Fund HoldingsLong Focus Capital Management, LLC

Total Portfolio Value
$3.01B
Total Bought
$580.46M
Total Sold
$465.18M
Net Transaction
+$115.27M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ALIBABA GROUP HLDG LTD(BABA)(Call)794,8005,658,400+4,863,60068,941438,583+369,642
BANK AMERICA CORP(Call)3,121,2003,850,000+728,80085,458129,630+44,171
HERBALIFE LTD(HLF)(Call)1,240,0002,980,000+1,740,00017,34845,475+28,127
BARRICK GOLD CORP(Call)6,266,1006,225,500-40,60091,172112,619+21,448
LIBERTY GLOBAL LTD(LBTYA)0959,132+959,132017,8780.59%+17,878
LENDINGCLUB CORP(HAPN)03,414,725+3,414,725029,8450.99%+29,845
DISH NETWORK CORPORATION10,0002,111,974+2,101,9745912,1860.41%+12,127
BARCLAYS PLC(Call)210,1001,670,200+1,460,1001,63713,161+11,524
ANHEUSER BUSCH INBEV SA/NV(BUD)(Call)2,720,0002,500,000-220,000150,416161,550+11,134
FTAI AVIATION LTD(FTAI)1,043,6781,017,009-26,66937,10347,1891.57%+10,086
FIRST SOLAR INC(FSLR)040,000+40,00006,8910.23%+6,891
CELLECTIS S A04,487,293+4,487,293013,8210.46%+13,821
JD.COM INC(JD)0218,000+218,00006,2980.21%+6,298
IOVANCE BIOTHERAPEUTICS INC(IOVA)02,135,521+2,135,521017,3620.58%+17,362
RH(RH)020,000+20,00005,8300.19%+5,830
ONEMAIN HLDGS INC(OMF)234,000295,000+61,0009,38114,5140.48%+5,133
AKERO THERAPEUTICS INC144,000510,000+366,0007,28411,9090.40%+4,625
NEXSTAR MEDIA GROUP INC(NXST)40,00065,000+25,0005,73510,1890.34%+4,454
ALIBABA GROUP HLDG LTD(BABA)510,000621,000+111,00044,23748,1341.60%+3,896
ASSURED GUARANTY LTD(AGO)297,000290,000-7,00017,97421,7010.72%+3,726
PAGSEGURO DIGITAL LTD(PAGS)721,041790,000+68,9596,2089,8510.33%+3,643
CAESARS ENTERTAINMENT INC NE(CZR)0195,580+195,58009,1690.30%+9,169
CLARIVATE PLC(CLVT)1,000,0001,075,000+75,0006,7109,9550.33%+3,245
OCWEN FINL CORP0652,088+652,088020,0580.67%+20,058
PURECYCLE TECHNOLOGIES INC(PCT)935,5181,985,518+1,050,0005,2488,0410.27%+2,793
TOPGOLF CALLAWAY BRANDS CORP(CALY)1,065,0001,205,000+140,00014,74017,2800.57%+2,540
AZUL S A01,470,000+1,470,000014,2440.47%+14,244
INSMED INC(INSM)371,649371,64909,38411,5170.38%+2,133
ENERGY TRANSFER L P(ET)3,112,4003,297,400+185,00043,66745,5041.51%+1,837
HERBALIFE LTD(HLF)951,593991,593+40,00013,31315,1320.50%+1,819
CITI TRENDS INC245,673250,673+5,0005,4597,0890.24%+1,630
CONTROLADORA VUELA COMP DE A0160,000+160,00001,5010.05%+1,501
PINTEREST INC(PINS)216,000195,000-21,0005,8387,2230.24%+1,384
ANHEUSER BUSCH INBEV SA/NV(BUD)137,200137,20007,5878,8660.29%+1,279
AURA BIOSCIENCES INC195,175340,422+145,2471,7513,0160.10%+1,265
COMCAST CORP NEW(CCZ)(Call)02,090,100+2,090,100091,651+91,651
WELLS FARGO CO NEW(WFC)128,900128,90005,2676,3440.21%+1,078
ADAPTIMMUNE THERAPEUTICS PLC10,963,15812,086,915+1,123,7578,5519,5850.32%+1,034
LAS VEGAS SANDS CORP(LVS)020,000+20,00009840.03%+984
CITIGROUP INC(C)94,64094,64003,8934,8680.16%+976
SCHWAB CHARLES CORP(SCHW)50,00050,00002,7453,4400.11%+695
DESTINATION XL GROUP INC133,042288,042+155,0005961,2670.04%+671
CENTRAL PUERTO S A(CEPU)1,032,696732,696-300,0006,0106,6680.22%+657
BIOCERES CROP SOLUTIONS CORP228,800233,900+5,1002,5833,2110.11%+628
BANK AMERICA CORP93,00093,00002,5463,1310.10%+585
TURTLE BEACH CORP305,000305,00002,7683,3400.11%+572
GRUPO SUPERVIELLE S.A.0895,689+895,68903,6360.12%+3,636
AIR LEASE CORP
CL A
202,500202,50007,9818,4930.28%+512
BARCLAYS PLC1,010,0001,060,000+50,0007,8688,3530.28%+485
ARCOS DORADOS HOLDINGS INC(ARCO)150,000150,00001,4191,9040.06%+485
DESIGNER BRANDS INC050,000+50,00004430.01%+443
MR COOPER GROUP INC205,000175,000-30,00010,98011,3960.38%+416
J JILL INC61,32086,320+25,0001,8152,2250.07%+410
ANTERO MIDSTREAM CORP(AM)610,000610,00007,3087,6430.25%+336
FTAI INFRASTRUCTURE INC02,639,359+2,639,359010,2670.34%+10,267
ACADIA RLTY TR108,000108,00001,5501,8350.06%+285
WARNER BROS DISCOVERY INC(WBD)0500,000+500,00005,6900.19%+5,690
MGIC INVT CORP WIS(MTG)95,00095,00001,5861,8330.06%+247
LOMA NEGRA C I A S A MTN 14210,000210,00001,2661,4890.05%+223
ARHAUS INC(ARHS)156,240140,000-16,2401,4531,6590.06%+206
LUMEN TECHNOLOGIES INC(LUMN)500,000500,00007109150.03%+205
VINCERX PHARMA INC1,098,7531,098,75301,1101,2970.04%+187
ALTUS POWER INC104,081104,08105467110.02%+164
SOUTHERN FIRST BANCSHARES18,11317,330-7834886430.02%+155
ANIXA BIOSCIENCES INC165,701165,70105426430.02%+101
ALPHABET INC(GOOG)5,9805,98007838350.03%+53
PAR TECHNOLOGY CORP10,35710,35703994510.01%+52
AMBAC FINL GROUP INC10,00010,00001211650.01%+44
IRIDEX CORP100,000100,00002542810.01%+27
SOLITARIO RESOURCES CORP1,409,7001,409,70007687900.03%+22
GRUPO FINANCIERO GALICIA S.A(GGAL)44,00034,000-10,0005745870.02%+13
MAMMOTH ENERGY SVCS INC57,68157,68102682570.01%-10
CODEXIS INC10,0000-10,000190-19
LINEAGE CELL THERAPEUTICS IN215,000215,00002542340.01%-19
TKO GROUP HOLDINGS INC(TKO)10,00010,00008418160.03%-25
HYZON MOTORS INC600,700600,700042130.00%-29
MBIA INC30,00030,00002161840.01%-33
ONCOLYTICS BIOTECH INC40,00040,000087540.00%-33
INSTIL BIO INC100,0000-100,000430-43
ACHIEVE LIFE SCIENCES INC248,099248,09901,0671,0220.03%-45
ECHOSTAR CORP(ECHO)271,500271,50004,5484,4990.15%-49
FOSSIL GROUP INC100,000100,00002061460.00%-60
GOLAR LNG LTD
SHS
50,00050,00001,2131,1500.04%-63
BIOVIE INC20,0000-20,000680-68
BOXLIGHT CORP50,00021,377-28,62396230.00%-73
SANGAMO THERAPEUTICS INC(SGMOQ)1,372,0001,372,00008237450.02%-78
NEXTCURE INC556,105556,10507176340.02%-83
COMCAST CORP NEW(CCZ)0319,200+319,200013,9970.47%+13,997
GOPRO INC360,700280,700-80,0001,1339740.03%-159
CHILDRENS PL INC NEW45,53045,53001,2311,0570.04%-173
FINANCE OF AMERICA COMPAN1,104,3481,104,34801,4141,2150.04%-199
TELLURIAN INC NEW500,750500,75005813780.01%-203
INTL GNRL INSURANCE HLDNGS L
SHS
210,635165,982-44,6532,3762,1380.07%-238
CARIBOU BIOSCIENCES INC65,0000-65,0003110-311
GENERAL MTRS CO(GM)10,0000-10,0003300-330
CURO GROUP HOLDINGS CORP2,978,1933,396,130+417,9373,1272,7170.09%-410
KOHLS CORP(KSS)20,0000-20,0004190-419
ANTERO RESOURCES CORP(AR)1,636,7621,806,637+169,87541,54140,9751.36%-566
LITHIA MTRS INC(LAD)013,900+13,90004,5770.15%+4,577
QUANTUM CORP09,160,819+9,160,81903,1970.11%+3,197
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