CLOUGH CAPITAL PARTNERS L P
Long book
$1.04B
Q1 2026
Positions
95
Top-10 weight
39%
concentration
Last quarter
+10.5%
SPY +14.8%
Turnover
49%
of book per quarter
Strategy in plain words
auto-generated from filingsCLOUGH CAPITAL PARTNERS L P is a diversified fundamental manager, running a $1.04B US long book across 95 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ALPHABET INC-CL C, NVIDIA CORP, AMAZON.COM INC, APPLE INC, CARNIVAL CORP LTD.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.6%
Q2 2024
+3.7%
Q3 2024
-0.2%
Q4 2024
-5.1%
Q1 2025
+15.0%
Q2 2025
+11.0%
Q3 2025
-0.1%
Q4 2025
-3.1%
Q1 2026
+10.5%
Sector allocation
Industrials 36%
Technology 24%
Energy 13%
Financials 10%
Utilities 5%
Consumer discretionary 4%
Services media 3%
Healthcare 2%
Long book by quarter
What does CLOUGH CAPITAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 211.5K | $60.7M | 5.9% | +22.0% |
| NVDA NVIDIA CORP | Technology | 231.6K | $40.4M | 3.9% | +14.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 192.4K | $40.1M | 3.9% | -22.0% |
| AAPL APPLE INC | Technology | 153.0K | $38.8M | 3.7% | +34.2% |
| CCL CARNIVAL CORP LTD | Industrials | 1.5M | $37.8M | 3.7% | +10.9% |
| EXE EXPAND ENERGY CORP | Energy | 341.5K | $37.5M | 3.6% | +52.0% |
| PHM PULTEGROUP INC | Industrials | 318.3K | $37.4M | 3.6% | +11.8% |
| ETN EATON CORP PLC | Industrials | 100.3K | $35.9M | 3.5% | +148.0% |
| BA BOEING CO/THE | Industrials | 179.2K | $35.7M | 3.4% | +2.6% |
| DHI DR HORTON INC | Industrials | 258.7K | $35.5M | 3.4% | +11.9% |
| RCL ROYAL CARIBBEAN CRUISES LTD | Industrials | 124.0K | $34.1M | 3.3% | +8.3% |
| RTX RTX CORP | Industrials | 148.1K | $28.6M | 2.8% | +7.1% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 271.0K | $25.5M | 2.5% | -16.8% |
| RIG TRANSOCEAN LTD | Energy | 3.6M | $23.9M | 2.3% | -21.1% |
| LNG CHENIERE ENERGY INC | Utilities | 83.9K | $23.8M | 2.3% | +66.7% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 238.5K | $23.5M | 2.3% | New |
| BWXT BWX TECHNOLOGIES INC | Industrials | 111.7K | $22.8M | 2.2% | +12.2% |
| HAL HALLIBURTON CO | Energy | 566.4K | $22.1M | 2.1% | New |
| RKT ROCKET COS INC-CLASS A | Financials | 1.5M | $21.9M | 2.1% | -10.6% |
| AR ANTERO RESOURCES CORP | Energy | 503.2K | $21.4M | 2.1% | +46.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 34.2K | $20.7M | 2.0% | +1228.5% |
| GE GENERAL ELECTRIC | Industrials | 70.5K | $20.0M | 1.9% | +37.1% |
| SLB SLB LTD | Energy | 355.3K | $18.3M | 1.8% | New |
| MSFT MICROSOFT CORP | Technology | 49.0K | $18.1M | 1.8% | +15.8% |
| GD GENERAL DYNAMICS CORP | Industrials | 52.4K | $18.0M | 1.7% | +0.7% |
| MGM MGM RESORTS INTERNATIONAL | Services media | 428.4K | $15.9M | 1.5% | New |
| TDY TELEDYNE TECHNOLOGIES INC | Technology | 25.2K | $15.3M | 1.5% | -12.2% |
| JPM JPMORGAN CHASE & CO | Financials | 51.4K | $15.1M | 1.5% | -1.2% |
| DOW DOW INC | Materials | 354.2K | $14.8M | 1.4% | New |
| DELL DELL TECHNOLOGIES -C | Technology | 89.4K | $14.7M | 1.4% | -25.2% |
| AVGO BROADCOM INC | Technology | 40.7K | $12.6M | 1.2% | -59.8% |
| PLGO PELAGOS INSURANCE CAPITAL LT | Financials | 597.4K | $11.4M | 1.1% | -1.6% |
| META META PLATFORMS INC-CLASS A | Technology | 18.7K | $10.7M | 1.0% | -67.8% |
| SSRM SSR MINING INC | Financials | 361.6K | $10.6M | 1.0% | New |
| EG EVEREST GROUP LTD | Financials | 27.5K | $9.0M | 0.9% | -1.3% |
| PANW PALO ALTO NETWORKS INC | Technology | 55.6K | $8.9M | 0.9% | +41.5% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 50.2K | $8.3M | 0.8% | New |
| NOC NORTHROP GRUMMAN CORP | Technology | 11.8K | $8.1M | 0.8% | -22.8% |
| VG VENTURE GLOBAL INC-CL A | Utilities | 505.1K | $8.0M | 0.8% | New |
| DUK DUKE ENERGY CORP | Utilities | 60.5K | $7.9M | 0.8% | +13.4% |
| HII HUNTINGTON INGALLS INDUSTRIE | Industrials | 17.3K | $6.6M | 0.6% | -74.1% |
| MELI MERCADOLIBRE INC | Services media | 3.6K | $6.3M | 0.6% | -24.7% |
| ACHC ACADIA HEALTHCARE CO INC | Healthcare | 229.1K | $5.4M | 0.5% | New |
| APH AMPHENOL CORP-CL A | Technology | 38.6K | $4.9M | 0.5% | -71.9% |
| BKD BROOKDALE SENIOR LIVING INC | Healthcare | 310.3K | $4.2M | 0.4% | -41.7% |
| AER AERCAP HOLDINGS NV | Services media | 30.9K | $4.2M | 0.4% | +5.5% |
| UNH UNITEDHEALTH GROUP INC | Financials | 15.0K | $4.1M | 0.4% | -6.6% |
| PFSI PENNYMAC FINANCIAL SERVICES | Financials | 42.9K | $3.8M | 0.4% | +5.0% |
| FWONK LIBERTY MEDIA CORP-FORMULA-C | Communications | 39.0K | $3.3M | 0.3% | +7.9% |
| APA APA CORP | Energy | 75.5K | $3.2M | 0.3% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 96 | $1.04B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 108 | $1.13B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 109 | $1.14B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 119 | $1.01B | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 112 | $865.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 119 | $881.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 132 | $977.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 118 | $915.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 117 | $909.6M | canonical | SEC ↗ |
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