account_balance
Investment manager · 13F filer · SEC CIK 1602716
Long Focus Capital Management, LLC
Reported value$2.45Bas of Jun 30, 2026
Positions76 5 new, 13 sold out
Top 10 weight41.9%CHTR alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CHTRCharter Communications Inc
7.1%Added +196%
AMZNAmazon Com Inc
6.8%
MOHMolina Healthcare Inc
5.7%
CNCCentene Corp
3.8%Trimmed −25%
CMCSAComcast Corp New
3.8%Added +69%
RKTRocket Cos Inc
3.5%Added +64%
FTAIFtai Aviation Ltd
3.5%
ETEnergy Transfer L P
2.6%
MSFTMicrosoft Corp
2.6%Added +37%
CVSCVS Health Corp
2.5%Trimmed −34%
GLNGGolar LNG Ltd
2.4%Added +3%
VSATViasat Inc
2.4%Trimmed −40%
CHTRCharter Communications Inc
7.1%Added +196%
AMZNAmazon Com Inc
6.8%
MOHMolina Healthcare Inc
5.7%
CNCCentene Corp
3.8%Trimmed −25%
CMCSAComcast Corp New
3.8%Added +69%
RKT3.5%FTAI3.5%ET2.6%MSFT2.6%CVS2.5%GLNG2.4%VSAT2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CHTR Charter Communications Inc 7.1% Added +196%AMZN Amazon Com Inc 6.8% HeldMOH Molina Healthcare Inc 5.7% HeldCNC Centene Corp 3.8% Trimmed −25%CMCSA Comcast Corp New 3.8% Added +69%RKT Rocket Cos Inc 3.5% Added +64%FTAI Ftai Aviation Ltd 3.5% HeldET Energy Transfer L P 2.6% HeldMSFT Microsoft Corp 2.6% Added +37%CVS CVS Health Corp 2.5% Trimmed −34%GLNG Golar LNG Ltd 2.4% Added +3%VSAT Viasat Inc 2.4% Trimmed −40%
What changed