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Hedge fund

Clough Capital Partners L P

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 1276144

Reported value
$1.2bn
95% in companies we cover
Positions we cover
98
Largest AMZN 4.2%
Copy, a year
+11.9%
S&P 500 +14.1%
Copy Sharpe ratio
0.58
S&P 500 0.77

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$44.2k
CopyS&P 500 $10,000 copying Clough Capital Partners L P's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −37.6% (S&P 500 −31.8%); beta 1.10; alpha −2.6% a year (t = −1.32); last 12 months +9.5% against +12.1%.

Reported value by quarter

Clough Capital Partners L P: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $500B $1T Reported value, 2013-06-30: $3B Reported value, 2013-09-30: $3.2B Reported value, 2013-12-31: $3B Reported value, 2014-03-31: $3.2B Reported value, 2014-06-30: $3.1B Reported value, 2014-09-30: $2.7B Reported value, 2014-12-31: $2.8B Reported value, 2015-03-31: $3B Reported value, 2015-06-30: $2.6B Reported value, 2015-09-30: $2.3B Reported value, 2015-12-31: $2.1B Reported value, 2016-03-31: $2.1B Reported value, 2016-06-30: $1.9B Reported value, 2016-09-30: $1.9B Reported value, 2016-12-31: $1.5B Reported value, 2017-03-31: $1.6B Reported value, 2017-06-30: $1.4B Reported value, 2017-09-30: $1.5B Reported value, 2017-12-31: $1.2B Reported value, 2018-03-31: $1B Reported value, 2018-06-30: $1.1B Reported value, 2018-09-30: $1.1B Reported value, 2018-12-31: $850.1M Reported value, 2019-03-31: $1.1B Reported value, 2019-06-30: $1B Reported value, 2019-09-30: $953.4M Reported value, 2019-12-31: $1.2B Reported value, 2020-03-31: $823.2M Reported value, 2020-06-30: $1B Reported value, 2020-09-30: $1.2B Reported value, 2020-12-31: $1.4B Reported value, 2021-03-31: $1.5B Reported value, 2021-06-30: $1.8B Reported value, 2021-09-30: $1.6B Reported value, 2021-12-31: $1.5B Reported value, 2022-03-31: $1.3B Reported value, 2022-06-30: $756.6M Reported value, 2022-09-30: $657.3M Reported value, 2022-12-31: $978.8B Reported value, 2023-03-31: $927.8M Reported value, 2023-06-30: $992.1M Reported value, 2023-09-30: $931.9M Reported value, 2023-12-31: $904.1M Reported value, 2024-03-31: $909.6M Reported value, 2024-06-30: $915.8M Reported value, 2024-09-30: $977M Reported value, 2024-12-31: $873.7M Reported value, 2025-03-31: $792.4M Reported value, 2025-06-30: $997.2K Reported value, 2025-09-30: $1.1B Reported value, 2025-12-31: $1.1B Reported value, 2026-03-31: $1B Reported value, 2026-06-30: $1.2B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $1.2B
View chart data
Period Reported value
2013-06-30 $3B
2013-09-30 $3.2B
2013-12-31 $3B
2014-03-31 $3.2B
2014-06-30 $3.1B
2014-09-30 $2.7B
2014-12-31 $2.8B
2015-03-31 $3B
2015-06-30 $2.6B
2015-09-30 $2.3B
2015-12-31 $2.1B
2016-03-31 $2.1B
2016-06-30 $1.9B
2016-09-30 $1.9B
2016-12-31 $1.5B
2017-03-31 $1.6B
2017-06-30 $1.4B
2017-09-30 $1.5B
2017-12-31 $1.2B
2018-03-31 $1B
2018-06-30 $1.1B
2018-09-30 $1.1B
2018-12-31 $850.1M
2019-03-31 $1.1B
2019-06-30 $1B
2019-09-30 $953.4M
2019-12-31 $1.2B
2020-03-31 $823.2M
2020-06-30 $1B
2020-09-30 $1.2B
2020-12-31 $1.4B
2021-03-31 $1.5B
2021-06-30 $1.8B
2021-09-30 $1.6B
2021-12-31 $1.5B
2022-03-31 $1.3B
2022-06-30 $756.6M
2022-09-30 $657.3M
2022-12-31 $978.8B
2023-03-31 $927.8M
2023-06-30 $992.1M
2023-09-30 $931.9M
2023-12-31 $904.1M
2024-03-31 $909.6M
2024-06-30 $915.8M
2024-09-30 $977M
2024-12-31 $873.7M
2025-03-31 $792.4M
2025-06-30 $997.2K
2025-09-30 $1.1B
2025-12-31 $1.1B
2026-03-31 $1B
2026-06-30 $1.2B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
AMZNAmazon4.22%$51.7m217.1K+12.8% Added
NVDANVIDIA Corporation3.86%$47.3m236.6K+2.1% Added
PHMPulteGroup3.56%$43.7m318.5K+0.1%
DHID. R. Horton3.52%$43.1m264.6K+2.3% Added
RCLRoyal Caribbean Group3.33%$40.8m128.4K+3.6% Added
BABoeing3.17%$38.8m179.4K+0.1%
CCLCarnival Corporation3.17%$38.8m1.36MNew
RTXRTX Corporation3.00%$36.7m193.6K+30.7% Added
ETNEaton Corporation2.92%$35.8m84.0K−16.2% Reduced
RKTRocket Companies, Inc.2.56%$31.5m2.00M+30.0% Added
GEGE Aerospace2.37%$29.1m77.8K+10.3% Added
POOLPool Corp2.28%$28.0m130.1KNew
MSFTMicrosoft Corporation2.19%$26.8m71.9K+46.8% Added
LLYLilly (Eli)2.06%$25.3m21.1KNew
WSTWest Pharmaceutical Services1.94%$23.8m66.4KNew
FERGFerguson Enterprises1.88%$23.1m97.3KNew
KDPKeurig Dr Pepper1.79%$21.9m670.5KNew
ASMLAsml Holding NV1.78%$21.8m11.0K+595.2% Added
AAPLApple Inc.1.75%$21.5m74.4K−51.4% Reduced
LMTLockheed Martin1.74%$21.3m41.8K+22.2% Added
TXG10x Genomics, Inc.1.72%$21.1m550.0KNew
JBLJabil1.70%$20.8m54.0KNew
HDBHdfc Bank LTD1.63%$20.0m775.7KNew
SGISomnigroup International Inc.1.62%$19.9m253.6KNew
GDGeneral Dynamics1.52%$18.6m52.5K+0.1%
MKSIMKS Inc1.49%$18.3m41.1KNew
NVONovo Nordisk A S1.46%$17.9m374.0KNew
NOCNorthrop Grumman1.46%$17.9m35.2K+197.3% Added
TDYTeledyne Technologies1.37%$16.8m25.2K+0.1%
ILMNIllumina, Inc.1.37%$16.8m95.7KNew
JPMJPMorgan Chase1.37%$16.8m51.4K0.0%
AAONAAON, Inc.1.32%$16.2m127.6KNew
CLSCelestica Inc1.29%$15.8m43.2KNew
AVGOBroadcom1.25%$15.4m40.7K0.0%
PLGOPelagos Insurance Capital Ltd1.19%$14.6m597.9K+0.1%
LNGCheniere Energy, Inc.1.13%$13.8m57.7K−31.2% Reduced
BKDBrookdale Senior Living Inc.1.10%$13.5m837.5K+169.9% Added
BWXTBWX Technologies, Inc.1.06%$13.0m67.0K−40.0% Reduced
METAMeta Platforms0.98%$12.0m21.3K+14.1% Added
SSRMSSR Mining Inc.0.83%$10.2m361.9K+0.1%
EGEverest Group0.80%$9.8m27.5K+0.1%
HALHalliburton0.74%$9.1m267.9K−52.7% Reduced
ACHCAcadia Healthcare Company, Inc.0.69%$8.4m284.5K+24.2% Added
RIGTransocean Ltd.0.68%$8.3m1.70M−52.9% Reduced
UNHUnitedHealth Group0.64%$7.8m18.8K+25.3% Added
SLBSchlumberger0.63%$7.7m165.5K−53.4% Reduced
COHRCoherent Corp.0.45%$5.6m14.1KNew
CRSPCrispr Therapeutics AG0.44%$5.4m98.3K+298.4% Added
CCitigroup0.32%$3.9m27.8K0.0%
TENBTenable Holdings, Inc.0.32%$3.9m104.9KNew
VGVenture Global, Inc.0.31%$3.8m345.8K−31.5% Reduced
SLGSL Green Realty Corp0.31%$3.8m73.7KNew
ARAntero Resources Corp0.30%$3.7m106.3K−78.9% Reduced
FWONKLiberty Media Corp0.30%$3.7m39.2K+0.4%
IBRXImmunitybio, Inc.0.28%$3.5m399.2K+324.5% Added
SEISolaris Energy Infrastructure, Inc.0.28%$3.5m43.1K+32.7% Added
KRYSKrystal Biotech, Inc.0.28%$3.4m9.3K+8.9% Added
SCIService Corp International0.28%$3.4m44.5K+40.4% Added
SBUXStarbucks0.27%$3.3m32.6KNew
ALABAstera Labs, Inc.0.27%$3.3m6.9KNew
WTTRSelect Water Solutions, Inc.0.26%$3.2m159.9KNew
TSMTaiwan Semiconductor Manufacturing Co LTD0.25%$3.1m6.5KNew
GTXGarrett Motion Inc.0.25%$3.1m84.7KNew
AMATApplied Materials0.25%$3.1m4.2KNew
MPWRMonolithic Power Systems, Inc.0.25%$3.1m2.2K+51.5% Added
NBISNebius Group N.V.0.25%$3.0m11.0KNew
PFSIPennymac Financial Services, Inc.0.25%$3.0m34.8K−18.9% Reduced
STRLSterling Infrastructure, Inc.0.25%$3.0m3.6K−25.1% Reduced
MGNIMagnite, Inc.0.25%$3.0m159.6KNew
MGMMGM Resorts0.24%$3.0m62.8K−85.4% Reduced
NUNu Holdings Ltd.0.24%$2.9m216.9KNew
OSWOnespaworld Holdings Ltd0.24%$2.9m102.3KNew
FCXFreeport-McMoRan0.23%$2.8m44.4KNew
MELIMercadolibre Inc0.23%$2.8m1.6K−54.9% Reduced
RHRH0.23%$2.8m16.8KNew
WMTWalmart0.22%$2.7m24.2KNew
SCCOSouthern Copper Corp/0.22%$2.7m15.6KNew
VRTVertiv0.21%$2.6m7.9KNew
CEGConstellation Energy0.21%$2.6m10.6K+28.1% Added
TJXTJX Companies0.21%$2.6m17.1KNew
JJacobs Solutions0.20%$2.5m19.8KNew
MSMorgan Stanley0.17%$2.1m9.9K0.0%
SESea Ltd0.14%$1.7m17.4KNew
ROLRollins, Inc.0.13%$1.6m38.2K+55.5% Added
GRALGrail, Inc.0.13%$1.6m22.9KNew
MOSThe Mosaic Company0.13%$1.5m72.7K+0.4%
DUKDuke Energy0.12%$1.5m11.7K−80.7% Reduced
EXEExpand Energy0.12%$1.5m16.1K−95.3% Reduced
SXTSensient Technologies Corp0.12%$1.4m11.7KNew
HYLNHyliion Holdings Corp.0.12%$1.4m274.5KNew
HOSHornbeck Offshore Services, Inc.0.11%$1.4m158.3KNew
BACBank of America0.11%$1.4m24.0K0.0%
AERAercap Holdings N.V.0.11%$1.3m9.0K−70.7% Reduced
MEOHMethanex Corp0.10%$1.3m27.6K−7.9% Reduced
OSCROscar Health, Inc.0.10%$1.2m43.3KNew
SPGSimon Property Group0.09%$1.1m4.8K0.0%
GILDGilead Sciences0.07%$795,9426.3K0.0%
JNJJohnson & Johnson0.06%$789,0853.1K0.0%
CompanyBought (value)Shares
CCLCarnival Corporation$38.8m1.36M
POOLPool Corp$28.0m130.1K
LLYLilly (Eli)$25.3m21.1K
WSTWest Pharmaceutical Services$23.8m66.4K
FERGFerguson Enterprises$23.1m97.3K
KDPKeurig Dr Pepper$21.9m670.5K
TXG10x Genomics, Inc.$21.1m550.0K
JBLJabil$20.8m54.0K
HDBHdfc Bank LTD$20.0m775.7K
SGISomnigroup International Inc.$19.9m253.6K
ASMLAsml Holding NV$18.7m9.4K
MKSIMKS Inc$18.3m41.1K
NVONovo Nordisk A S$17.9m374.0K
ILMNIllumina, Inc.$16.8m95.7K
AAONAAON, Inc.$16.2m127.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
EXEExpand Energy−$29.7m−325.3K
SCHWCharles Schwab Corporation−$25.5m−271.0K
UPSUnited Parcel Service−$23.5m−238.5K
AAPLApple Inc.−$22.7m−78.6K
MGMMGM Resorts−$17.5m−365.7K
DOWDow Inc.−$14.8m−354.2K
DELLDell Technologies−$14.7m−89.4K
ARAntero Resources Corp−$13.9m−396.8K
HALHalliburton−$10.1m−298.5K
RIGTransocean Ltd.−$9.3m−1.91M
PANWPalo Alto Networks−$8.9m−55.6K
SLBSchlumberger−$8.8m−189.8K
BWXTBWX Technologies, Inc.−$8.7m−44.7K
PMPhilip Morris International−$8.3m−50.2K
ETNEaton Corporation−$6.9m−16.2K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
SCHWCharles Schwab Corporation$25.5m271.0K
UPSUnited Parcel Service$23.5m238.5K
DOWDow Inc.$14.8m354.2K
DELLDell Technologies$14.7m89.4K
PANWPalo Alto Networks$8.9m55.6K
PMPhilip Morris International$8.3m50.2K
HIIHuntington Ingalls Industries$6.6m17.3K
APHAmphenol$4.9m38.6K
APAAPA Corporation$3.2m75.5K
COPConocoPhillips$2.9m22.3K
MUMicron Technology$2.8m8.3K
NEXTNextdecade Corp$2.7m352.8K
VIKViking Holdings Ltd$2.4m32.9K
TBNTamboran Resources Corp$2.3m46.9K
VALEVale S.a.$2.3m143.1K
RDDTReddit, Inc.$2.2m16.5K
KLACKLA Corporation$2.1m1.4K
LRCXLam Research$2.0m9.5K
NRGNRG Energy$2.0m13.8K
SOCSable Offshore Corp.$2.0m119.4K
LITELumentum$1.8m2.6K
ONTOOnto Innovation Inc.$1.8m8.8K
ARCOArcos Dorados Holdings Inc.$1.3m159.4K
SPOTSpotify Technology S.a.$1.2m2.4K
NVTnVent Electric plc$1.1m9.5K
PWRQuanta Services$1.1m2.0K
NCLHNorwegian Cruise Line Holdings$1.1m56.8K
PDDPDD Holdings Inc.$935,4589.2K
BSXBoston Scientific$900,46314.3K
AEHRAehr Test Systems$812,01521.9K
  • Consumer Discretionary24.5%
  • Industrials22.7%
  • Technology19.6%
  • Health Care12.9%
  • Financials9.1%
  • Energy4.8%
  • Consumer Staples2.1%
  • Materials1.7%
  • Communication Services1.7%
  • Utilities0.4%
  • Real Estate0.4%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+11.9%+14.1%0.580.77−37.6%1.10
2018 onwardsJanuary 5, 2018 to November 2, 2026+9.6%+13.9%0.410.66−37.6%1.10
Last three yearsNovember 3, 2023 to November 2, 2026+17.7%+21.8%0.871.16−17.0%0.98
Last yearNovember 7, 2025 to November 2, 2026+11.8%+14.2%0.640.84−8.6%0.86

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.