Clough Capital Partners L P 13F Holdings · Q2 2026
Clough Capital Partners L P reported 101 securities worth $1.23B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (4.22%), AMZN (4.21%), NVDA (3.85%). Among its top 25 positions this quarter: 10 new, 12 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $51.9M | 4.22% | 146,763 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $51.7M | 4.21% | 217,106 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $47.3M | 3.85% | 236,615 | Added |
| 4 | PHM | PULTE GROUP INC | $43.7M | 3.56% | 318,540 | Added |
| 5 | DHI | D R HORTON INC | $43.1M | 3.51% | 264,612 | Added |
| 6 | RCL | ROYAL CARIBBEAN GROUP | $40.8M | 3.32% | 128,450 | Added |
| 7 | CCL | CARNIVAL CORP LTD | $40.7M | 3.31% | 1.4M | New |
| 8 | BA | BOEING CO | $38.8M | 3.16% | 179,362 | Added |
| 9 | RTX | RTX CORPORATION | $36.7M | 2.99% | 193,581 | Added |
| 10 | ETN | EATON CORP PLC | $35.8M | 2.91% | 84,011 | Trimmed |
| 11 | RKT | ROCKET COS INC | $31.5M | 2.56% | 2.0M | Added |
| 12 | GE | GE AEROSPACE | $29.1M | 2.37% | 77,835 | Added |
| 13 | POOL | POOL CORP | $28.0M | 2.28% | 130,121 | New |
| 14 | MSFT | MICROSOFT CORP | $26.8M | 2.18% | 71,901 | Added |
| 15 | LLY | ELI LILLY & CO | $25.3M | 2.06% | 21,081 | New |
| 16 | WST | WEST PHARMACEUTICAL SVSC INC | $23.8M | 1.94% | 66,400 | New |
| 17 | FERG | FERGUSON ENTERPRISES INC | $23.1M | 1.88% | 97,280 | New |
| 18 | KDP | KEURIG DR PEPPER INC | $21.9M | 1.79% | 670,488 | New |
| 19 | ASML | ASML HLDG NV | $21.8M | 1.77% | 10,957 | Added |
| 20 | AAPL | APPLE INC | $21.5M | 1.75% | 74,351 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $21.3M | 1.73% | 41,803 | Added |
| 22 | TXG | 10X GENOMICS INC | $21.1M | 1.72% | 549,973 | New |
| 23 | JBL | JABIL INC | $20.8M | 1.70% | 54,018 | New |
| 24 | HDB | HDFC BANK LTD | $20.0M | 1.63% | 775,730 | New |
| 25 | SGI | SOMNIGROUP INTERNATIONAL INC | $19.9M | 1.62% | 253,575 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR