Long Focus Capital Management, LLC
Q2 2026 13F filing
Updated 30 days ago87 disclosed positions worth $3.9B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CCZ COMCAST CORP NEW | $528.6M | 21.53M | 13.51% | — |
| 2 | D DIS DISNEY WALT CO | $380.3M | 3.95M | 9.72% | — |
| 3 | C CHTR CHARTER COMMUNICATIONS INC | $211.6M | 1.49M | 5.41% | — |
| 4 | C CHTR CHARTER COMMUNICATIONS INC | $174.9M | 1.23M | 4.47% | — |
| 5 | A AMZN AMAZON COM INC | $167.8M | 704.2K | 4.29% | — |
| 6 | M MOH MOLINA HEALTHCARE INC | $139.5M | 610.0K | 3.57% | — |
| 7 | E ET-PI ENERGY TRANSFER L P | $136M | 7.11M | 3.48% | — |
| 8 | B BPPFF BP PLC | $129.4M | 3.50M | 3.31% | — |
| 9 | C CNC CENTENE CORP DEL | $93.1M | 1.45M | 2.38% | — |
| 10 | C CCZ COMCAST CORP NEW | $92.9M | 3.79M | 2.38% | — |
| 11 | R RKLB ROCKET COS INC | $85.8M | 5.45M | 2.19% | — |
| 12 | F FTAIM FTAI AVIATION LTD | $85.2M | 315.0K | 2.18% | — |
| 13 | E ET-PI ENERGY TRANSFER L P | $63.9M | 3.34M | 1.63% | — |
| 14 | M MSFT MICROSOFT CORP | $63.4M | 170.0K | 1.62% | — |
| 15 | C CVS CVS HEALTH CORP | $60.6M | 586.0K | 1.55% | — |
| 16 | G GLNG GOLAR LNG LTD | $59.1M | 1.19M | 1.51% | — |
| 17 | V VSAT VIASAT INC | $58.4M | 650.0K | 1.49% | — |
| 18 | B BNTX BIONTECH SE | $58.1M | 624.0K | 1.48% | — |
| 19 | K KKRS KKR & CO INC | $57.8M | 630.0K | 1.48% | — |
| 20 | I INSM INSMED INC | $56.3M | 528.0K | 1.44% | — |
| 21 | B BLDR BUILDERS FIRSTSOURCE INC | $55.2M | 617.0K | 1.41% | — |
| 22 | D DIS DISNEY WALT CO | $54.4M | 565.0K | 1.39% | — |
| 23 | H HHH HOWARD HUGHES HOLDINGS INC | $52.5M | 733.7K | 1.34% | — |
| 24 | C CVS CVS HEALTH CORP | $50.7M | 490.2K | 1.30% | — |
| 25 | P PINS PINTEREST INC | $50.6M | 2.40M | 1.29% | — |
| 26 | A APOS APOLLO GLOBAL MGMT INC | $42.5M | 359.0K | 1.09% | — |
| 27 | A AR ANTERO RESOURCES CORP | $41.1M | 1.17M | 1.05% | — |
| 28 | F FOUR-PA SHIFT4 PMTS INC | $39.5M | 812.0K | 1.01% | — |
| 29 | U UNH UNITEDHEALTH GROUP INC | $36.6M | 88.0K | 0.93% | — |
| 30 | A AURA AURA BIOSCIENCES INC | $36.3M | 5.12M | 0.93% | — |
| 31 | M MAT MATTEL INC | $35.3M | 2.54M | 0.90% | — |
| 32 | H HAPN HAPPEN INC | $34.5M | 1.67M | 0.88% | — |
| 33 | B B BARRICK MNG CORP | $33.1M | 900.0K | 0.84% | — |
| 34 | T TICAW TIC SOLUTIONS INC | $31.3M | 3.86M | 0.80% | — |
| 35 | A AGO ASSURED GUARANTY LTD | $30.5M | 380.0K | 0.78% | — |
| 36 | U UBER UBER TECHNOLOGIES INC | $28.8M | 399.0K | 0.74% | — |
| 37 | B BBAAY ALIBABA GROUP HLDG LTD | $27.7M | 235.0K | 0.71% | — |
| 38 | H HUM HUMANA INC | $27.2M | 68.4K | 0.69% | — |
| 39 | J JDCMF JD.COM INC | $24M | 942.6K | 0.61% | — |
| 40 | G GGAL GRUPO FINANCIERO GALICIA S.A | $22.8M | 456.0K | 0.58% | — |
| 41 | W WOOF PETCO HEALTH & WELLNESS CO I | $22.8M | 8.37M | 0.58% | — |
| 42 | H HLF HERBALIFE LTD | $22.3M | 1.70M | 0.57% | — |
| 43 | O ONIT ONITY GROUP INC | $21.5M | 540.6K | 0.55% | — |
| 44 | B BSRR SIGHT SCIENCES INC | $20.8M | 3.84M | 0.53% | — |
| 45 | ? N/A ARHAUS INC | $20.6M | 2.45M | 0.53% | — |
| 46 | L LAD LITHIA MTRS INC | $20.6M | 71.0K | 0.53% | — |
| 47 | C COF-PN CAPITAL ONE FINL CORP | $20.1M | 100.0K | 0.51% | — |
| 48 | L LAB STANDARD BIOTOOLS INC | $19.3M | 23.50M | 0.49% | — |
| 49 | S SNEJF SONY GROUP CORP | $19.3M | 960.0K | 0.49% | — |
| 50 | B BAIDF BAIDU INC | $18.3M | 159.8K | 0.47% | — |