Long Focus Capital Management, LLC
CIK 1602716
13F filing for Q2 2026・No. 1,074
- Holdings
- US$3.91B
- Quarter change
- +US$112.18M
- Entries
- 87
- Net bought (estimate)
- +US$7.76M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 13
- Cut 17
- Added 18
- Corporate actions 0
- Unchanged 36
Largest holdings
76 stocks worth US$2.45B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CHTRCHARTER COMMUNICATIONS INCCL A | Added | 1,230,216 | US$174.95M | 7.13% |
| AMZNAmazonCOM | Unchanged | 704,155 | US$167.83M | 6.84% |
| MOHMOLINA HEALTHCARE INCCOM | Cut | 610,000 | US$139.51M | 5.69% |
| CNCCENTENE CORP DELCOM | Cut | 1,450,000 | US$93.08M | 3.80% |
| CMCSACOMCAST CORP NEWCL A | Added | 3,785,000 | US$92.92M | 3.79% |
| RKTROCKET COS INCCOM CL A | Added | 5,445,000 | US$85.76M | 3.50% |
| FTAIFTAI AVIATION LTDSHS | Unchanged | 315,000 | US$85.22M | 3.48% |
| ENERGY TRANSFER L PCOM UT LTD PTN | Unchanged | 3,342,400 | US$63.91M | 2.61% |
| MSFTMicrosoftCOM | Added | 170,000 | US$63.41M | 2.59% |
| CVSCVS HEALTH CORPCOM | Cut | 586,000 | US$60.62M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.