Long Focus Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Long Focus Capital Management, LLC held in its portfolio 84 assets valued at $3,800,422,308 (i.e. $3.80B).

The most valuable assets in the portfolio included: COMCAST CORP NEW ($766.32M), CHARTER COMMUNICATIONS INC N ($362.83M), and BP PLC ($177.13M).

The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Long Focus Capital Management, LLC Portfolio
COMCAST CORP NEW
CHARTER COMMUNICATIONS INC N
BP PLC
CHEVRON CORP NEW
ENERGY TRANSFER L P
CVS HEALTH CORP
PAYPAL HLDGS INC
FTAI AVIATION LTD
CENTENE CORP DEL
BARRICK MNG CORP
Long Focus Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
0 of 0
Name of Issuer No. of Shares Value ($) Class
COMCAST CORP NEW 25637916 766317309 CL A
CHARTER COMMUNICATIONS INC N 1738100 362828375 CL A
BP PLC 5100100 177126473 SPONSORED ADR
CHEVRON CORP NEW 1115000 169937150 COM
ENERGY TRANSFER L P 9577200 157928028 COM UT LTD PTN
CVS HEALTH CORP 1970200 156355072 COM
PAYPAL HLDGS INC 2321493 135528761 COM
FTAI AVIATION LTD 560000 110236000 SHS
CENTENE CORP DEL 2045000 84151750 COM
BARRICK MNG CORP 1918600 83555030 COM SHS
ANHEUSER BUSCH INBEV SA/NV 1265600 81049024 SPONSORED ADR
MOLINA HEALTHCARE INC 455000 78960700 COM
CAESARS ENTERTAINMENT INC NE 3210500 75093595 COM
GOLAR LNG LTD 1526440 56798832 SHS
HUMANA INC 215400 55170402 COM
ROCKET COS INC 2820000 54595200 COM CL A
AMAZON COM INC 213155 49200437 COM
BIONTECH SE 507655 48328756 SPONSORED ADS
ANTERO RESOURCES CORP 1311540 45195668 COM
UNITEDHEALTH GROUP INC 121745 40189242 COM
ALIBABA GROUP HLDG LTD 235000 36495500 NOTE 0.500% 6/0
VIASAT INC 1044300 35986578 COM
PAR TECHNOLOGY CORP 990000 35917200 COM
BUILDERS FIRSTSOURCE INC 335000 34468150 COM
ASSURED GUARANTY LTD 380000 34150600 COM
PINTEREST INC 1256000 32517840 CL A
TIC SOLUTIONS INC 3075000 31088250 COM
HERBALIFE LTD 2300000 29647000 COM SHS
HOWARD HUGHES HOLDINGS INC 369165 29448292 COM
ONITY GROUP INC 617088 28256460 COM NEW
PENN ENTERTAINMENT INC 1880000 27730000 COM
GRUPO FINANCIERO GALICIA S.A SPONSORE 506000 27293640 D ADR
FTAI INFRASTRUCTURE INC 5685000 26207850 COMMON STOCK
SIGHT SCIENCES INC 3292481 26109374 COM
JD.COM INC 896183 25720452 SPON ADS CL A
AURA BIOSCIENCES INC 4619582 25176722 COM
IOVANCE BIOTHERAPEUTICS INC 8600000 23478000 COM
LENDINGCLUB CORP 1200100 22729894 COM NEW
ALIBABA GROUP HLDG LTD 155000 22719900 SPONSORED ADS
GRUPO SUPERVIELLE S.A. 1920000 22694400 SPONSORED ADR
SHIFT4 PMTS INC 354000 22291380 CL A
PETCO HEALTH & WELLNESS CO I 7765024 21819717 COM
INSMED INC 125000 21755000 COM PAR $.01
ELEVANCE HEALTH INC FORMERLY 61200 21453660 COM
BAIDU INC 159800 20879468 SPON ADR REP A
LIBERTY BROADBAND CORP 375000 18105000 COM SER A
GENERAL MTRS CO 220000 17890400 COM
LIBERTY GLOBAL LTD 1494400 16498176 COM CL C
STANDARD BIOTOOLS INC 12678403 16228356 COM
LITHIA MTRS INC 47000 15619510 COM
UNITED AIRLS HLDGS INC 139000 15542980 COM
CONTROLADORA VUELA COMP DE A SPON 1715205 15231020 ADR RP 10
CITIGROUP INC 129640 15127692 COM NEW
OVINTIV INC 370000 14500300 COM
ARHAUS INC 1290000 14460900 COM CL A
CELLECTIS S A 2787750 13492710 SPON ADS
TAL EDUCATION GROUP 1117300 12189743 SPONSORED ADS
PAPA JOHNS INTL INC 310622 11955841 COM
LIBERTY LATIN AMERICA LTD 1558527 11626611 COM CL C
NEW FORTRESS ENERGY INC 10154450 11576073 COM CL A
BICYCLE THERAPEUTICS PLC 1633091 11562284 SPONSORED ADS
ANTERO MIDSTREAM CORP 610000 10851900 COM
WYNN RESORTS LTD 90000 10829700 COM
PFIZER INC 363300 9046170 COM
OPORTUN FINL CORP 1515777 8018460 COM
T1 ENERGY INC 1155000 7715400 COM NEW
API GROUP CORP 199339 7626710 COM STK
LOMA NEGRA C I A S A MTN 14 S 377600 4889920 PONSORED ADS
MEIRAGTX HLDGS PLC 524745 4171723 COM
EXPAND ENERGY CORPORATION 36000 3972960 COM
CLARIVATE PLC 1175000 3924500 ORD SHS
TILLYS INC 1680658 3344509 CL A
GCI LIBERTY INC 74999 2765213 COM SER A
APOLLO GLOBAL MGMT INC 18750 2714250 COM
CABLE ONE INC 19777 2231834 COM
WILLSCOT HLDGS CORP 99562 1874752 COM CL A
ALPHABET INC 5980 1871740 CAP STK CL A
POWERFLEET INC 337504 1795521 COM
PAGSEGURO DIGITAL LTD 156000 1503840 COM CL A
USA TODAY CO INC 268863 1384644 COM
GCI LIBERTY INC 31514 1172636 COM SER C
BIOCERES CROP SOLUTIONS CORP 829748 1086970 SHS
SOLITARIO RESOURCES CORP 1409700 982279 COM
DESTINATION XL GROUP INC 498042 457950 COM