LONG FOCUS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LAB | 12.68M | $16.23M |
 | NFE | 10.15M | $11.58M |
 | IOVA | 8.60M | $23.48M |
 | WOOF | 7.77M | $21.82M |
 | FIP | 5.68M | $26.21M |
 | AURA | 4.62M | $25.18M |
 | ET | 3.34M | $55.12M |
 | SGHT | 3.29M | $26.11M |
 | TIC | 3.08M | $31.09M |
 | RKT | 2.82M | $54.60M |
 | CLLS | 2.79M | $13.49M |
 | CZR | 2.71M | $63.39M |
 | HLF | 2.30M | $29.65M |
 | CMCSA | 2.24M | $66.97M |
 | CNC | 2.04M | $84.15M |
 | SUPV | 1.92M | $22.69M |
 | PENN | 1.88M | $27.73M |
 | VLRS | 1.72M | $15.23M |
 | TLYS | 1.68M | $3.34M |
 | PYPL | 1.67M | $97.58M |
Standard BioTools Inc.
LAB
Shares Held
12.68M
Value
$16.23M
New Fortress Energy Inc.
NFE
Shares Held
10.15M
Value
$11.58M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
8.60M
Value
$23.48M
Petco Health and Wellness Company, Inc.
WOOF
Shares Held
7.77M
Value
$21.82M
FTAI Infrastructure Inc.
FIP
Shares Held
5.68M
Value
$26.21M
Aura Biosciences, Inc.
AURA
Shares Held
4.62M
Value
$25.18M
Energy Transfer LP
ET
Shares Held
3.34M
Value
$55.12M
Sight Sciences, Inc.
SGHT
Shares Held
3.29M
Value
$26.11M
TIC Solutions, Inc.
TIC
Shares Held
3.08M
Value
$31.09M
Rocket Companies, Inc.
RKT
Shares Held
2.82M
Value
$54.60M
Cellectis S.A.
CLLS
Shares Held
2.79M
Value
$13.49M
Caesars Entertainment, Inc.
CZR
Shares Held
2.71M
Value
$63.39M
Herbalife Nutrition Ltd.
HLF
Shares Held
2.30M
Value
$29.65M
Comcast Corporation
CMCSA
Shares Held
2.24M
Value
$66.97M
Centene Corporation
CNC
Shares Held
2.04M
Value
$84.15M
Grupo Supervielle S.A.
SUPV
Shares Held
1.92M
Value
$22.69M
PENN Entertainment, Inc.
PENN
Shares Held
1.88M
Value
$27.73M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
1.72M
Value
$15.23M
Tilly's, Inc.
TLYS
Shares Held
1.68M
Value
$3.34M
PayPal Holdings, Inc.
PYPL
Shares Held
1.67M
Value
$97.58M