Long Focus Capital Management, LLC: 13F holdings
CIK 16027162026Q2
| Positions | 80 |
|---|---|
| Reported value | $3.9bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CHTR CHARTER COMMUNICATIONS INC | 1,230,216 | $174.9m | 4.5% |
| AMZN AMAZON COM INC | 704,155 | $167.8m | 4.3% |
| MOH MOLINA HEALTHCARE INC | 610,000 | $139.5m | 3.6% |
| CNC CENTENE CORP DEL | 1,450,000 | $93.1m | 2.4% |
| CMCSA COMCAST CORP NEW | 3,785,000 | $92.9m | 2.4% |
| RKT ROCKET COS INC | 5,445,000 | $85.8m | 2.2% |
| FTAI FTAI AVIATION LTD | 315,000 | $85.2m | 2.2% |
| ET ENERGY TRANSFER L P | 3,342,400 | $63.9m | 1.6% |
| MSFT MICROSOFT CORP | 170,000 | $63.4m | 1.6% |
| CVS CVS HEALTH CORP | 586,000 | $60.6m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1602716")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.