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Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $3.3B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 862 New
Page 26 of 44  ·  862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BIDU BAIDU INC Communication Services 7,050.0 $921K 0.03% NEW $130.66 +0.4%
502 ALGN ALIGN TECHNOLOGY INC Healthcare 5,888.0 $919K 0.03% NEW $156.15 +4.4%
503 UPST UPSTART HLDGS INC Financial Services 21,003.0 $918K 0.03% NEW $43.73 -34.0%
504 INTC INTEL CORP Technology 24,618.0 $908K 0.03% NEW $36.90 +221.1%
505 WCC WESCO INTL INC Industrials 3,710.0 $908K 0.03% NEW $244.64 +43.1%
506 BLND BLEND LABS INC Technology 298,258.0 $907K 0.03% NEW $3.04 -50.0%
507 T AT&T INC Communication Services 36,385.0 $904K 0.03% NEW $24.84 +0.4%
508 FLUTTER ENTMT PLC 4,089.0 $879K 0.03% NEW $215.04
509 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 4,540.0 $878K 0.03% NEW $193.43 +7.4%
510 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 56,265.0 $877K 0.03% NEW $15.59 +7.0%
511 NOW SERVICENOW INC Technology 5,698.0 $873K 0.03% NEW $153.19 -34.9%
512 CRK COMSTOCK RES INC Energy 37,480.0 $869K 0.03% NEW $23.18 -39.1%
513 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 12,888.0 $869K 0.03% NEW $67.39 +11.7%
514 FIDELIS INSURANCE HOLDINGS L 43,637.0 $854K 0.03% NEW $19.57
515 INN SUMMIT HOTEL PPTYS INC Real Estate 175,000.0 $852K 0.03% NEW $4.87 +15.8%
516 MOS MOSAIC CO NEW Basic Materials 35,324.0 $851K 0.03% NEW $24.09 -8.9%
517 AXSM AXSOME THERAPEUTICS INC Healthcare 4,640.0 $847K 0.03% NEW $182.64 +27.9%
518 LIN LINDE PLC Basic Materials 1,955.0 $833K 0.03% NEW $426.33 +20.7%
519 SONO SONOS INC Technology 47,372.0 $832K 0.03% NEW $17.56 -14.5%
520 DNTH DIANTHUS THERAPEUTICS INC Healthcare 20,000.0 $824K 0.03% NEW $41.21 +117.5%
Page 26 of 44  ·  862 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.5%
Real Estate 17.3%
Consumer Cyclical 13.6%
Energy 11.5%
Industrials 10.4%
Technology 7.1%
Basic Materials 5.7%
Consumer Defensive 5.3%
Communication Services 3.9%
Healthcare 3.2%