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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 14 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 ROKU ROKU INC Communication Services 4,793 $520K 0.02% SOLD
262 ALB ALBEMARLE CORP Basic Materials 3,671 $519K 0.02% SOLD
263 ALAB ASTERA LABS INC Technology 3,094 $515K 0.01% SOLD
264 MKTX MARKETAXESS HLDGS INC Financial Services 2,835 $514K 0.01% SOLD
265 MKC MCCORMICK & CO INC Consumer Defensive 7,520 $512K 0.01% SOLD
266 ASTS AST SPACEMOBILE INC Technology 6,982 $507K 0.01% SOLD
267 HQY HEALTHEQUITY INC Healthcare 5,532 $507K 0.01% SOLD
268 ARGX ARGENX SE Healthcare 600 $505K 0.01% SOLD
269 PPTA PERPETUA RESOURCES CORP Basic Materials 20,807 $504K 0.01% SOLD
270 PEP PEPSICO INC Consumer Defensive 3,490 $501K 0.01% SOLD
271 EIX EDISON INTL Utilities 8,280 $497K 0.01% SOLD
272 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4,532 $497K 0.01% SOLD
273 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 8,962 $494K 0.01% SOLD
274 ESI ELEMENT SOLUTIONS INC Basic Materials 19,541 $488K 0.01% SOLD
275 UI UBIQUITI INC Technology 876 $485K 0.01% SOLD
276 TPH TRI POINTE HOMES INC Consumer Cyclical 15,212 $479K 0.01% SOLD
277 EMBJ EMBRAER S.A. Industrials 7,388 $476K 0.01% SOLD
278 MMM 3M CO Industrials 2,925 $468K 0.01% SOLD
279 ARRY ARRAY TECHNOLOGIES INC Energy 50,000 $461K 0.01% SOLD
280 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 35,255 $457K 0.01% SOLD
Page 14 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%