Latest Clough Capital Partners L P Stock Portfolio

Clough Capital Partners L P Performance:

2024 Q4: 3.4%YTD: 19.97%2023: 15.84%

Performance for 2024 Q4 is 3.4%, and YTD is 19.97%, and 2023 is 15.84%.

About Clough Capital Partners L P and 13F Hedge Fund Stock Holdings

Clough Capital Partners L P is a hedge fund based in BOSTON, MA. On 31-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.6 Billions. In it's latest 13F Holdings report, Clough Capital Partners L P reported an equity portfolio of $881.6 Millions as of 31 Dec, 2024.

The top stock holdings of Clough Capital Partners L P are AMZN, GOOG, CHK. The fund has invested 4.8% of it's portfolio in AMAZON COM INC and 4.7% of portfolio in ALPHABET INC.

The fund managers got completely rid off ASML HOLDING N V, BRISTOL-MYERS SQUIBB CO (BMY) and ELEVANCE HEALTH INC (ELV) stocks. They significantly reduced their stock positions in JOHNSON & JOHNSON (JNJ), VERIZON COMMUNICATIONS INC (VZ) and ROIVANT SCIENCES LTD (ROIV). Clough Capital Partners L P opened new stock positions in PHILIP MORRIS INTL INC (PM), DRAFTKINGS INC NEW (DKNG) and DOLLAR GEN CORP NEW (DG). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), ENTERGY CORP NEW (ETR) and MAKEMYTRIP LIMITED MAURITIUS (MMYT).

Clough Capital Partners L P Annual Return Estimates Vs S&P 500

Our best estimate is that Clough Capital Partners L P made a return of 3.4% in the last quarter. In trailing 12 months, it's portfolio return was 19.97%.

New Buys

Ticker	$ Bought
philip morris intl inc	14,860,800
draftkings inc new	14,111,800
dollar gen corp new	13,568,800
dollar tree inc	13,278,800
dexcom inc	12,898,200
reddit inc	12,045,700
marvell technology inc	11,854,900
huntington ingalls inds inc	11,402,400

New stocks bought by Clough Capital Partners L P

Additions

Ticker	% Inc.
micron technology inc	765
entergy corp new	720
makemytrip limited mauritius	658
boeing co	243
expand energy corporation	165
autoliv inc	105
morgan stanley	58.76
blue bird corp	57.39

Additions to existing portfolio by Clough Capital Partners L P

Reductions

Ticker	% Reduced
johnson & johnson	-71.31
verizon communications inc	-68.42
roivant sciences ltd	-61.11
apple inc	-54.81
aercap holdings nv	-51.63
transdigm group inc	-49.68
berkshire hathaway inc del	-46.67
humacyte inc	-41.6

Clough Capital Partners L P reduced stake in above stock

Sold off

Ticker	$ Sold
southwestern energy co	-10,582,300
bristol-myers squibb co	-19,503,500
jd.com inc	-9,611,160
sharkninja inc	-22,366,800
magnite inc	-2,402,670
select med hldgs corp	-6,030,240
kinross gold corp	-1,352,580
exelon corp	-4,893,780

Clough Capital Partners L P got rid off the above stocks

Sector Distribution

Clough Capital Partners L P has about 18.9% of it's holdings in Technology sector.

Sector	%
Technology	18.9
Consumer Cyclical	17.6
Others	13.2
Industrials	12.4
Energy	10
Communication Services	7.6
Consumer Defensive	6.5
Healthcare	6.4
Financial Services	3.4
Basic Materials	1.9
Utilities	1.8

Market Cap. Distribution

Clough Capital Partners L P has about 74.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	45.5
MEGA-CAP	28.8
UNALLOCATED	13.2
MID-CAP	10.8
SMALL-CAP	1.6

Stocks belong to which Index?

About 68.2% of the stocks held by Clough Capital Partners L P either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.4
Others	31.8
RUSSELL 2000	4.8

Top 5 Winners (%)		%
SOI	solaris energy infras inc
CHK	expand energy corporation	221.7 %
PL	planet labs pbc	74.8 %
NFE	new fortress energy inc	55.2 %
AEHR	aehr test sys	35.8 %

Top 5 Winners ($)		$
CHK	expand energy corporation	27.1 M
CCL	carnival corp	9.3 M
AMZN	amazon com inc	6.4 M
GOOG	alphabet inc	5.6 M
AVGO	broadcom inc	5.3 M

Top 5 Losers (%)		%
PANW	palo alto networks inc	-51.2 %
ETR	entergy corp new	-43.8 %
REGN	regeneron pharmaceuticals	-32.2 %
DOW	dow inc	-26.5 %
DHI	d r horton inc	-24.3 %

Top 5 Losers ($)		$
PANW	palo alto networks inc	-9.0 M
DHI	d r horton inc	-5.7 M
PHM	pulte group inc	-5.1 M
ETR	entergy corp new	-5.1 M
FCX	freeport-mcmoran inc	-3.6 M

Clough Capital Partners L P Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clough Capital Partners L P

Clough Capital Partners L P has 118 stocks in it's portfolio. About 34.1% of the portfolio is in top 10 stocks. PANW proved to be the most loss making stock for the portfolio. CHK was the most profitable stock for Clough Capital Partners L P last quarter.

Last Reported on: 14 Feb, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AMZN	amazon com inc	4.77	191,692	42,055,300	reduced	-2.38
Historical Trend of AMAZON COM INC Position Held By Clough Capital Partners L P What % of Portfolio is AMZN?: Number of AMZN shares held: Change in No. of Shares Held:
	GOOG	alphabet inc	4.68	216,619	41,252,900	reduced	-33.32

	CHK	expand energy corporation	4.46	394,728	39,295,200	added	165

	MSFT	microsoft corp	4.29	89,730	37,821,200	reduced	-21.94

	AAPL	apple inc	2.91	102,490	25,665,500	reduced	-54.81

	CCL	carnival corp	2.79	985,740	24,564,600	reduced	-33.88

	META	meta platforms inc	2.67	40,162	23,515,300	added	18.92

	LNG	cheniere energy inc	2.60	106,781	22,944,000	added	4.19

	NVDA	nvidia corporation	2.55	167,621	22,509,800	reduced	-14.31

	RCL	royal caribbean group	2.43	92,796	21,407,100	unchanged	0.00

	AVGO	broadcom inc	2.40	91,085	21,117,100	added	31.29

		everest group ltd	2.17	52,863	19,160,700	reduced	-7.52

	BA	boeing co	2.07	102,910	18,215,100	added	243

	IBN	icici bank limited	2.05	605,199	18,071,200	added	35.6

	BATRA	liberty media corp del	1.83	174,370	16,157,100	unchanged	0.00

	PM	philip morris intl inc	1.69	123,480	14,860,800	new

	DHI	d r horton inc	1.63	102,850	14,380,500	reduced	-16.5

	DKNG	draftkings inc new	1.60	379,350	14,111,800	new

	DG	dollar gen corp new	1.54	178,961	13,568,800	new

	PHM	pulte group inc	1.52	122,969	13,391,300	reduced	-32.99