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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Clough Capital Partners L P

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001999371-26-003461

Total Value
$1.13B
Positions
108
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMAZON COM INCAMZN246,796$57.0M5.06%
2ALPHABET INCGOOG173,318$54.4M4.83%
3CARNIVAL CORPCUKPF1,316,993$40.2M3.57%
4META PLATFORMS INCMETA58,053$38.3M3.40%
5BOEING COBA-PA174,655$37.9M3.37%
6NVIDIA CORPORATIONNVDA202,130$37.7M3.35%
7BROADCOM INCAVGO101,175$35.0M3.11%
8PULTE GROUP INC745867101284,834$33.4M2.97%
9D R HORTON INC23331A109231,281$33.3M2.96%
10ROCKET COS INC77311W1011,718,580$33.3M2.95%
11SCHWAB CHARLES CORPSCHW-PJ325,538$32.5M2.89%
12ROYAL CARIBBEAN GROUPV7780T103114,441$31.9M2.83%
13APPLE INCAAPL113,952$31.0M2.75%
14RTX CORPORATIONRTX138,206$25.3M2.25%
15EXPAND ENERGY CORPORATIONEXE224,715$24.8M2.20%
16LAS VEGAS SANDS CORPLVS362,002$23.6M2.09%
17HUNTINGTON INGALLS INDS INC44641310666,940$22.8M2.02%
18ALIBABA GROUP HLDG LTDBBAAY147,310$21.6M1.92%
19MICROSOFT CORPMSFT42,292$20.5M1.82%
20BOOZ ALLEN HAMILTON HLDG CORBAH228,580$19.3M1.71%
21TRANSOCEAN LTDRIG4,577,619$18.9M1.68%
22AMPHENOL CORP NEW032095101137,389$18.6M1.65%
23GENERAL DYNAMICS CORPGD52,050$17.5M1.56%
24BWX TECHNOLOGIES INCBWXT99,610$17.2M1.53%
25TEXTRON INCTXT193,430$16.9M1.50%
26JPMORGAN CHASE & CO.VYLD52,010$16.8M1.49%
27UNIVERSAL HLTH SVCS INC91390310076,650$16.7M1.48%
28GE AEROSPACE36960430151,430$15.8M1.41%
29WYNN RESORTS LTDWYNN129,230$15.6M1.38%
30DELL TECHNOLOGIES INCDELL119,532$15.0M1.34%
31TELEDYNE TECHNOLOGIES INCTDY28,745$14.7M1.30%
32BOSTON SCIENTIFIC CORPBSX138,440$13.2M1.17%
33EATON CORP PLCETN40,430$12.9M1.14%
34FIDELIS INSURANCE HOLDINGS LFIHL607,054$11.9M1.05%
35ANTERO RESOURCES CORPAR343,821$11.8M1.05%
36ENCOMPASS HEALTH CORPEHC95,501$10.1M0.90%
3710X GENOMICS INCTXG610,374$10.0M0.88%
38CHENIERE ENERGY INCLNG50,360$9.8M0.87%
39MERCADOLIBRE INCMELI4,839$9.7M0.87%
40EVEREST GROUP LTDEG27,865$9.5M0.84%
41MICRON TECHNOLOGY INCMU32,320$9.2M0.82%
42BOEING COBA-PA42,000$9.1M0.81%
43NORTHROP GRUMMAN CORPNOC15,316$8.7M0.78%
44CITIGROUP INCC-PR73,510$8.6M0.76%
45MELCO RESORTS AND ENTMNT LTD5854641001,120,920$8.5M0.75%
46ARCELLX INCACLX129,780$8.5M0.75%
47PALO ALTO NETWORKS INCPANW39,279$7.2M0.64%
48TE CONNECTIVITY PLCTEL27,550$6.3M0.56%
49DUKE ENERGY CORP NEWDUKB53,352$6.3M0.56%
50BROOKDALE SR LIVING INC112463104532,300$5.7M0.51%
51PENNYMAC FINL SVCS INC NEW70932M10740,890$5.4M0.48%
52UNITEDHEALTH GROUP INCUNH16,100$5.3M0.47%
53BOOKING HOLDINGS INCBKNG924$4.9M0.44%
54CARNIVAL CORPCUKPF159,300$4.9M0.43%
55AERCAP HOLDINGS NVAER29,286$4.2M0.37%
56REDDIT INCRDDT16,563$3.8M0.34%
57LIBERTY MEDIA CORP DELFWONB36,174$3.6M0.32%
58TJX COS INC NEW87254010917,206$2.6M0.23%
59TESLA INCTSLA5,715$2.6M0.23%
60SELECT MED HLDGS CORP81619Q105173,010$2.6M0.23%
61SERVICE CORP INTL81756510430,686$2.4M0.21%
62TECHNIPFMC PLCFTI52,180$2.3M0.21%
63GLAUKOS CORPGKOS20,368$2.3M0.20%
64RHRH12,648$2.3M0.20%
65SOLARIS ENERGY INFRAS INCSEI48,932$2.2M0.20%
66HELMERICH & PAYNE INCHP77,742$2.2M0.20%
67PAN AMERN SILVER CORP69790010841,563$2.2M0.19%
68VALE S AVALE164,928$2.1M0.19%
69JAZZ PHARMACEUTICALS PLCJAZZ12,517$2.1M0.19%
70VIKING HOLDINGS LTDVIK29,452$2.1M0.19%
71ASML HOLDING N VASMLF1,953$2.1M0.19%
72SPOTIFY TECHNOLOGY S ASPOT3,579$2.1M0.18%
73NEWMONT CORPNEMCL20,532$2.1M0.18%
74KINROSS GOLD CORPKGCRF72,580$2.0M0.18%
75NU HLDGS LTDNU116,337$1.9M0.17%
76KRYSTAL BIOTECH INCKRYS7,806$1.9M0.17%
77QUANTA SVCS INC74762E1024,509$1.9M0.17%
78GENEDX HOLDINGS CORPWGSWW13,789$1.8M0.16%
79MORGAN STANLEYMS-PQ9,928$1.8M0.16%
80SITIME CORPSITM4,871$1.7M0.15%
81KRATOS DEFENSE & SEC SOLUTIO50077B20721,854$1.7M0.15%
82HDFC BANK LTDHDB42,930$1.6M0.14%
83WARBY PARKER INCWRBY71,827$1.6M0.14%
84SABLE OFFSHORE CORPSOC172,830$1.6M0.14%
85ROLLINS INCROL23,368$1.4M0.12%
86BANK AMERICA CORP06050510424,000$1.3M0.12%
87WALMART INCWMT11,637$1.3M0.12%
88LOCKHEED MARTIN CORPLMT2,575$1.2M0.11%
89CRISPR THERAPEUTICS AGCRSP23,000$1.2M0.11%
90TAIWAN SEMICONDUCTOR MFG LTD8740391003,779$1.1M0.10%
91ARCOS DORADOS HOLDINGS INCARCO147,294$1.1M0.10%
92NVENT ELECTRIC PLCNVT10,116$1.0M0.09%
93SELECT WATER SOLUTIONS INCWTTR97,720$1.0M0.09%
94MOSAIC CO NEWMOS41,390$997,0850.09%
95PLANET LABS PBCPL-WT49,512$976,3770.09%
96STARBUCKS CORPSBUX11,564$973,8040.09%
97PDD HOLDINGS INCPDD8,450$958,1460.09%
98LUMENTUM HLDGS INCLITE2,504$922,9490.08%
99SIMON PPTY GROUP INC NEW8288061094,800$888,5280.08%
100PURECYCLE TECHNOLOGIES INCPCTTW102,974$884,5470.08%
101EXXON MOBIL CORPXOM7,310$879,6850.08%
102TRANSMEDICS GROUP INCTMDX7,119$866,0260.08%
103DENALI THERAPEUTICS INCDNLI51,830$855,7130.08%
104MAKEMYTRIP LIMITED MAURITIUSMMYT10,374$851,9130.08%
105KYMERA THERAPEUTICS INCKYMR10,925$850,0740.08%
106BUTTERFLY NETWORK INCBFLY222,490$845,4620.08%
107GILEAD SCIENCES INCGILD6,300$773,2620.07%
108JOHNSON & JOHNSONJNJ3,107$642,9940.06%