LONG FOCUS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LBTYK | 1.49M | $17.56M |
 | BCYC | 1.42M | $10.98M |
 | VSAT | 1.34M | $39.24M |
 | AR | 1.31M | $43.93M |
 | ARHS | 1.29M | $13.71M |
 | LC | 1.20M | $18.23M |
 | PYPL | 1.19M | $79.94M |
 | CLVT | 1.18M | $4.50M |
 | TAL | 1.12M | $12.51M |
 | PINS | 1.03M | $33.01M |
 | CVS | 904K | $68.15M |
 | PAR | 878K | $34.73M |
 | BIOX | 830K | $1.17M |
 | AKRO | 720K | $34.19M |
 | JD | 655K | $22.93M |
 | GLNG | 637K | $25.76M |
 | FTAI | 615K | $102.61M |
 | AM | 610K | $11.86M |
 | PCT | 589K | $7.75M |
 | MODG | 570K | $5.41M |
Liberty Global plc
LBTYK
Shares Held
1.49M
Value
$17.56M
Bicycle Therapeutics plc
BCYC
Shares Held
1.42M
Value
$10.98M
Viasat, Inc.
VSAT
Shares Held
1.34M
Value
$39.24M
Antero Resources Corporation
AR
Shares Held
1.31M
Value
$43.93M
Arhaus, Inc.
ARHS
Shares Held
1.29M
Value
$13.71M
LendingClub Corporation
LC
Shares Held
1.20M
Value
$18.23M
PayPal Holdings, Inc.
PYPL
Shares Held
1.19M
Value
$79.94M
Clarivate Plc
CLVT
Shares Held
1.18M
Value
$4.50M
TAL Education Group
TAL
Shares Held
1.12M
Value
$12.51M
Pinterest, Inc.
PINS
Shares Held
1.03M
Value
$33.01M
CVS Health Corporation
CVS
Shares Held
904K
Value
$68.15M
PAR Technology Corporation
PAR
Shares Held
878K
Value
$34.73M
Bioceres Crop Solutions Corp.
BIOX
Shares Held
830K
Value
$1.17M
Akero Therapeutics, Inc.
AKRO
Shares Held
720K
Value
$34.19M
JD.com, Inc.
JD
Shares Held
655K
Value
$22.93M
Golar LNG Limited
GLNG
Shares Held
637K
Value
$25.76M
FTAI Aviation Ltd.
FTAI
Shares Held
615K
Value
$102.61M
Antero Midstream Corporation
AM
Shares Held
610K
Value
$11.86M
PureCycle Technologies, Inc.
PCT
Shares Held
589K
Value
$7.75M
Topgolf Callaway Brands Corp.
MODG
Shares Held
570K
Value
$5.41M