LONG FOCUS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LAB | 16.02M | $14.72M |
 | WOOF | 8.01M | $22.27M |
 | NFE | 6.05M | $3.57M |
 | AURA | 4.62M | $30.91M |
 | TIC | 4.10M | $26.99M |
 | FIP | 4.07M | $20.12M |
 | SGHT | 3.59M | $13.55M |
 | ET | 3.34M | $64.51M |
 | RKT | 3.33M | $47.40M |
 | BCYC | 3.31M | $15.36M |
 | CLLS | 2.74M | $8.70M |
 | CZR | 2.71M | $71.76M |
 | PINS | 2.69M | $49.37M |
 | CMCSA | 2.24M | $64.32M |
 | PENN | 2.15M | $32.31M |
 | IOVA | 2.10M | $7.37M |
 | ARHS | 1.97M | $13.35M |
 | LC | 1.94M | $27.72M |
 | CNC | 1.93M | $63.12M |
 | MAT | 1.92M | $27.89M |
Standard BioTools Inc.
LAB
Shares Held
16.02M
Value
$14.72M
Petco Health and Wellness Company, Inc.
WOOF
Shares Held
8.01M
Value
$22.27M
New Fortress Energy Inc.
NFE
Shares Held
6.05M
Value
$3.57M
Aura Biosciences, Inc.
AURA
Shares Held
4.62M
Value
$30.91M
TIC Solutions, Inc.
TIC
Shares Held
4.10M
Value
$26.99M
FTAI Infrastructure Inc.
FIP
Shares Held
4.07M
Value
$20.12M
Sight Sciences, Inc.
SGHT
Shares Held
3.59M
Value
$13.55M
Energy Transfer LP
ET
Shares Held
3.34M
Value
$64.51M
Rocket Companies, Inc.
RKT
Shares Held
3.33M
Value
$47.40M
Bicycle Therapeutics plc
BCYC
Shares Held
3.31M
Value
$15.36M
Cellectis S.A.
CLLS
Shares Held
2.74M
Value
$8.70M
Caesars Entertainment, Inc.
CZR
Shares Held
2.71M
Value
$71.76M
Pinterest, Inc.
PINS
Shares Held
2.69M
Value
$49.37M
Comcast Corporation
CMCSA
Shares Held
2.24M
Value
$64.32M
PENN Entertainment, Inc.
PENN
Shares Held
2.15M
Value
$32.31M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
2.10M
Value
$7.37M
Arhaus, Inc.
ARHS
Shares Held
1.97M
Value
$13.35M
LendingClub Corporation
LC
Shares Held
1.94M
Value
$27.72M
Centene Corporation
CNC
Shares Held
1.93M
Value
$63.12M
Mattel, Inc.
MAT
Shares Held
1.92M
Value
$27.89M