# Long Focus Capital Management, LLC: Form 13F holdings

An institutional investment manager in SAN JUAN, PR. SEC CIK 1602716.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $3.91bn
- Positions: 87 (87 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1602716/000160271626000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $528.6m | 13.5% | 21,530,900 | Call | Added +4,645,500 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $380.3m | 9.7% | 3,951,000 | Call | Added +1,203,300 |
| [CHARTER COMMUNICATIONS INC (CHTR)](/companies/chtr.md) | CL A | $211.6m | 5.4% | 1,487,800 | Call | Added +220,800 |
| [CHARTER COMMUNICATIONS INC (CHTR)](/companies/chtr.md) | CL A | $174.9m | 4.5% | 1,230,216 |  | Added +815,216 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $167.8m | 4.3% | 704,155 |  | Unchanged |
| [MOLINA HEALTHCARE INC (MOH)](/companies/moh.md) | COM | $139.5m | 3.6% | 610,000 |  | Reduced −5,000 |
| [ENERGY TRANSFER L P (ET)](/companies/et.md) | COM UT LTD PTN | $136.0m | 3.5% | 7,112,800 | Call | Added +616,600 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $129.4m | 3.3% | 3,502,600 | Call | Reduced −100,100 |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $93.1m | 2.4% | 1,450,000 |  | Reduced −478,000 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $92.9m | 2.4% | 3,785,000 |  | Added +1,544,584 |
| [ROCKET COS INC (RKT)](/companies/rkt.md) | COM CL A | $85.8m | 2.2% | 5,445,000 |  | Added +2,119,000 |
| FTAI AVIATION LTD | SHS | $85.2m | 2.2% | 315,000 |  | Unchanged |
| [ENERGY TRANSFER L P (ET)](/companies/et.md) | COM UT LTD PTN | $63.9m | 1.6% | 3,342,400 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $63.4m | 1.6% | 170,000 |  | Added +46,000 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $60.6m | 1.5% | 586,000 |  | Reduced −308,000 |
| GOLAR LNG LTD | SHS | $59.1m | 1.5% | 1,186,000 |  | Added +32,000 |
| [VIASAT INC (VSAT)](/companies/vsat.md) | COM | $58.4m | 1.5% | 650,000 |  | Reduced −439,300 |
| [BIONTECH SE (BNTX)](/companies/bntx.md) | SPONSORED ADS | $58.1m | 1.5% | 624,000 |  | Unchanged |
| [KKR & CO INC (KKR)](/companies/kkr.md) | COM | $57.8m | 1.5% | 630,000 |  | Added +138,000 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $56.3m | 1.4% | 528,000 |  | Added +383,000 |
| [BUILDERS FIRSTSOURCE INC (BLDR)](/companies/bldr.md) | COM | $55.2m | 1.4% | 617,000 |  | Added +138,000 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $54.4m | 1.4% | 565,000 |  | Unchanged |
| [HOWARD HUGHES HOLDINGS INC (HHH)](/companies/hhh.md) | COM | $52.5m | 1.3% | 733,695 |  | Unchanged |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $50.7m | 1.3% | 490,200 | Call | Reduced −960,000 |
| [PINTEREST INC (PINS)](/companies/pins.md) | CL A | $50.6m | 1.3% | 2,405,000 |  | Reduced −287,000 |
| [APOLLO GLOBAL MGMT INC (APO)](/companies/apo.md) | COM | $42.5m | 1.1% | 359,000 |  | Reduced −125,000 |
| [ANTERO RESOURCES CORP (AR)](/companies/ar.md) | COM | $41.1m | 1.1% | 1,170,000 |  | Unchanged |
| [SHIFT4 PMTS INC (FOUR)](/companies/four.md) | CL A | $39.5m | 1.0% | 812,000 |  | Added +137,000 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $36.6m | 0.9% | 88,000 |  | Reduced −100,000 |
| [AURA BIOSCIENCES INC (AURA)](/companies/aura.md) | COM | $36.3m | 0.9% | 5,119,582 |  | Added +500,000 |
| [MATTEL INC (MAT)](/companies/mat.md) | COM | $35.3m | 0.9% | 2,540,000 |  | Added +620,834 |
| [HAPPEN INC (HAPN)](/companies/hapn.md) | COM NEW | $34.5m | 0.9% | 1,665,849 |  | Reduced −270,151 |
| [BARRICK MNG CORP (B)](/companies/b.md) | COM SHS | $33.1m | 0.8% | 900,000 |  | Unchanged |
| [TIC SOLUTIONS INC (TIC)](/companies/tic.md) | COM | $31.3m | 0.8% | 3,863,677 |  | Reduced −237,535 |
| ASSURED GUARANTY LTD | COM | $30.5m | 0.8% | 380,000 |  | Unchanged |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $28.8m | 0.7% | 399,000 |  | Unchanged |
| ALIBABA GROUP HLDG LTD | NOTE 0.500% 6/0 | $27.7m | 0.7% | 235,000 |  | Unchanged |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $27.2m | 0.7% | 68,400 |  | Reduced −216,600 |
| [JD.COM INC (JD)](/companies/jd.md) | SPON ADS CL A | $24.0m | 0.6% | 942,622 |  | Unchanged |
| [GRUPO FINANCIERO GALICIA S.A (GGAL)](/companies/ggal.md) | SPONSORED ADR | $22.8m | 0.6% | 456,000 |  | Reduced −50,000 |
| [PETCO HEALTH & WELLNESS CO I (WOOF)](/companies/woof.md) | CL A COM | $22.8m | 0.6% | 8,371,050 |  | Added +360,999 |
| HERBALIFE LTD | COM SHS | $22.3m | 0.6% | 1,699,200 |  | Unchanged |
| [ONITY GROUP INC (ONIT)](/companies/onit.md) | COM NEW | $21.5m | 0.5% | 540,598 |  | Unchanged |
| [SIGHT SCIENCES INC (SGHT)](/companies/sght.md) | COM | $20.8m | 0.5% | 3,844,100 |  | Added +250,000 |
| [ARHAUS INC (ARHS)](/companies/arhs.md) | COM CL A | $20.6m | 0.5% | 2,450,000 |  | Added +480,690 |
| [LITHIA MTRS INC (LAD)](/companies/lad.md) | COM | $20.6m | 0.5% | 71,000 |  | Added +15,000 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $20.1m | 0.5% | 100,000 |  | Reduced −45,000 |
| [STANDARD BIOTOOLS INC (LAB)](/companies/lab.md) | COM | $19.3m | 0.5% | 23,500,000 |  | Added +7,484,279 |
| [SONY GROUP CORP (SONY)](/companies/sony.md) | SPONSORED ADR | $19.3m | 0.5% | 960,000 |  | New +960,000 |
| [BAIDU INC (BIDU)](/companies/bidu.md) | SPON ADR REP A | $18.3m | 0.5% | 159,800 |  | Unchanged |
| [COLLIERS INTL GROUP INC (CIGI)](/companies/cigi.md) | SUB VTG SHS | $16.4m | 0.4% | 175,000 |  | Unchanged |
| [FTAI INFRASTRUCTURE INC (FIP)](/companies/fip.md) | COMMON STOCK | $16.3m | 0.4% | 3,517,209 |  | Reduced −556,096 |
| [WYNN RESORTS LTD (WYNN)](/companies/wynn.md) | COM | $16.0m | 0.4% | 165,000 |  | Unchanged |
| [CONTROLADORA VUELA COMP DE A (VLRS)](/companies/vlrs.md) | SPON ADR RP 10 | $15.4m | 0.4% | 1,640,000 |  | Unchanged |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $15.3m | 0.4% | 9,000 |  | New +9,000 |
| MEIRAGTX HLDGS PLC | COM | $14.6m | 0.4% | 1,080,300 |  | Added +555,555 |
| [BICYCLE THERAPEUTICS PLC (BCYC)](/companies/bcyc.md) | SPONSORED ADS | $14.0m | 0.4% | 3,310,687 |  | Unchanged |
| [GRUPO SUPERVIELLE S.A. (SUPV)](/companies/supv.md) | SPONSORED ADR | $13.8m | 0.4% | 1,431,131 |  | Reduced −408,869 |
| LIBERTY BROADBAND CORP | COM SER A | $12.5m | 0.3% | 375,000 |  | Unchanged |
| [PAPA JOHNS INTL INC (PZZA)](/companies/pzza.md) | COM | $11.4m | 0.3% | 310,622 |  | Unchanged |
| [TAL ED GROUP (TAL)](/companies/tal.md) | SPONSORED ADS | $10.7m | 0.3% | 1,117,300 |  | Unchanged |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $10.2m | 0.3% | 236,100 | Call | Reduced −724,900 |
| [IOVANCE BIOTHERAPEUTICS INC (IOVA)](/companies/iova.md) | COM | $8.7m | 0.2% | 2,100,000 |  | Unchanged |
| [OPORTUN FINL CORP (OPRT)](/companies/oprt.md) | COM | $8.7m | 0.2% | 1,515,777 |  | Unchanged |
| [CELLECTIS S A (CLLS)](/companies/clls.md) | SPON ADS | $8.2m | 0.2% | 2,741,853 |  | Reduced −2,245 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $7.7m | 0.2% | 80,000 |  | Unchanged |
| LIBERTY LATIN AMERICA LTD | COM CL C | $7.5m | 0.2% | 960,000 |  | Reduced −240,000 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $5.0m | 0.1% | 65,000 | Call | Reduced −10,000 |
| [LOMA NEGRA C I A S A MTN 14 (LOMA)](/companies/loma.md) | SPONSORED ADS | $4.3m | 0.1% | 377,600 |  | Unchanged |
| [UNITED AIRLS HLDGS INC (UAL)](/companies/ual.md) | COM | $3.9m | 0.1% | 29,000 |  | Reduced −90,000 |
| [BARRICK MNG CORP (B)](/companies/b.md) | COM SHS | $3.7m | <0.1% | 100,000 | Call | Unchanged |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $3.5m | <0.1% | 30,000 | Call | Unchanged |
| [EXPAND ENERGY CORPORATION (EXE)](/companies/exe.md) | COM | $3.3m | <0.1% | 36,000 |  | Unchanged |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $3.0m | <0.1% | 30,000 |  | Reduced −40,000 |
| CLARIVATE PLC | ORD SHS | $2.5m | <0.1% | 1,175,000 |  | Unchanged |
| [USA TODAY CO INC (TDAY)](/companies/tday.md) | COM | $2.3m | <0.1% | 268,863 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $2.1m | <0.1% | 5,980 |  | Unchanged |
| [DYNATRACE INC (DT)](/companies/dt.md) | COM NEW | $1.8m | <0.1% | 40,398 |  | New +40,398 |
| [POWERFLEET INC (AIOT)](/companies/aiot.md) | COM | $1.3m | <0.1% | 337,504 |  | Unchanged |
| [SOLITARIO RESOURCES CORP (XPL)](/companies/xpl.md) | COM | $1.1m | <0.1% | 1,409,700 |  | Unchanged |
| [CABLE ONE INC (CABO)](/companies/cabo.md) | COM | $1.1m | <0.1% | 19,777 |  | Unchanged |
| [ANHEUSER BUSCH INBEV SA NV (BUD)](/companies/bud.md) | SPONSORED ADR | $824.0k | <0.1% | 10,000 | Call | Reduced −245,000 |
| [LIBERTY CAP CORP (GLIBA)](/companies/gliba.md) | SER C GCI GROUP | $679.4k | <0.1% | 31,514 |  | Unchanged |
| [NEXSTAR MEDIA GROUP INC (NXST)](/companies/nxst.md) | COMMON STOCK | $448.6k | <0.1% | 2,512 |  | New +2,512 |
| COINSHARES PLC | COM | $412.5k | <0.1% | 109,422 |  | New +109,422 |
| [DESTINATION XL GROUP INC (DXLG)](/companies/dxlg.md) | COM | $333.7k | <0.1% | 498,042 |  | Unchanged |
| BIOCERES CROP SOLUTIONS CORP | SHS | $290.5k | <0.1% | 829,748 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [API GROUP CORP (APG)](/companies/apg.md) | COM STK | $0 | 0.0% | 0 |  | Sold out −172,764 |
| [CAESARS ENTERTAINMENT INC NE (CZR)](/companies/czr.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,715,000 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −40,000 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $0 | 0.0% | 0 |  | Sold out −31,100 |
| [GCI LIBERTY INC (GLIBA)](/companies/gliba.md) | COM SER A | $0 | 0.0% | 0 |  | Sold out −21,600 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $0 | 0.0% | 0 | Call | Sold out −45,900 |
| LIBERTY GLOBAL LTD | COM CL C | $0 | 0.0% | 0 |  | Sold out −1,182,980 |
| [LYFT INC (LYFT)](/companies/lyft.md) | CL A COM | $0 | 0.0% | 0 |  | Sold out −150,000 |
| NEW FORTRESS ENERGY INC | COM CL A | $0 | 0.0% | 0 |  | Sold out −6,047,477 |
| [PAR TECHNOLOGY CORP (PAR)](/companies/par.md) | COM | $0 | 0.0% | 0 |  | Sold out −990,000 |
| [PENN ENTERTAINMENT INC (PENN)](/companies/penn.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,150,000 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $0 | 0.0% | 0 |  | Sold out −88,000 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $0 | 0.0% | 0 | Call | Sold out −60,000 |
| [WILLSCOT HLDGS CORP (WSC)](/companies/wsc.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −99,562 |
| [WORKDAY INC (WDAY)](/companies/wday.md) | CL A | $0 | 0.0% | 0 |  | Sold out −52,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001602716-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.