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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 13 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Status
241 CYTK CYTOKINETICS INC Healthcare 10,000 $635K 0.02% SOLD
242 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,734 $620K 0.02% SOLD
243 DOCS DOXIMITY INC Healthcare 13,967 $618K 0.02% SOLD
244 HILLENBRAND INC 19,458 $617K 0.02% SOLD
245 NOC NORTHROP GRUMMAN CORP Industrials 1,050 $599K 0.02% SOLD
246 CNXC CONCENTRIX CORP Technology 14,291 $594K 0.02% SOLD
247 PLUG CALL PLUG POWER INC Industrials 300,000 $591K 0.02% SOLD
248 RH RH Consumer Cyclical 3,274 $587K 0.02% SOLD
249 LCID LUCID GROUP INC Consumer Cyclical 55,108 $582K 0.02% SOLD
250 LZB LA Z BOY INC Consumer Cyclical 15,479 $577K 0.02% SOLD
251 GWRE GUIDEWIRE SOFTWARE INC Technology 2,835 $570K 0.02% SOLD
252 PSTG PURE STORAGE INC Technology 8,413 $564K 0.02% SOLD
253 FTAI AVIATION LTD 2,821 $555K 0.02% SOLD
254 PSN PARSONS CORP DEL Industrials 8,902 $550K 0.02% SOLD
255 AUGO AURA MINERALS INC Basic Materials 10,820 $545K 0.02% SOLD
256 GDDY GODADDY INC Technology 4,320 $536K 0.02% SOLD
257 IAUX I-80 GOLD CORP Basic Materials 364,800 $533K 0.02% SOLD
258 CR CRANE COMPANY Industrials 2,881 $531K 0.02% SOLD
259 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,268 $525K 0.02% SOLD
260 ALRM ALARM COM HLDGS INC Technology 10,194 $520K 0.02% SOLD
Page 13 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%