Holders — by stockHoldings — by fund
Long Focus Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1602716
$3.91B
disclosed book value
80
positions
13.5%
largest position share
Positions, as of 2026-06-30
top 87 of 80 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEWCALL | 21.5M | $528.6M | 13.5% |
| 2 | DISDISNEY WALT COCALL | 4.0M | $380.3M | 9.7% |
| 3 | CHTRCHARTER COMMUNICATIONS INCCALL | 1.5M | $211.6M | 5.4% |
| 4 | CHTRCHARTER COMMUNICATIONS INC | 1.2M | $174.9M | 4.5% |
| 5 | AMZNAMAZON COM INC | 704,155 | $167.8M | 4.3% |
| 6 | MOHMOLINA HEALTHCARE INC | 610,000 | $139.5M | 3.6% |
| 7 | ETENERGY TRANSFER L PCALL | 7.1M | $136.0M | 3.5% |
| 8 | BPBP PLCCALL | 3.5M | $129.4M | 3.3% |
| 9 | CNCCENTENE CORP DEL | 1.4M | $93.1M | 2.4% |
| 10 | CMCSACOMCAST CORP NEW | 3.8M | $92.9M | 2.4% |
| 11 | RKTROCKET COS INC | 5.4M | $85.8M | 2.2% |
| 12 | FTAI AVIATION LTD | 315,000 | $85.2M | 2.2% |
| 13 | ETENERGY TRANSFER L P | 3.3M | $63.9M | 1.6% |
| 14 | MSFTMICROSOFT CORP | 170,000 | $63.4M | 1.6% |
| 15 | CVSCVS HEALTH CORP | 586,000 | $60.6M | 1.5% |
| 16 | GOLAR LNG LTD | 1.2M | $59.1M | 1.5% |
| 17 | VSATVIASAT INC | 650,000 | $58.4M | 1.5% |
| 18 | BNTXBIONTECH SE | 624,000 | $58.1M | 1.5% |
| 19 | KKRKKR & CO INC | 630,000 | $57.8M | 1.5% |
| 20 | INSMINSMED INC | 528,000 | $56.3M | 1.4% |
| 21 | BLDRBUILDERS FIRSTSOURCE INC | 617,000 | $55.2M | 1.4% |
| 22 | DISDISNEY WALT CO | 565,000 | $54.4M | 1.4% |
| 23 | HHHHOWARD HUGHES HOLDINGS INC | 733,695 | $52.5M | 1.3% |
| 24 | CVSCVS HEALTH CORPCALL | 490,200 | $50.7M | 1.3% |
| 25 | PINSPINTEREST INC | 2.4M | $50.6M | 1.3% |
| 26 | APOAPOLLO GLOBAL MGMT INC | 359,000 | $42.5M | 1.1% |
| 27 | ARANTERO RESOURCES CORP | 1.2M | $41.1M | 1.1% |
| 28 | FOURSHIFT4 PMTS INC | 812,000 | $39.5M | 1% |
| 29 | UNHUNITEDHEALTH GROUP INC | 88,000 | $36.6M | 0.9% |
| 30 | AURAAURA BIOSCIENCES INC | 5.1M | $36.3M | 0.9% |
| 31 | MATMATTEL INC | 2.5M | $35.3M | 0.9% |
| 32 | HAPNHAPPEN INC | 1.7M | $34.5M | 0.9% |
| 33 | BBARRICK MNG CORP | 900,000 | $33.1M | 0.8% |
| 34 | TICTIC SOLUTIONS INC | 3.9M | $31.3M | 0.8% |
| 35 | ASSURED GUARANTY LTD | 380,000 | $30.5M | 0.8% |
| 36 | UBERUBER TECHNOLOGIES INC | 399,000 | $28.8M | 0.7% |
| 37 | BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD | 235,000 | $27.7M | 0.7% |
| 38 | HUMHUMANA INC | 68,400 | $27.2M | 0.7% |
| 39 | JDJD.COM INC | 942,622 | $24.0M | 0.6% |
| 40 | GGALGRUPO FINANCIERO GALICIA S.A | 456,000 | $22.8M | 0.6% |
| 41 | WOOFPETCO HEALTH & WELLNESS CO I | 8.4M | $22.8M | 0.6% |
| 42 | HERBALIFE LTD | 1.7M | $22.3M | 0.6% |
| 43 | ONITONITY GROUP INC | 540,598 | $21.5M | 0.5% |
| 44 | SGHTSIGHT SCIENCES INC | 3.8M | $20.8M | 0.5% |
| 45 | ARHSARHAUS INC | 2.5M | $20.6M | 0.5% |
| 46 | LADLITHIA MTRS INC | 71,000 | $20.6M | 0.5% |
| 47 | COFCAPITAL ONE FINL CORP | 100,000 | $20.1M | 0.5% |
| 48 | LABSTANDARD BIOTOOLS INC | 23.5M | $19.3M | 0.5% |
| 49 | SONYSONY GROUP CORP | 960,000 | $19.3M | 0.5% |
| 50 | BIDUBAIDU INC | 159,800 | $18.3M | 0.5% |
| 51 | CIGICOLLIERS INTL GROUP INC | 175,000 | $16.4M | 0.4% |
| 52 | FIPFTAI INFRASTRUCTURE INC | 3.5M | $16.3M | 0.4% |
| 53 | WYNNWYNN RESORTS LTD | 165,000 | $16.0M | 0.4% |
| 54 | VLRSCONTROLADORA VUELA COMP DE A | 1.6M | $15.4M | 0.4% |
| 55 | MELIMERCADOLIBRE INC | 9,000 | $15.3M | 0.4% |
| 56 | MEIRAGTX HLDGS PLC | 1.1M | $14.6M | 0.4% |
| 57 | BCYCBICYCLE THERAPEUTICS PLC | 3.3M | $14.0M | 0.4% |
| 58 | SUPVGRUPO SUPERVIELLE S.A. | 1.4M | $13.8M | 0.4% |
| 59 | LBRDALIBERTY BROADBAND CORP | 375,000 | $12.5M | 0.3% |
| 60 | PZZAPAPA JOHNS INTL INC | 310,622 | $11.4M | 0.3% |
| 61 | TALTAL ED GROUP | 1.1M | $10.7M | 0.3% |
| 62 | PYPLPAYPAL HLDGS INCCALL | 236,100 | $10.2M | 0.3% |
| 63 | IOVAIOVANCE BIOTHERAPEUTICS INC | 2.1M | $8.7M | 0.2% |
| 64 | OPRTOPORTUN FINL CORP | 1.5M | $8.7M | 0.2% |
| 65 | CLLSCELLECTIS S A | 2.7M | $8.2M | 0.2% |
| 66 | BABAALIBABA GROUP HLDG LTD | 80,000 | $7.7M | 0.2% |
| 67 | LIBERTY LATIN AMERICA LTD | 960,000 | $7.5M | 0.2% |
| 68 | GMGENERAL MTRS COCALL | 65,000 | $5.0M | 0.1% |
| 69 | LOMALOMA NEGRA C I A S A MTN 14 | 377,600 | $4.3M | 0.1% |
| 70 | UALUNITED AIRLS HLDGS INC | 29,000 | $3.9M | 0.1% |
| 71 | BBARRICK MNG CORPCALL | 100,000 | $3.7M | 0.1% |
| 72 | BABAALIBABA GROUP HLDG LTDCALL | 30,000 | $3.5M | 0.1% |
| 73 | EXEEXPAND ENERGY CORPORATION | 36,000 | $3.3M | 0.1% |
| 74 | NOWSERVICENOW INC | 30,000 | $3.0M | 0.1% |
| 75 | CLARIVATE PLC | 1.2M | $2.5M | 0.1% |
| 76 | TDAYUSA TODAY CO INC | 268,863 | $2.3M | 0.1% |
| 77 | GOOGLALPHABET INC | 5,980 | $2.1M | 0.1% |
| 78 | DTDYNATRACE INC | 40,398 | $1.8M | 0% |
| 79 | AIOTPOWERFLEET INC | 337,504 | $1.3M | 0% |
| 80 | XPLSOLITARIO RESOURCES CORP | 1.4M | $1.1M | 0% |
| 81 | CABOCABLE ONE INC | 19,777 | $1.1M | 0% |
| 82 | BUDANHEUSER BUSCH INBEV SA NVCALL | 10,000 | $824,000 | 0% |
| 83 | GLIBKLIBERTY CAP CORP | 31,514 | $679,442 | 0% |
| 84 | NXSTNEXSTAR MEDIA GROUP INC | 2,512 | $448,618 | 0% |
| 85 | COINSHARES PLC | 109,422 | $412,521 | 0% |
| 86 | DXLGDESTINATION XL GROUP INC | 498,042 | $333,688 | 0% |
| 87 | BIOCERES CROP SOLUTIONS CORP | 829,748 | $290,495 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.