Clough Capital Partners L P Top Holdings and 13F Report (2024) About Clough Capital Partners L PInvestment ActivityClough Capital Partners L P has $977.02 million in total holdings as of September 30, 2024.Clough Capital Partners L P owns shares of 132 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 23.13% of the portfolio was purchased this quarter.About 19.46% of the portfolio was sold this quarter.This quarter, Clough Capital Partners L P has purchased 118 new stocks and bought additional shares in 28 stocks.Clough Capital Partners L P sold shares of 46 stocks and completely divested from 17 stocks this quarter.Largest Holdings Alphabet $54,310,668Apple $52,842,070Microsoft $49,462,124Amazon.com $36,589,808ASML $31,825,984 Largest New Holdings this Quarter Bristol-Myers Squibb $19,503,496 HoldingFidelis Insurance $11,359,325 HoldingAgilent Technologies $10,662,349 HoldingPDD $10,439,686 HoldingOwens Corning $10,073,996 Holding Largest Purchases this Quarter Bristol-Myers Squibb 376,952 shares (about $19.50M)Dell Technologies 146,439 shares (about $17.36M)Alphabet 89,190 shares (about $14.91M)Fidelis Insurance 628,977 shares (about $11.36M)Broadcom 62,627 shares (about $10.80M) Largest Sales this Quarter Eli Lilly and Company 16,904 shares (about $14.98M)Microsoft 32,849 shares (about $14.13M)UnitedHealth Group 19,785 shares (about $11.57M)Apple 45,730 shares (about $10.66M)Verizon Communications 231,205 shares (about $10.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClough Capital Partners L P Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$54,310,668$14,911,676 ▲37.8%324,8445.6%Computer and TechnologyAAPLApple$52,842,070$10,655,090 ▼-16.8%226,7905.4%Computer and TechnologyMSFTMicrosoft$49,462,124$14,134,925 ▼-22.2%114,9485.1%Computer and TechnologyAMZNAmazon.com$36,589,808$1,044,193 ▲2.9%196,3713.7%Retail/WholesaleASMLASML$31,825,984$3,732,960 ▲13.3%38,1953.3%Computer and TechnologyCCLCarnival Co. &$27,552,571$92,677 ▼-0.3%1,490,9402.8%Consumer DiscretionaryPHMPulteGroup$26,339,047$7,972,374 ▲43.4%183,5092.7%ConstructionNVDANVIDIA$23,755,158$7,367,194 ▼-23.7%195,6212.4%Computer and TechnologyDHID.R. Horton$23,499,049$4,569,895 ▲24.1%123,1802.4%ConstructionTDGTransDigm Group$23,414,922$11,417 ▼0.0%16,4072.4%AerospaceEGEverest Group$22,398,178$3,060,192 ▲15.8%57,1632.3%FinanceSNSharkNinja$22,366,756$1,537,159 ▼-6.4%205,7472.3%Consumer DiscretionaryGDGeneral Dynamics$20,040,695$1,368,664 ▼-6.4%66,3162.1%AerospaceDELLDell Technologies$19,584,823$17,358,879 ▲779.8%165,2172.0%Computer and TechnologyBMYBristol-Myers Squibb$19,503,496$19,503,496 ▲New Holding376,9522.0%MedicalMETAMeta Platforms$19,332,444$6,459,986 ▲50.2%33,7722.0%Computer and TechnologyCHENIERE ENERGY INC$18,431,262$73,015 ▲0.4%102,4871.9%COM NEWELVElevance Health$16,787,680$3,315,000 ▲24.6%32,2841.7%MedicalRCLRoyal Caribbean Cruises$16,458,299$39,019 ▼-0.2%92,7961.7%Consumer DiscretionaryAERAerCap$16,427,384$5,722,225 ▲53.5%173,4311.7%FinanceFCXFreeport-McMoRan$15,718,810$1,510,330 ▲10.6%314,8801.6%Basic MaterialsRTXRTX$14,389,083$711,936 ▲5.2%118,7611.5%AerospaceFWONKFormula One Group$13,501,469$4,738,329 ▲54.1%174,3701.4%Consumer DiscretionaryIBNICICI Bank$13,322,055$130,206 ▲1.0%446,3001.4%FinanceRIGTransocean$12,311,056$907,843 ▼-6.9%2,896,7191.3%Oils/EnergyCHKChesapeake Energy$12,216,099$195,015 ▲1.6%148,5241.3%Oils/EnergyAVGOBroadcom$11,967,533$10,803,158 ▲927.8%69,3771.2%Computer and TechnologyJPMJPMorgan Chase & Co.$11,850,3320.0%56,2001.2%FinanceUHSUniversal Health Services$11,485,768$2,896,977 ▼-20.1%50,1541.2%MedicalFIHLFidelis Insurance$11,359,325$11,359,325 ▲New Holding628,9771.2%FinanceAAgilent Technologies$10,662,349$10,662,349 ▲New Holding71,8101.1%Computer and TechnologySWNSouthwestern Energy$10,582,296$640,504 ▼-5.7%1,488,3681.1%Oils/EnergyEHCEncompass Health$10,450,070$2,659,050 ▼-20.3%108,1341.1%MedicalPDDPDD$10,439,686$10,439,686 ▲New Holding77,4401.1%Multi-Sector ConglomeratesBRK.ABerkshire Hathaway$10,367,7000.0%151.1%FinanceOCOwens Corning$10,073,996$10,073,996 ▲New Holding57,0701.0%ConstructionCIThe Cigna Group$9,960,150$9,960,150 ▲New Holding28,7501.0%MedicalLULULululemon Athletica$9,749,606$9,749,606 ▲New Holding35,9301.0%Consumer DiscretionaryLLYEli Lilly and Company$9,646,115$14,975,930 ▼-60.8%10,8881.0%MedicalJDJD.com$9,611,160$9,611,160 ▲New Holding240,2791.0%Retail/WholesalePGProcter & Gamble$9,456,7200.0%54,6001.0%Consumer StaplesBABAAlibaba Group$8,764,451$8,764,451 ▲New Holding82,5900.9%Retail/WholesaleSCHWCharles Schwab$8,431,781$4,117,444 ▼-32.8%130,1000.9%FinanceMELIMercadoLibre$8,072,411$1,333,774 ▼-14.2%3,9340.8%Retail/WholesaleAPHAmphenol$7,688,8800.0%118,0000.8%Computer and TechnologyFDXFedEx$7,531,674$7,531,674 ▲New Holding27,5200.8%TransportationEMEEMCOR Group$7,499,833$7,499,833 ▲New Holding17,4200.8%ConstructionNOCNorthrop Grumman$7,234,031$1,988,184 ▼-21.6%13,6990.7%AerospaceHCAHCA Healthcare$7,041,806$8,780,920 ▼-55.5%17,3260.7%MedicalSEMSelect Medical$6,030,243$2,039,023 ▼-25.3%172,9350.6%MedicalABBVAbbVie$5,928,350$843,240 ▼-12.5%30,0200.6%MedicalDUKDuke Energy$5,402,382$801,912 ▲17.4%46,8550.6%UtilitiesECLEcolab$5,226,094$33,704 ▼-0.6%20,4680.5%Basic MaterialsTCOMTrip.com Group$5,116,269$41,304 ▼-0.8%86,0890.5%Consumer DiscretionaryEXCExelon$4,893,7820.0%120,7000.5%UtilitiesHDBHDFC Bank$4,813,366$20,019 ▼-0.4%76,9400.5%FinanceBABoeing$4,553,598$3,046,882 ▼-40.1%29,9500.5%AerospaceLINDE PLC$4,371,3760.0%9,1670.4%SHSUNHUnitedHealth Group$4,072,296$11,567,893 ▼-74.0%6,9650.4%MedicalBKNGBooking$3,891,999$753,970 ▼-16.2%9240.4%Retail/WholesaleVALEVale$2,750,255$3,262,049 ▼-54.3%235,4670.3%Basic MaterialsVZVerizon Communications$2,645,064$10,383,415 ▼-79.7%58,8970.3%Computer and TechnologyWMTWalmart$2,494,125$1,615,969 ▲184.0%30,8870.3%Retail/WholesaleMGNIMagnite$2,402,670$381,637 ▲18.9%173,4780.2%Computer and TechnologyXOMExxon Mobil$2,330,568$16,997 ▼-0.7%19,8820.2%Oils/EnergySPGSimon Property Group$2,298,6720.0%13,6000.2%FinanceOFIXOrthofix Medical$2,082,474$224,459 ▲12.1%133,3210.2%MedicalMSMorgan Stanley$1,933,6520.0%18,5500.2%FinanceSTRLSterling Infrastructure$1,902,227$332,241 ▲21.2%13,1170.2%ConstructionKOCoca-Cola$1,785,721$2,033,638 ▼-53.2%24,8500.2%Consumer StaplesCMCSAComcast$1,763,1160.0%42,2000.2%Consumer DiscretionaryPFEPfizer$1,681,414$1,681,414 ▲New Holding58,1000.2%MedicalSKYSkyline Champion$1,642,707$177,939 ▲12.1%17,3190.2%ConstructionMUMicron Technology$1,619,950$8,345,854 ▼-83.7%15,6200.2%Computer and TechnologyJNJJohnson & Johnson$1,581,868$275,502 ▲21.1%9,7610.2%MedicalCVXChevron$1,561,0620.0%10,6000.2%Oils/EnergySCIService Co. International$1,538,030$1,538,030 ▲New Holding19,4860.2%Consumer StaplesOSWOneSpaWorld$1,509,377$333,948 ▲28.4%91,4220.2%Consumer DiscretionaryERJEmbraer$1,491,800$274,825 ▲22.6%42,1770.2%AerospaceICFIICF International$1,475,091$210,322 ▲16.6%8,8440.2%Business ServicesROLRollins$1,443,958$1,443,958 ▲New Holding28,5480.1%ConstructionMCDMcDonald's$1,390,6970.0%4,5670.1%Retail/WholesaleETREntergy$1,371,771$1,371,771 ▲New Holding10,4230.1%UtilitiesTMDXTransMedics Group$1,366,685$1,366,685 ▲New Holding8,7050.1%MedicalKGCKinross Gold$1,352,576$36,438 ▼-2.6%144,5060.1%Basic MaterialsNEMNewmont$1,340,259$1,340,259 ▲New Holding25,0750.1%Basic MaterialsALVAutoliv$1,330,5230.0%14,2500.1%Auto/Tires/TrucksAEMAgnico Eagle Mines$1,325,293$65,576 ▼-4.7%16,4510.1%Basic MaterialsAMDAdvanced Micro Devices$1,316,742$1,316,742 ▲New Holding8,0250.1%Computer and TechnologyNEENextEra Energy$1,314,442$1,314,442 ▲New Holding15,5500.1%UtilitiesWTTRSelect Water Solutions$1,303,156$155,119 ▲13.5%117,0850.1%Business ServicesSOSouthern$1,281,277$1,281,277 ▲New Holding14,2080.1%UtilitiesDDominion Energy$1,271,091$1,271,091 ▲New Holding21,9950.1%UtilitiesMMYTMakeMyTrip$1,255,940$6,117,502 ▼-83.0%13,5120.1%Computer and TechnologyNUNU$1,193,119$76,781 ▼-6.0%87,4080.1%Business ServicesTSMTaiwan Semiconductor Manufacturing$1,146,222$2,287,581 ▼-66.6%6,6000.1%Computer and TechnologyPLDPrologis$1,111,2640.0%8,8000.1%FinanceHDHome Depot$1,032,4500.0%2,5480.1%Retail/WholesaleBLBDBlue Bird$1,028,071$1,028,071 ▲New Holding21,4360.1%Auto/Tires/TrucksROIVRoivant Sciences$1,017,909$3,331,945 ▼-76.6%88,2070.1%MedicalShowing largest 100 holdings. 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