Q2 2026 13F · SEC CIK 1276144

Clough Capital Partners L P

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 101
Top holdings a year, 3 yrs: +16.5%
Average holding period: 2.2 yrs

Clough Capital Partners L P is a hedge fund that reported 101 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOG, 4.2%), Amazon Com Inc (AMZN, 4.2%), Nvidia Corporation (NVDA, 3.9%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 22.3% for the S&P 500.

Clough Capital Partners L P holdings largest 50 of 101 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clough Capital Partners L P 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	4.2%	5.9%	146,763	-30.6%	$51.9M
AMZNAmazon Com Inc	4.2%	3.9%	217,106	+12.8%	$51.7M
NVDANvidia Corporation	3.9%	3.9%	236,615	+2.1%	$47.3M
PHMPulte Group Inc	3.6%	3.6%	318,540	+0.1%	$43.7M
DHID R Horton Inc	3.5%	3.4%	264,612	+2.3%	$43.1M
RCLRoyal Caribbean Group	3.3%	3.3%	128,450	+3.6%	$40.8M
BABoeing Co	3.2%	3.4%	179,362	+0.1%	$38.8M
CCLCarnival Corp Ltd	3.2%	—	1,358,503	—	$38.8M
RTXRtx Corporation	3.0%	2.8%	193,581	+30.7%	$36.7M
ETNEaton Corp PLC	2.9%	3.5%	84,011	-16.2%	$35.8M
RKTRocket Cos Inc	2.6%	2.1%	1,997,456	+30.0%	$31.5M
GEGe Aerospace	2.4%	1.9%	77,835	+10.3%	$29.1M
POOLPool Corp	2.3%	—	130,121	—	$28.0M
MSFTMicrosoft Corp	2.2%	1.8%	71,901	+46.8%	$26.8M
LLYEli Lilly & Co	2.1%	—	21,081	—	$25.3M
WSTWest Pharmaceutical Svsc Inc	1.9%	—	66,400	—	$23.8M
FERGFerguson Enterprises Inc Common Stock Ne	1.9%	—	97,280	—	$23.1M
KDPKeurig Dr Pepper Inc	1.8%	—	670,488	—	$21.9M
ASMLAsml Hldg NV	1.8%	—	10,957	—	$21.8M
AAPLApple Inc	1.8%	3.7%	74,351	-51.4%	$21.5M
LMTLockheed Martin Corp	1.7%	2.0%	41,803	+22.2%	$21.3M
TXG10x Genomics Inc	1.7%	—	549,973	—	$21.1M
JBLJabil Inc	1.7%	—	54,018	—	$20.8M
HDBHdfc Bank Ltd	1.6%	—	775,730	—	$20.0M
TPXSomnigroup International Inc	1.6%	—	253,575	—	$19.9M
GDGeneral Dynamics Corp	1.5%	1.7%	52,507	+0.1%	$18.6M
MKSIMks Inc.	1.5%	—	41,141	—	$18.3M
NVONovo-Nordisk A S	1.5%	—	373,977	—	$17.9M
NOCNorthrop Grumman Corp	1.5%	0.8%	35,166	+197.3%	$17.9M
TDYTeledyne Technologies Inc	1.4%	1.5%	25,244	+0.1%	$16.8M
ILMNIllumina Inc	1.4%	—	95,660	—	$16.8M
JPMJpmorgan Chase & Co	1.4%	1.5%	51,360	+0.0%	$16.8M
AAONAaon Inc	1.3%	—	127,644	—	$16.2M
CLSCelestica Inc	1.3%	—	43,245	—	$15.8M
AVGOBroadcom Inc	1.3%	1.2%	40,694	+0.0%	$15.4M
PLGOPelagos Insurance Capi F	1.2%	1.1%	597,947	+0.1%	$14.6M
LNGCheniere Energy Inc	1.1%	2.3%	57,735	-31.2%	$13.8M
BKDBrookdale Sr Living Inc	1.1%	0.4%	837,450	+169.9%	$13.5M
BWXTBwx Technologies Inc	1.1%	2.2%	67,030	-40.0%	$13.0M
METAMeta Platforms Inc	1.0%	1.0%	21,306	+14.1%	$12.0M
SSRMSsr Mng Inc	0.8%	1.0%	361,879	+0.1%	$10.2M
REEverest Group Ltd	0.8%	0.9%	27,534	+0.1%	$9.8M
HALHalliburton Co	0.7%	2.1%	267,945	-52.7%	$9.1M
ACHCAcadia Healthcare Company in	0.7%	0.5%	284,528	+24.2%	$8.4M
RIGTransocean Ltd	0.7%	2.3%	1,700,814	-52.9%	$8.3M
UNHUnitedhealth Group Inc	0.6%	0.4%	18,849	+25.3%	$7.8M
SLBSlb Limited	0.6%	1.8%	165,461	-53.4%	$7.7M
COHRCoherent Corp	0.5%	—	14,082	—	$5.6M
CRSPCrispr Therapeutics AG	0.4%	—	98,337	—	$5.4M
CCitigroup Inc	0.3%	—	27,840	—	$3.9M

What Clough Capital Partners L P bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NOC Northrop Grumman Corp+197.3% shares
BKD Brookdale Sr Living Inc+169.9% shares
MSFT Microsoft Corp+46.8% shares
RTX Rtx Corporation+30.7% shares
RKT Rocket Cos Inc+30.0% shares
UNH Unitedhealth Group Inc+25.3% shares
ACHC Acadia Healthcare Company in+24.2% shares
LMT Lockheed Martin Corp+22.2% shares

Reduced

SLB Slb Limited-53.4% shares
RIG Transocean Ltd-52.9% shares
HAL Halliburton Co-52.7% shares
AAPL Apple Inc-51.4% shares
BWXT Bwx Technologies Inc-40.0% shares
LNG Cheniere Energy Inc-31.2% shares
GOOG Alphabet Inc-30.6% shares
ETN Eaton Corp PLC-16.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +1.4% /yr; S&P 500 +11.7%
3 years: +16.5% /yr; S&P 500 +22.3%
5 years: +4.8% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	101
Q1 2026	$1.0B	95
Q4 2025	$1.1B	106
Q3 2025	$1.1B	106
Q2 2025	$997.2M	116
Q1 2025	$792.4M	104
Q4 2024	$873.7M	118
Q3 2024	$977.0M	132
Q2 2024	$915.8M	118
Q1 2024	$909.6M	117
Q4 2023	$904.1M	192
Q3 2023	$931.9M	202

Questions about Clough Capital Partners L P's portfolio

What stocks does Clough Capital Partners L P own?

Clough Capital Partners L P's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 101 positions worth $1.2B. The largest are Alphabet Inc (GOOG) at 4.2%, Amazon Com Inc (AMZN) at 4.2%, Nvidia Corporation (NVDA) at 3.9%, Pulte Group Inc (PHM) at 3.6% and D R Horton Inc (DHI) at 3.5%.

What did Clough Capital Partners L P buy last quarter?

In Q2 2026, Clough Capital Partners L P added Northrop Grumman Corp (NOC) (+197.3% shares), Brookdale Sr Living Inc (BKD) (+169.9% shares) and Microsoft Corp (MSFT) (+46.8% shares), compared with its Q1 2026 filing.

What did Clough Capital Partners L P sell last quarter?

In Q2 2026, Clough Capital Partners L P cut from its top 50 Carnival Corp (CUK), cut from its top 50 Expand Energy Corporation (EXE), cut from its top 50 Charles Schwab Corp (the) (SCHW), cut from its top 50 United Parcel Svcs Inc (UPS), cut from its top 50 Antero Resources Corp (AR), Slb Limited (SLB) (-53.4% shares), Transocean Ltd (RIG) (-52.9% shares) and Halliburton Co (HAL) (-52.7% shares), compared with its Q1 2026 filing.

How has Clough Capital Partners L P's portfolio performed?

A portfolio copying Clough Capital Partners L P's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +1.4% against +11.7%. Over 5 years: +4.8% a year against +10.6%.

When is Clough Capital Partners L P's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clough Capital Partners L P's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.