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Size ($ in 1000's)
At 12/31/2023: $902,934
At 09/30/2023: $929,697
Combined Holding Report Includes:
Clough Capital Partners L P
Charles I. Clough Jr.
Clough Capital Partners L P holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clough Capital Partners L P 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Clough Capital Partners L P top holdings by largest position size, as per the latest 13f filing made by Clough Capital Partners L P.
In the Clough Capital Partners L P-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Clough Capital Partners L P in that top holding, then the share count change between reporting periods, and finally the Clough Capital Partners L P top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
168,818 |
+21,481 |
$63,482 | | MSFT | 168,818 | +21,481 | $63,482 | | ALPHABET INC |
409,365 |
-6,115 |
$57,692 | | GOOG | 409,365 | -6,115 | $57,692 | | BOEING CO |
114,055 |
-8,030 |
$29,730 | | BA | 114,055 | -8,030 | $29,730 | | AMAZON COM INC |
195,300 |
+36,935 |
$29,674 | | AMZN | 195,300 | +36,935 | $29,674 | | GENERAL DYNAMICS CORP |
110,141 |
-11,449 |
$28,600 | | GD | 110,141 | -11,449 | $28,600 | | LAM RESEARCH CORP |
31,018 |
+678 |
$24,295 | | LRCX | 31,018 | +678 | $24,295 | | FERGUSON PLC NEW |
117,593 |
+117,593 |
$22,704 | | FERG | 117,593 | +117,593 | $22,704 | | APPLE INC |
106,370 |
-12,500 |
$20,479 | | AAPL | 106,370 | -12,500 | $20,479 | | NORTHROP GRUMMAN CORP |
38,683 |
-2,947 |
$18,109 | | NOC | 38,683 | -2,947 | $18,109 | | VALE S A |
1,105,870 |
+118,270 |
$17,539 | | VALE | 1,105,870 | +118,270 | $17,539 | | SOUTHWESTERN ENERGY CO |
2,557,300 |
-515,500 |
$16,750 | | SWN | 2,557,300 | -515,500 | $16,750 | | CHESAPEAKE ENERGY CORP |
216,338 |
-34,594 |
$16,645 | | CHK | 216,338 | -34,594 | $16,645 | | TRANSDIGM GROUP INC |
16,190 |
-2,025 |
$16,378 | | TDG | 16,190 | -2,025 | $16,378 | | HDFC BANK LTD |
240,395 |
-30,600 |
$16,133 | | HDB | 240,395 | -30,600 | $16,133 | | SANOFI |
322,000 |
+47,600 |
$16,013 | | SNY | 322,000 | +47,600 | $16,013 | | DEXCOM INC |
127,371 |
+19,791 |
$15,805 | | DXCM | 127,371 | +19,791 | $15,805 | | ROYAL CARIBBEAN GROUP |
116,797 |
+19,840 |
$15,124 | | RCL | 116,797 | +19,840 | $15,124 | | SERVICENOW INC |
21,249 |
-1,001 |
$15,012 | | NOW | 21,249 | -1,001 | $15,012 | | CARNIVAL CORP |
771,940 |
-261,160 |
$14,312 | | CCL | 771,940 | -261,160 | $14,312 | | WYNN RESORTS LTD |
153,510 |
-7,300 |
$13,986 | | WYNN | 153,510 | -7,300 | $13,986 | | MERCK & CO INC |
122,953 |
-10,697 |
$13,404 | | MRK | 122,953 | -10,697 | $13,404 | | CHENIERE ENERGY INC |
78,485 |
-6,800 |
$13,398 | | LNG | 78,485 | -6,800 | $13,398 | | HCA HEALTHCARE INC |
43,680 |
+2,100 |
$11,823 | | HCA | 43,680 | +2,100 | $11,823 | | NVIDIA CORPORATION |
23,629 |
+5,259 |
$11,702 | | NVDA | 23,629 | +5,259 | $11,702 | | DRAFTKINGS INC NEW |
322,940 |
-586,898 |
$11,384 | | DKNG | 322,940 | -586,898 | $11,384 | | ENCOMPASS HEALTH CORP |
163,939 |
+26,200 |
$10,938 | | EHC | 163,939 | +26,200 | $10,938 | | EXXON MOBIL CORP |
108,105 |
-26,900 |
$10,808 | | XOM | 108,105 | -26,900 | $10,808 | | TRANSOCEAN LTD |
1,645,643 |
-17,900 |
$10,450 | | RIG | 1,645,643 | -17,900 | $10,450 | | ICICI BANK LIMITED |
429,155 |
-65,005 |
$10,231 | | IBN | 429,155 | -65,005 | $10,231 | | BROADCOM INC |
8,810 |
-1,360 |
$9,834 | | AVGO | 8,810 | -1,360 | $9,834 | | ASML HOLDING N V |
12,644 |
+12,644 |
$9,570 | | ASML | 12,644 | +12,644 | $9,570 | | JPMORGAN CHASE & CO |
56,200 |
-8,000 |
$9,560 | | JPM | 56,200 | -8,000 | $9,560 | | FREEPORT MCMORAN INC |
208,499 |
-16,001 |
$8,876 | | FCX | 208,499 | -16,001 | $8,876 |  BERKSHIRE HATHAWAY INC DEL |
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$8,399 | | BRK.A | 15 | -2 | $8,139 | | BRK.B | 730 | UNCH | $260 | | MCDONALDS CORP |
27,387 |
+18,887 |
$8,121 | | MCD | 27,387 | +18,887 | $8,121 | | PROCTER AND GAMBLE CO |
54,600 |
-10,900 |
$8,001 | | PG | 54,600 | -10,900 | $8,001 | | NOBLE CORP PLC |
162,900 |
-32,900 |
$7,845 | | NE | 162,900 | -32,900 | $7,845 | | MELCO RESORTS AND ENTMNT LTD |
879,300 |
-80,800 |
$7,799 | | MLCO | 879,300 | -80,800 | $7,799 | | KKR INCOME OPPORTUNITIES FD |
617,415 |
-36,400 |
$7,761 | | KIO | 617,415 | -36,400 | $7,761 | | ROIVANT SCIENCES LTD |
678,660 |
-44,140 |
$7,621 | | ROIV | 678,660 | -44,140 | $7,621 | | CORNERSTONE STRATEGIC VALUE |
1,057,356 |
+1,057,356 |
$7,602 | | CLM | 1,057,356 | +1,057,356 | $7,602 | | SELECT MED HLDGS CORP |
317,100 |
-31,800 |
$7,452 | | SEM | 317,100 | -31,800 | $7,452 | | JOHNSON & JOHNSON |
44,865 |
-11,773 |
$7,032 | | JNJ | 44,865 | -11,773 | $7,032 | | LOWES COS INC |
29,720 |
-4,920 |
$6,614 | | LOW | 29,720 | -4,920 | $6,614 | | SCHWAB CHARLES CORP |
95,220 |
+27,620 |
$6,551 | | SCHW | 95,220 | +27,620 | $6,551 | | D R HORTON INC |
41,400 |
+14,600 |
$6,292 | | DHI | 41,400 | +14,600 | $6,292 | | ACCENTURE PLC IRELAND |
16,946 |
-3,354 |
$5,947 | | ACN | 16,946 | -3,354 | $5,947 | | HOME DEPOT INC |
15,991 |
-9,329 |
$5,542 | | HD | 15,991 | -9,329 | $5,542 | | ABRDN HEALTHCARE INVESTORS |
323,228 |
+220,560 |
$5,356 | | HQH | 323,228 | +220,560 | $5,356 | | FIRST TR HIGH INCOME LONG (FSD) |
436,789 |
+436,789 |
$5,281 | | FSD | 436,789 | +436,789 | $5,281 |
See Full List: All Stocks Held By Clough Capital Partners L P
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clough Capital Partners L P
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