Lighthouse Investment Partners, LLC
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$2.9B
Holdings
760
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +3.7% (4.2k → 4.4k shares)
4.3%
02
$TSLA
TESLA MOTORS INC
Q1 2026: Increased +11.3% (5.5k → 6.1k shares)
1.9%
03
$AMZN
AMAZON COM INC
Q1 2026: Sold 1.9% (49.3k → 48.4k shares)
1.4%
04
$LLY
ELILILLY&CO
Q1 2026: Increased +8.7% (2.3k → 2.5k shares)
1.3%
05
$XOM
EXXONMOBILCO
Q1 2026: Sold 6.1% (22.2k → 20.9k shares)
1.3%
06
$CNR
CANADIAN NATL RY CO
Q4 2025: Exited (was 163.8k shares)
1.1%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +5.3% (154.9k → 163.1k shares)
1.0%
08
$WBD
WARNER BROS DISCOVERY INC
Q1 2025: Exited (was 145.0k shares)
1.0%
09
$STT
STATE STR CORP
Q4 2025: Exited (was 35.3k shares)
1.0%
10
$BAC
BANK OF AMER CRP
Q1 2026: Increased +3.3% (27.3k → 28.2k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.