CLOUGH CAPITAL PARTNERS L P

CIK 0001276144 · Q1 2026

13F Equity AUM

$1.0B

-7.7% QoQ

Positions

-11 QoQ

AUM Rank

#2,720

Top 22%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,187 · Top 51%

vs S&P -3.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.3%Top 10: 38.9%Top 20: 62.7%

GOOG5.8%

CCL4.0%

NVDA3.9%

AMZN3.9%

AAPL3.7%

EXE3.6%

PHM3.6%

ETN3.5%

BA3.4%

DHI3.4%

Others (85)61.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials21.9%

Consumer Cyclical21.3%

Technology16.5%

Energy16.5%

Financial Services7.6%

Communication Services7.5%

Basic Materials3.0%

Healthcare2.2%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Portfolio Overlap

Shared: 95Unique: 0vs 20 funds

1.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.8%

BANK OF AMERICA CORP /DE/

JPMORGAN CHASE & CO

1.9%

BlackRock, Inc.

2.3%

STATE STREET CORP

2.6%

GEODE CAPITAL MANAGEMENT, LLC

2.6%

VANGUARD CAPITAL MANAGEMENT LLC

2.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.1%

FMR LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New27Increased32Decreased29Exited38

New Positions

UPS2.3%

+239K

HAL2.1%

+566K

SLB1.8%

+355K

MGM1.5%

+428K

DOW1.4%

+354K

SSRM1.0%

+362K

4I10.8%

+50K

VG0.8%

+505K

ACHC0.5%

+229K

APA0.3%

+76K

Increased

AR2.0%

+159K(+46%)

CCL4.0%

+144K(+10%)

EXE3.6%

+117K(+52%)

ETN3.5%

+60K(+148%)

AAPL3.7%

+39K(+34%)

GOOG5.8%

+38K(+22%)

LNG2.3%

+34K(+67%)

PHM3.6%

+34K(+12%)

LMT2.0%

+32K(+1229%)

MOS0.2%

+31K(+75%)

Decreased

RIG2.3%

-966,652(-21%)

B7S0.4%

-222,040(-42%)

RKT2.1%

-181,750(-11%)

BSX0.1%

-124,090(-90%)

APH0.5%

-98,784(-72%)

AVGO1.2%

-60,495(-60%)

SCHW2.5%

-54,572(-17%)

AMZN3.9%

-54,375(-22%)

SOC0.2%

-53,400(-31%)

HII0.6%

-49,615(-74%)

Exited

-362,002

-147,310

-228,580

-193,430

-76,650

-129,230

-95,501

-610,374

-129,780

-1,120,920

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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