FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,193.48-0.08%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,873.290.15%
RUT2,785.43-0.06%
GSPC7,175.540.15%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001600344

Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL · File #028-22181

Latest AUM
$3.33B
Positions
1,003
Top-10 Concentration
36.2%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEAMAZON COM INCAMZN-184,405-$42.6M+$3.5M
REDUCECOMPASS INCCOMP-2,638,309-$27.9M+$7.7M
ADDVISA INCV+77,118+$27.0M+$83,914
ADDSYSCO CORPSYY+364,600+$26.9M-$46,710
REDUCERENAISSANCERE HLDGS LTDRNR-PG-86,435-$24.3M+$2.5M
EXITEDBROADCOM INC11135F101-71,412-$23.6M$0
ADDCOREWEAVE INCCRWV+319,000+$22.8M-$391,440
NEWFRESHPET INCFRPT+371,792+$22.7M$0
ADDHYATT HOTELS CORPH+131,877+$21.1M+$1.2M
NEWCOMFORT SYS USA INC199908104+21,998+$20.5M$0

Sector Allocation

Energy
11.0%$365.7M
Financials
5.9%$197.4M
Industrials
5.7%$188.9M
Real Estate
5.5%$183.6M
Technology
5.5%$183.2M
Consumer Staples
4.2%$138.7M
Materials
3.1%$103.2M
Healthcare
2.2%$74.7M
Utilities
0.4%$14.1M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY244,700$166.9M13.95%
2AMAZON COM INCAMZN170,289$39.3M3.29%
3HYATT HOTELS CORPH197,796$31.7M2.65%
4VISA INCV86,112$30.2M2.52%
5AMAZON COM INCAMZN130,595$30.1M2.52%
6CELSIUS HLDGS INCCELH621,998$28.5M2.38%
7SYSCO CORPSYY370,000$27.3M2.28%
8MICROSOFT CORPMSFT55,716$26.9M2.25%
9MURPHY OIL CORPMUR847,500$26.5M2.21%
10EXPAND ENERGY CORPORATIONEXE235,788$26.0M2.18%
11HANOVER INS GROUP INC410867105140,630$25.7M2.15%
12BRIXMOR PPTY GROUP INC11120U105920,000$24.1M2.02%
13CINCINNATI FINL CORP172062101147,466$24.1M2.01%
14FIRST INDL RLTY TR INC32054K103420,000$24.1M2.01%
15OVINTIV INCOVV602,932$23.6M1.98%
16CSX CORPCSX645,219$23.4M1.96%
17COREWEAVE INCCRWV325,000$23.3M1.95%
18FRESHPET INCFRPT371,792$22.7M1.89%
19MURPHY OIL CORPMUR700,000$21.9M1.83%
20OCCIDENTAL PETE CORP674599105530,000$21.8M1.82%