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	318,349	+33,515	$37,441,025	+12.1%	16.88%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	258,741	+27,460	$35,504,440	+6.6%	16.01%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	123,961	+9,520	$34,111,587	+6.9%	15.38%
MGM	MGM Resorts International Consumer Cyclical	NEW	428,440	NEW	$15,856,564	NEW	7.15%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	3,644	-1,195	$6,300,548	−35.4%	2.84%
SCI	Service Corp International Consumer Cyclical	Added	31,659	+973	$2,612,184	+9.2%	1.18%
VIK	Viking Holdings Ltd Consumer Cyclical	Added	32,868	+3,416	$2,415,140	+14.8%	1.09%
ARCO	Arcos Dorados Holdings Inc. Consumer Cyclical	Added	159,410	+12,116	$1,315,132	+21.6%	0.59%
ROL	Rollins Inc Consumer Cyclical	Added	24,530	+1,162	$1,310,147	−6.6%	0.59%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	NEW	56,830	NEW	$1,062,721	NEW	0.48%
PDD	PDD Holdings Inc. Consumer Cyclical	Added	9,155	+705	$935,457	−2.4%	0.42%
GOOS	Canada Goose Holdings Inc. Consumer Cyclical	NEW	83,596	NEW	$917,048	NEW	0.41%