Arkolith/Funds/Clough Capital Partners L P

Clough Capital Partners L P

CIK 1276144
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Clough Capital Partners L P holds a diversified book of 95 stocks worth $1.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened United Parcel Service-CL B and trimmed Amazon.com Inc. Their largest long position is Alphabet Inc-CL C at 6% of the equity book. They also disclosed $4.1M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show CLOUGH CAPITAL PARTNERS L P's latest
holdings, largest changes, and filing provenance.
Opened
27
new positions
Added to
33
existing
Trimmed
28
reduced
Sold out
38
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
39%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Industrials
31%
Information Technology
26%
Energy
13%
Financials
10%
Consumer Discretionary
6%
Utilities
5%
ETF / fund or unclassified
4%
Health Care
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

95 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL C
$60.7M211.5K
5.9%
+22%
Added · +38K sh
2Nvidia Corporation
COM
$40.4M231.6K
3.9%
+15%
Added · +30K sh
3Amazon Com Inc
COM
$40.1M192.4K
3.9%
−22%
Reduced · −54K sh
4Apple Inc
COM
$38.8M153.0K
3.7%
+34%
Added · +39K sh
5Carnival Corp
COMMON STOCK
$37.8M1.46M
3.7%
+11%
Added · +144K sh
6Expand Energy Corporation
COM
$37.5M341.5K
3.6%
+52%
Added · +117K sh
7Pulte Group Inc
COM
$37.4M318.3K
3.6%
+12%
Added · +34K sh
8Eaton Corp PLC
SHS
$35.9M100.3K
3.5%
+148%
Added · +60K sh
9Boeing Co
COM
$35.7M179.2K
3.4%
+2.6%
Added · +5K sh
10D R Horton Inc
COM
$35.5M258.7K
3.4%
+12%
Added · +27K sh
11Royal Caribbean Group
COM
$34.1M124.0K
3.3%
+8.3%
Added · +10K sh
12RTX Corporation
COM
$28.6M148.1K
2.8%
+7.1%
Added · +10K sh
13Schwab Charles Corp
COM
$25.5M271.0K
2.5%
−17%
Reduced · −55K sh
14Transocean Ltd
REGISTERED SHS
$23.9M3.61M
2.3%
−21%
Reduced · −967K sh
15Cheniere Energy Inc
COM NEW
$23.8M83.9K
2.3%
+67%
Added · +34K sh
16United Parcel Svcs Inc
CL B
$23.5M238.5K
2.3%
New
New position
17BWX Technologies Inc
COM
$22.8M111.7K
2.2%
+12%
Added · +12K sh
18Halliburton Co
COM
$22.1M566.4K
2.1%
New
New position
19Rocket Cos Inc
COM CL A
$21.9M1.54M
2.1%
−11%
Reduced · −182K sh
20Antero Resources Corp
COM
$21.4M503.2K
2.1%
+46%
Added · +159K sh
21Lockheed Martin Corp
COM
$20.7M34.2K
2.0%
13×
Added · +32K sh
22Ge Aerospace
COM NEW
$20.0M70.5K
1.9%
+37%
Added · +19K sh
23SLB Limited
COM STK
$18.3M355.3K
1.8%
New
New position
24Microsoft Corp
COM
$18.1M49.0K
1.8%
+16%
Added · +7K sh
25General Dynamics Corp
COM
$18.0M52.4K
1.7%
+0.7%
Added · +390 sh
26MGM Resorts International
COM
$15.9M428.4K
1.5%
New
New position
27Teledyne Technologies Inc
COM
$15.3M25.2K
1.5%
−12%
Reduced · −4K sh
28JPMorgan Chase & Co
COM
$15.1M51.4K
1.5%
−1.2%
Reduced · −650 sh
29Dow Hldgs Inc
COM
$14.8M354.2K
1.4%
New
New position
30Dell Technologies Inc
CL C
$14.7M89.4K
1.4%
−25%
Reduced · −30K sh
31Broadcom Inc
COM
$12.6M40.7K
1.2%
−60%
Reduced · −60K sh
32Fidelis Insurance Holdings
L COM
$11.4M597.4K
1.1%
−1.6%
Reduced · −10K sh
33Meta Platforms Inc
CL A
$10.7M18.7K
1.0%
−68%
Reduced · −39K sh
34SSR Mining In
COM
$10.6M361.6K
1.0%
New
New position
35Everest Group Ltd
COM
$9.0M27.5K
0.9%
−1.3%
Reduced · −360 sh
36Palo Alto Networks Inc
COM
$8.9M55.6K
0.9%
+41%
Added · +16K sh
37Philip Morris Intl Inc
COM
$8.3M50.2K
0.8%
New
New position
38Northrop Grumman Corp
COM
$8.1M11.8K
0.8%
−23%
Reduced · −3K sh
39Venture Global Inc
COM CL A
$8.0M505.1K
0.8%
New
New position
40Duke Energy Corp New
COM NEW
$7.9M60.5K
0.8%
+13%
Added · +7K sh
41Huntington Ingalls Inds Inc
COM
$6.6M17.3K
0.6%
−74%
Reduced · −50K sh
42Mercadolibre Inc
COM
$6.3M3.6K
0.6%
−25%
Reduced · −1K sh
43Acadia Healthcare Company I
N COM
$5.4M229.1K
0.5%
New
New position
44Amphenol Corp
CL A
$4.9M38.6K
0.5%
−72%
Reduced · −99K sh
45Brookdale SR Living Inc
COM
$4.2M310.3K
0.4%
−42%
Reduced · −222K sh
46Aercap Holdings NV
SHS
$4.2M30.9K
0.4%
+5.5%
Added · +2K sh
47Unitedhealth Group Inc
COM
$4.1M15.0K
0.4%
−6.5%
Reduced · −1K sh
48Pennymac Finl Svcs Inc New
COM
$3.8M42.9K
0.4%
+5.0%
Added · +2K sh
49Liberty Media Corp Del
COM LBTY ONE S C
$3.3M39.0K
0.3%
+7.9%
Added · +3K sh
50Apa Corporation
COM
$3.2M75.5K
0.3%
New
New position
Showing 50 of 95 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$4.1M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishCARNIVAL CORP LTDCCL1EUR$4.1M159K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202696$1.0B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026108$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025109$1.1B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025119$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.