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Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $2.9B AUM 775 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 171 Added 205 Reduced 466 Exited
Page 11 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 35,977 $949K 0.03% SOLD
202 IT GARTNER INC Technology 3,748 $946K 0.03% SOLD
203 MMI MARCUS & MILLICHAP INC Real Estate 34,445 $940K 0.03% SOLD
204 CALL DIREXION SHS ETF TR 300,000 $939K 0.03% SOLD
205 ZM ZOOM COMMUNICATIONS INC Technology 10,826 $934K 0.03% SOLD
206 ALGN ALIGN TECHNOLOGY INC Healthcare 5,888 $919K 0.03% SOLD
207 UPST UPSTART HLDGS INC Financial Services 21,003 $918K 0.03% SOLD
208 INTC INTEL CORP Technology 24,618 $908K 0.03% SOLD
209 T AT&T INC Communication Services 36,385 $904K 0.03% SOLD
210 FLUTTER ENTMT PLC 4,089 $879K 0.03% SOLD
211 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 4,540 $878K 0.03% SOLD
212 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 56,265 $877K 0.03% SOLD
213 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 12,888 $869K 0.03% SOLD
214 LIN LINDE PLC Basic Materials 1,955 $833K 0.03% SOLD
215 SONO SONOS INC Technology 47,372 $832K 0.03% SOLD
216 DNTH DIANTHUS THERAPEUTICS INC Healthcare 20,000 $824K 0.03% SOLD
217 COHR COHERENT CORP Technology 4,360 $805K 0.02% SOLD
218 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 38,035 $789K 0.02% SOLD
219 PLUG PUT PLUG POWER INC Industrials 400,000 $788K 0.02% SOLD
220 PUT CHURCHILL CAP CORP X 50,000 $780K 0.02% SOLD
Page 11 of 24  ·  466 positions
Sector Allocation
Financial Services 21.3%
Real Estate 18.0%
Industrials 13.2%
Energy 12.7%
Consumer Cyclical 11.8%
Technology 7.6%
Communication Services 4.3%
Healthcare 3.8%
Basic Materials 3.4%
Consumer Defensive 2.6%