Long Focus Capital Management
$2.2B 13F equity value
89 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 704,155 | $147M | 6.5% |
| CHTR | CHARTER COMMUNICATIONS INC | 415,000 | $90M | 4.0% |
| MOH | MOLINA HEALTHCARE INC | 615,000 | $82M | 3.6% |
| FTAI | FTAI AVIATION LTD | 315,000 | $77M | 3.4% |
| CZR | CAESARS ENTERTAINMENT INC NE | 2,715,000 | $72M | 3.2% |
| ET | ENERGY TRANSFER L P | 3,342,400 | $65M | 2.9% |
| CMCSA | COMCAST CORP NEW | 2,240,416 | $64M | 2.9% |
| CVS | CVS HEALTH CORP | 894,000 | $64M | 2.9% |
| CNC | CENTENE CORP DEL | 1,928,000 | $63M | 2.8% |
| GLNG | GOLAR LNG LTD | 1,154,000 | $62M | 2.8% |
Track Long Focus Capital Management's 13F portfolio: $2.2B in reported holdings, 89 positions. Top holdings and quarterly changes on SentiSense.