Stock Taper 
LONG FOCUS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PowerFleet, Inc. | AIOT | 337.5K | $1.29M |
 Apollo Global Management, Inc. | APO | 359K | $42.47M |
 Liberty Broadband Corporation | LBRDA | 375K | $12.48M |
 Assured Guaranty Ltd. | AGO | 380K | $30.46M |
 Uber Technologies, Inc. | UBER | 399K | $28.79M |
 Insmed Incorporated | INSM | 528K | $56.3M |
 The Walt Disney Company | DIS | 565K | $54.38M |
 CVS Health Corp. | CVS | 586K | $60.62M |
 Molina Healthcare, Inc. | MOH | 610K | $139.51M |
 Builders FirstSource, Inc. | BLDR | 617K | $55.21M |
 BioNTech SE | BNTX | 624K | $58.06M |
 KKR & Co. Inc. | KKR | 630K | $57.82M |
 Viasat, Inc. | VSAT | 650K | $58.38M |
 Amazon.com, Inc. | AMZN | 704.15K | $167.83M |
 Howard Hughes Holdings Inc. | HHH | 733.7K | $52.45M |
 Shift4 Payments, Inc. | FOUR | 812K | $39.5M |
 Bioceres Crop Solutions Corp. | BIOX | 829.75K | $290.5K |
 Barrick Mining Corporation | B | 900K | $33.06M |
 JD.com, Inc. | JD | 942.62K | $24.02M |
 Liberty Latin America Ltd. | LILAK | 960K | $7.48M |