BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 18 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Status
341 GOSS GOSSAMER BIO INC Healthcare 92,500 $287K 0.01% SOLD
342 VFC V F CORP Consumer Cyclical 15,855 $287K 0.01% SOLD
343 NNI NELNET INC Financial Services 2,148 $286K 0.01% SOLD
344 TM TOYOTA MOTOR CORP Consumer Cyclical 1,285 $275K 0.01% SOLD
345 HURN HURON CONSULTING GROUP INC Industrials 1,582 $274K 0.01% SOLD
346 TYL TYLER TECHNOLOGIES INC Technology 580 $263K 0.01% SOLD
347 EXPE EXPEDIA GROUP INC Consumer Cyclical 920 $261K 0.01% SOLD
348 TDS TELEPHONE & DATA SYS INC Communication Services 6,300 $258K 0.01% SOLD
349 MLI MUELLER INDS INC Industrials 2,239 $257K 0.01% SOLD
350 Z ZILLOW GROUP INC Communication Services 3,740 $255K 0.01% SOLD
351 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 30,900 $252K 0.01% SOLD
352 SHOP SHOPIFY INC Technology 1,564 $252K 0.01% SOLD
353 ESPR ESPERION THERAPEUTICS INC NE Healthcare 66,890 $247K 0.01% SOLD
354 TTAN SERVICETITAN INC Technology 2,286 $243K 0.01% SOLD
355 OTEX OPEN TEXT CORP Technology 7,472 $243K 0.01% SOLD
356 TNDM TANDEM DIABETES CARE INC Healthcare 11,000 $242K 0.01% SOLD
357 AGX ARGAN INC Industrials 764 $239K 0.01% SOLD
358 INSTALLED BLDG PRODS INC 921 $239K 0.01% SOLD
359 TRMB TRIMBLE INC Technology 3,000 $235K 0.01% SOLD
360 PLTR PALANTIR TECHNOLOGIES INC Technology 1,300 $231K 0.01% SOLD
Page 18 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%