Lighthouse Investment Partners, LLC
SEC Form 13F institutional filer · CIK 0001600344
13F-HR · 207 reported holdings · 2026-03-31
Lighthouse Investment Partners, LLC is an investment manager.
Reported long-US-equity value
$1.12B
Top-10 concentration
21.9%
Lighthouse Investment Partners, LLC — $1.12B AUM allocation strategy
Lighthouse Investment Partners, LLC files SEC Form 13F and reports $1.12B of long US equity value across 207 reported holdings for 2026-03-31.
Its largest sector bet is Financials 9.7%, followed by Consumer Discretionary 5.9% and Real Estate 5.6%.
The top 10 holdings account for 22% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Lighthouse Investment Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.12B
total across 207 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
22% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AES +514K sh · +$6.17M+$AMAT +478K sh · +$4.52M+$WBD +419K sh · +$11.4M
Biggest trims (shares)
−$CSX −737K sh · −$26.6M−$KIM −587K sh · −$11.1M−$KEY −445K sh · −$9.28M
Exited to nil (held last quarter, gone now)
$SYY ($27.3M last qtr)$EXE ($26M last qtr)$CINF ($24.1M last qtr)$EQT ($20.2M last qtr)$WYNN ($18.9M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Broadline Retail3.5%—
- Diversified Banks3.1%—
- Semiconductors2.6%—
- Restaurants2.4%—
- Rail Transportation2.1%—
- Multi-Family Residential REITs2.0%—
- Transaction & Payment Processing Services2.0%—
- Health Care REITs2.0%—
- Other holdings80.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 187K | $38.9M | -118K | 3.5% |
| $NVDA | NVIDIA Corporation | 169K | $29.5M | +116K | 2.6% |
| $MCD | McDonald's Corporation | 85.5K | $26.6M | +52.5K | 2.4% |
| $NSC | Norfolk Southern Corporation | 80.4K | $23.1M | +40.6K | 2.1% |
| $MAA | Mid-America Apartment Communities Inc | 187K | $22.8M | +98K | 2.0% |
| $V | Visa Inc | 74.7K | $22.6M | -16.4K | 2.0% |
| $VTR | Ventas Inc | 276K | $22.5M | +142K | 2.0% |
| $AJG | Arthur J. Gallagher & Co | 99.1K | $21.5M | +40.2K | 1.9% |
| $STZ | Constellation Brands Inc | 126K | $18.9M | +20.2K | 1.7% |
| $EOG | EOG Resources Inc | 129K | $18.6M | +31K | 1.7% |
…and 197 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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