CLOUGH CAPITAL PARTNERS L P

Boston, MA · CIK 1276144 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2004 · limited partnership

Assets managed$1.5bn
Staff11 · 4 in investment roles
Main clients (by assets)Mutual funds and ETFs 59%, Charities 28%, Private funds 13%
Private funds4 (4 hedge) · $201.1m gross assets
Form ADV · 2026-03-31SEC adviser record

Legal entityCLOUGH CAPITAL PARTNERS L.P. (US)

Kindhedge funds, mutual funds, futures
Others nearbyBoston, MA

As an employer

Offices in1 country
Private fundshedge 4

$1.2bn reported value +18.4% vs Q1 2026

101positions

35.0%in top 10

41 new 34 added 19 reduced 35 sold out vs Q1 2026

Options: 1 call positions ($1.9m notional), 0 put positions (— notional) – listed below, not included above.

This report includes the holdings of 1 other manager that shares the investment decisions:

Clough Charles JR – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	146,763	$51.9m4.23%	4.23%	Reduced -64.7k	-64,728 -30.6%
2	AMAZON COM INC COM AMZN	AMZN	217,106	$51.7m4.22%	4.22%	Added +24.7k	+24,685 12.8%
3	NVIDIA CORPORATION COM NVDA	NVDA	236,615	$47.3m3.86%	3.86%	Added +5.0k	+4,975 2.1%
4	PULTE GROUP INC COM PHM	PHM	318,540	$43.7m3.56%	3.56%	Added +191	+191 0.1%
5	D R HORTON INC COM DHI	DHI	264,612	$43.1m3.51%	3.51%	Added +5.9k	+5,871 2.3%
6	ROYAL CARIBBEAN GROUP COM RCL	RCL	128,450	$40.8m3.33%	3.33%	Added +4.5k	+4,489 3.6%
7	BOEING CO COM BA	BA	179,362	$38.8m3.17%	3.17%	Added +122	+122 0.1%
8	CARNIVAL CORP LTD COMMON SHARES CCL	CCL	1,358,503	$38.8m3.16%	3.16%	New
9	RTX CORPORATION COM RTX	RTX	193,581	$36.7m2.99%	2.99%	Added +45.5k	+45,502 30.7%
10	EATON CORP PLC SHS ETN	ETN	84,011	$35.8m2.92%	2.92%	Reduced -16.2k	-16,244 -16.2%
11	ROCKET COS INC COM CL A RKT	RKT	1,997,456	$31.5m2.57%	2.57%	Added +460.6k	+460,626 30.0%
12	GE AEROSPACE COM NEW GE	GE	77,835	$29.1m2.37%	2.37%	Added +7.3k	+7,300 10.3%
13	POOL CORP COM POOL	POOL	130,121	$28.0m2.28%	2.28%	New
14	MICROSOFT CORP COM MSFT	MSFT	71,901	$26.8m2.19%	2.19%	Added +22.9k	+22,927 46.8%
15	ELI LILLY & CO COM LLY	LLY	21,081	$25.3m2.06%	2.06%	New
16	WEST PHARMACEUTICAL SVSC INC COM WST	WST	66,400	$23.8m1.94%	1.94%	New
17	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	97,280	$23.1m1.88%	1.88%	New
18	KEURIG DR PEPPER INC COM KDP	KDP	670,488	$21.9m1.79%	1.79%	New
19	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	10,957	$21.8m1.78%	1.78%	Added +9.4k	+9,381 595.2%
20	APPLE INC COM AAPL	AAPL	74,351	$21.5m1.75%	1.75%	Reduced -78.6k	-78,605 -51.4%
21	LOCKHEED MARTIN CORP COM LMT	LMT	41,803	$21.3m1.74%	1.74%	Added +7.6k	+7,593 22.2%
22	10X GENOMICS INC CL A COM TXG	TXG	549,973	$21.1m1.72%	1.72%	New
23	JABIL INC COM JBL	JBL	54,018	$20.8m1.70%	1.70%	New
24	HDFC BANK LTD SPONSORED ADS HDB	HDB	775,730	$20.0m1.63%	1.63%	New
25	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	253,575	$19.9m1.62%	1.62%	New
26	GENERAL DYNAMICS CORP COM GD	GD	52,507	$18.6m1.52%	1.52%	Added +67	+67 0.1%
27	MKS INC. COM MKSI	MKSI	41,141	$18.3m1.49%	1.49%	New
28	NOVO-NORDISK A S ADR NVO	NVO	373,977	$17.9m1.46%	1.46%	New
29	NORTHROP GRUMMAN CORP COM NOC	NOC	35,166	$17.9m1.46%	1.46%	Added +23.3k	+23,336 197.3%
30	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	25,244	$16.8m1.37%	1.37%	Added +19	+19 0.1%
31	ILLUMINA INC COM ILMN	ILMN	95,660	$16.8m1.37%	1.37%	New
32	JPMORGAN CHASE & CO COM JPM	JPM	51,360	$16.8m1.37%	1.37%	Unchanged
33	AAON INC COM PAR $0.004 AAON	AAON	127,644	$16.2m1.32%	1.32%	New
34	CELESTICA INC COM CLS	CLS	43,245	$15.8m1.29%	1.29%	New
35	BROADCOM INC COM AVGO	AVGO	40,694	$15.4m1.25%	1.25%	Added +14	+14 0.0%
36	FIDELIS INSURANCE HOLDINGS L COM PLGO	PLGO	597,947	$14.6m1.19%	1.19%	Added +573	+573 0.1%
37	CHENIERE ENERGY INC COM NEW LNG	LNG	57,735	$13.8m1.13%	1.13%	Reduced -26.2k	-26,210 -31.2%
38	BROOKDALE SR LIVING INC COM BKD	BKD	837,450	$13.5m1.10%	1.10%	Added +527.2k	+527,190 169.9%
39	BWX TECHNOLOGIES INC COM BWXT	BWXT	67,030	$13.0m1.06%	1.06%	Reduced -44.7k	-44,701 -40.0%
40	META PLATFORMS INC CL A META	META	21,306	$12.0m0.98%	0.98%	Added +2.6k	+2,629 14.1%
41	SSR MINING IN COM SSRM	SSRM	361,879	$10.2m0.83%	0.83%	Added +309	+309 0.1%
42	EVEREST GROUP LTD COM EG	EG	27,534	$9.8m0.80%	0.80%	Added +29	+29 0.1%
43	HALLIBURTON CO COM HAL	HAL	267,945	$9.1m0.74%	0.74%	Reduced -298.5k	-298,484 -52.7%
44	ACADIA HEALTHCARE COMPANY IN COM ACHC	ACHC	284,528	$8.4m0.69%	0.69%	Added +55.4k	+55,401 24.2%
45	TRANSOCEAN LTD REGISTERED SHS RIG	RIG	1,700,814	$8.3m0.68%	0.68%	Reduced -1.9m	-1,910,153 -52.9%
46	UNITEDHEALTH GROUP INC COM UNH	UNH	18,849	$7.8m0.64%	0.64%	Added +3.8k	+3,804 25.3%
47	SCHLUMBERGER LTD COM STK SLB	SLB	165,461	$7.7m0.63%	0.63%	Reduced -189.8k	-189,794 -53.4%
48	COHERENT CORP COM COHR	COHR	14,082	$5.6m0.45%	0.45%	New
49	CRISPR THERAPEUTICS AG NAMEN AKT CRSP	CRSP	98,337	$5.4m0.44%	0.44%	Added +73.7k	+73,652 298.4%
50	CITIGROUP INC COM NEW C	C	27,840	$3.9m0.32%	0.32%	Unchanged
51	TENABLE HLDGS INC COM TENB	TENB	104,911	$3.9m0.32%	0.32%	New
52	VENTURE GLOBAL INC COM CL A VG	VG	345,832	$3.8m0.31%	0.31%	Reduced -159.3k	-159,290 -31.5%
53	SL GREEN RLTY CORP COM SLG	SLG	73,658	$3.8m0.31%	0.31%	New
54	ANTERO RESOURCES CORP COM AR	AR	106,339	$3.7m0.30%	0.30%	Reduced -396.8k	-396,814 -78.9%
55	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	39,206	$3.7m0.30%	0.30%	Added +172	+172 0.4%
56	IMMUNITYBIO INC COM IBRX	IBRX	399,216	$3.5m0.29%	0.29%	Added +305.2k	+305,175 324.5%
57	SOLARIS ENERGY INFRAS INC COM CL A SEI	SEI	43,090	$3.5m0.28%	0.28%	Added +10.6k	+10,614 32.7%
58	KRYSTAL BIOTECH INC COM KRYS	KRYS	9,257	$3.4m0.28%	0.28%	Added +755	+755 8.9%
59	SERVICE CORP INTL COM SCI	SCI	44,458	$3.4m0.28%	0.28%	Added +12.8k	+12,799 40.4%
60	STARBUCKS CORP COM SBUX	SBUX	32,628	$3.3m0.27%	0.27%	New
61	ASTERA LABS INC COM ALAB	ALAB	6,869	$3.3m0.27%	0.27%	New
62	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	159,871	$3.2m0.26%	0.26%	New
63	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,511	$3.1m0.25%	0.25%	New
64	GARRETT MOTION INC COM GTX	GTX	84,674	$3.1m0.25%	0.25%	New
65	APPLIED MATLS INC COM AMAT	AMAT	4,220	$3.1m0.25%	0.25%	New
66	MONOLITHIC PWR SYS INC COM MPWR	MPWR	2,207	$3.1m0.25%	0.25%	Added +750	+750 51.5%
67	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	11,017	$3.0m0.25%	0.25%	New
68	PENNYMAC FINL SVCS INC NEW COM PFSI	PFSI	34,817	$3.0m0.25%	0.25%	Reduced -8.1k	-8,113 -18.9%
69	STERLING INFRASTRUCTURE INC COM STRL	STRL	3,611	$3.0m0.25%	0.25%	Reduced -1.2k	-1,213 -25.1%
70	MAGNITE INC COM MGNI	MGNI	159,586	$3.0m0.25%	0.25%	New
71	MGM RESORTS INTERNATIONAL COM MGM	MGM	62,760	$3.0m0.24%	0.24%	Reduced -365.7k	-365,680 -85.3%
72	SITIME CORP COM SITM	SITM	3,987	$3.0m0.24%	0.24%	Reduced -1.7k	-1,668 -29.5%
73	NU HLDGS LTD ORD SHS CL A NU	NU	216,944	$2.9m0.24%	0.24%	New
74	ONESPAWORLD HOLDINGS LIMITED COM OSW	OSW	102,350	$2.9m0.24%	0.24%	New
75	FREEPORT-MCMORAN INC CL B FCX	FCX	44,395	$2.8m0.23%	0.23%	New
76	MERCADOLIBRE INC COM MELI	MELI	1,643	$2.8m0.23%	0.23%	Reduced -2.0k	-2,001 -54.9%
77	RH COM RH	RH	16,808	$2.8m0.23%	0.23%	New
78	WALMART INC COM WMT	WMT	24,151	$2.7m0.22%	0.22%	New
79	SOUTHERN COPPER CORP COM SCCO	SCCO	15,616	$2.7m0.22%	0.22%	New
80	VERTIV HOLDINGS CO COM CL A VRT	VRT	7,889	$2.6m0.22%	0.22%	New
81	CONSTELLATION ENERGY CORP COM CEG	CEG	10,627	$2.6m0.22%	0.22%	Added +2.3k	+2,328 28.1%
82	TJX COS INC NEW COM TJX	TJX	17,126	$2.6m0.21%	0.21%	New
83	JACOBS SOLUTIONS INC COM J	J	19,816	$2.5m0.20%	0.20%	New
84	MORGAN STANLEY COM NEW MS	MS	9,928	$2.1m0.17%	0.17%	Unchanged
85	SEA LTD SPONSORD ADS SE	SE	17,440	$1.7m0.14%	0.14%	New
86	ROLLINS INC COM ROL	ROL	38,156	$1.6m0.13%	0.13%	Added +13.6k	+13,626 55.5%
87	VS TRUST 2X LONG VIX FUTU 2X LONG VIX FUTU		510,937	$1.6m0.13%	0.13%	Added +439.0k	+439,037 610.6%
88	GRAIL INC COM GRAL	GRAL	22,944	$1.6m0.13%	0.13%	New
89	MOSAIC CO NEW COM MOS	MOS	72,723	$1.5m0.13%	0.13%	Added +313	+313 0.4%
90	DUKE ENERGY CORP NEW COM NEW DUK	DUK	11,662	$1.5m0.12%	0.12%	Reduced -48.9k	-48,860 -80.7%
91	EXPAND ENERGY CORPORATION COM EXE	EXE	16,122	$1.5m0.12%	0.12%	Reduced -325.3k	-325,334 -95.3%
92	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	11,708	$1.4m0.12%	0.12%	New
93	HYLIION HOLDINGS CORP COMMON STOCK HYLN	HYLN	274,500	$1.4m0.12%	0.12%	New
94	HELIX ENERGY SOLUTIONS GRP I COM HOS	HOS	158,336	$1.4m0.11%	0.11%	New
95	BANK AMERICA CORP COM BAC	BAC	24,000	$1.4m0.11%	0.11%	Unchanged
96	AERCAP HOLDINGS NV SHS AER	AER	9,040	$1.3m0.11%	0.11%	Reduced -21.9k	-21,856 -70.7%
97	METHANEX CORP COM MEOH	MEOH	27,635	$1.3m0.10%	0.10%	Reduced -2.4k	-2,365 -7.9%
98	OSCAR HEALTH INC CL A OSCR	OSCR	43,296	$1.2m0.10%	0.10%	New
99	SIMON PPTY GROUP INC NEW COM SPG	SPG	4,800	$1.1m0.09%	0.09%	Unchanged
100	GILEAD SCIENCES INC COM GILD	GILD	6,300	$795.9k0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARNIVAL CORP		1,460,718	$37.8m1.5m shares
SCHWAB CHARLES CORP SCHW	SCHW	270,966	$25.5m271.0k shares
UNITED PARCEL SERVICE INC UPS	UPS	238,535	$23.5m238.5k shares
DOW INC DOW	DOW	354,180	$14.8m354.2k shares
DELL TECHNOLOGIES INC DELL	DELL	89,417	$14.7m89.4k shares
PALO ALTO NETWORKS INC PANW	PANW	55,569	$8.9m55.6k shares
PHILIP MORRIS INTL INC PM	PM	50,189	$8.3m50.2k shares
HUNTINGTON INGALLS INDS INC HII	HII	17,325	$6.6m17.3k shares
AMPHENOL CORP APH	APH	38,605	$4.9m38.6k shares
APA CORPORATION APA	APA	75,542	$3.2m75.5k shares
CONOCOPHILLIPS COP	COP	22,310	$2.9m22.3k shares
SELECT MED HLDGS CORP SEM	SEM	173,010	$2.8m173.0k shares
MICRON TECHNOLOGY INC MU	MU	8,290	$2.8m8.3k shares
NEXTDECADE CORP NEXT	NEXT	352,759	$2.7m352.8k shares
VIKING HOLDINGS LTD VIK	VIK	32,868	$2.4m32.9k shares
TAMBORAN RES CORP TBN	TBN	46,881	$2.3m46.9k shares
VALE S A VALE	VALE	143,097	$2.3m143.1k shares
REDDIT INC RDDT	RDDT	16,455	$2.2m16.5k shares
KLA CORP KLAC	KLAC	13,990	$2.1m14.0k shares
LAM RESEARCH CORP LRCX	LRCX	9,512	$2.0m9.5k shares
NRG ENERGY INC NRG	NRG	13,752	$2.0m13.8k shares
SABLE OFFSHORE CORP SOC	SOC	119,430	$2.0m119.4k shares
LUMENTUM HLDGS INC LITE	LITE	2,580	$1.8m2.6k shares
ONTO INNOVATION INC ONTO	ONTO	8,831	$1.8m8.8k shares
ARCOS DORADOS HOLDINGS INC ARCO	ARCO	159,410	$1.3m159.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
CARNIVAL CORP LTD CCL · Call	CCL	Call	65,500	$1.9m65.5k shares	New