Fund Holdings — Long Focus Capital Management, LLC

Total Portfolio Value
$1.31B
Total Bought
$290.58M
Total Sold
$101.39M
Net Transaction
+$189.19M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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CVS HEALTH CORP(CVS)01,141,100+1,141,100051,2243.92%+51,224
ASML HOLDING N V
N Y REGISTRY SHS
049,800+49,800034,5152.64%+34,515
COMCAST CORP NEW(CCZ)1,126,9001,898,400+771,50047,07171,2475.45%+24,176
QUANTUM CORP(QMCO)477,999477,99901,67325,7741.97%+24,101
PINTEREST INC(PINS)192,000907,483+715,4836,21526,3172.01%+20,102
ETSY INC(ETSY)0280,100+280,100014,8141.13%+14,814
ENERGY TRANSFER L P(ET)3,342,4003,342,400053,64665,4785.01%+11,832
AURA BIOSCIENCES INC(AURA)1,133,5462,537,774+1,404,22810,10020,8611.60%+10,761
ARHAUS INC(ARHS)01,125,000+1,125,000010,5750.81%+10,575
CHART INDS INC055,000+55,000010,4960.80%+10,496
FREYR BATTERY INC(TE)4,449,0505,650,000+1,200,9504,31614,5771.12%+10,261
SUNRISE COMMUNICATIONS AG0228,399+228,39909,8390.75%+9,839
CENTENE CORP DEL(CNC)0138,385+138,38508,3830.64%+8,383
BICYCLE THERAPEUTICS PLC0543,092+543,09207,6030.58%+7,603
PAPA JOHNS INTL INC(PZZA)0180,000+180,00007,3930.57%+7,393
ANHEUSER BUSCH INBEV SA/NV(BUD)143,400323,346+179,9469,50616,1901.24%+6,684
HERBALIFE LTD(HLF)3,738,0004,758,127+1,020,12726,87631,8322.44%+4,956
THE CIGNA GROUP(CI)017,700+17,70004,8880.37%+4,888
NATIONAL ENERGY SERVICES REU
SHS
0497,921+497,92104,4610.34%+4,461
CITI TRENDS INC(CTRN)591,455556,455-35,00010,86514,6071.12%+3,742
ASSURED GUARANTY LTD(AGO)265,000275,000+10,00021,07324,7531.89%+3,680
API GROUP CORP(APG)30,000127,893+97,8939914,6000.35%+3,610
LIBERTY LATIN AMERICA LTD(LILA)1,695,4003,034,616+1,339,21616,08919,2391.47%+3,150
TAL EDUCATION GROUP(TAL)250,000595,260+345,2602,9605,9650.46%+3,005
SIGHT SCIENCES INC(SGHT)865,0972,238,632+1,373,5355,4508,1490.62%+2,699
PAYPAL HLDGS INC(PYPL)820,000780,000-40,00063,98566,5735.10%+2,588
PENN ENTERTAINMENT INC(PENN)1,500,0001,545,000+45,00028,29030,6222.34%+2,332
BIOCERES CROP SOLUTIONS CORP(BIOX)322,817744,748+421,9312,5414,5280.35%+1,987
OPORTUN FINL CORP(OPRT)1,740,7771,740,77704,8926,7540.52%+1,863
EXPAND ENERGY CORPORATION(EXE)100,300100,30008,2509,9850.76%+1,735
CONTROLADORA VUELA COMP DE A1,426,9201,426,92009,03210,6160.81%+1,584
ANTERO RESOURCES CORP(AR)1,603,0001,353,000-250,00045,92647,4233.63%+1,497
LOMA NEGRA C I A S A MTN 14377,600377,60003,0434,5090.35%+1,465
MEIRAGTX HLDGS PLC(MGTX)0189,745+189,74501,1560.09%+1,156
CAESARS ENTERTAINMENT INC NE(CZR)662,200857,200+195,00027,64028,6482.19%+1,007
CITIGROUP INC(C)94,64094,64005,9246,6620.51%+737
ALTUS POWER INC549,081549,08101,7462,2350.17%+489
AIR LEASE CORP
CL A
162,707162,70707,3697,8440.60%+475
PAR TECHNOLOGY CORP(PAR)20,35720,35701,0601,4790.11%+419
BANK AMERICA CORP93,00093,00003,6904,0870.31%+397
GOLAR LNG LTD
SHS
50,00050,00001,8382,1160.16%+278
J JILL INC(JILL)76,32076,32001,8832,1080.16%+225
ALPHABET INC(GOOG)5,9805,98009921,1320.09%+140
GRUPO SUPERVIELLE S.A.(SUPV)345,689170,689-175,0002,4582,5790.20%+121
LIBERTY BROADBAND CORP(LBRDA)310,100321,800+11,70023,82223,9291.83%+107
PEABODY ENERGY CORP(BTU)715,058910,058+195,00018,97819,0571.46%+79
ANTERO MIDSTREAM CORP(AM)610,000610,00009,1819,2050.70%+24
HYZON MOTORS INC600,700600,70001230.00%-9
SOUTHERN FIRST BANCSHARES(SFST)10,0007,964-2,0363413170.02%-24
ONCOLYTICS BIOTECH INC(ONCY)40,0000-40,000350—-35
ONEMAIN HLDGS INC(OMF)295,000265,000-30,00013,88613,8141.06%-71
GOPRO INC(GPRO)280,700280,70003823060.02%-76
MBIA INC(MBI)30,0000-30,0001070—-107
DESTINATION XL GROUP INC(DXLG)438,042438,04201,2881,1780.09%-110
IRIDEX CORP(IRIX)100,00038,173-61,827175640.00%-111
AMBAC FINL GROUP INC10,0000-10,0001120—-112
COMPASS MINERALS INTL INC(CMP)150,000150,00001,8031,6880.13%-115
SOLITARIO RESOURCES CORP(XPL)1,409,7001,409,70009878380.06%-149
MGIC INVT CORP WIS(MTG)95,00095,00002,4322,2520.17%-180
ANIXA BIOSCIENCES INC(ANIX)165,701147,360-18,3415223420.03%-180
LINEAGE CELL THERAPEUTICS IN(LCTX)215,0000-215,0001950—-195
ARCOS DORADOS HOLDINGS INC(ARCO)150,000150,00001,3081,0920.08%-216
MAMMOTH ENERGY SVCS INC(TUSK)57,6810-57,6812360—-236
ACHIEVE LIFE SCIENCES INC248,099248,09901,1768730.07%-303
HYZON MOTORS INC300,330300,33007303170.02%-413
NEXTCURE INC556,105185,936-370,1697621430.01%-619
AKERO THERAPEUTICS INC719,604719,604020,64520,0191.53%-626
ONITY GROUP INC(ONIT)652,088652,088020,82820,0261.53%-802
INSMED INC(INSM)628,900650,800+21,90045,91044,9313.44%-978
WYNN RESORTS LTD(WYNN)157,000163,000+6,00015,05314,0441.07%-1,009
NEXSTAR MEDIA GROUP INC(NXST)130,000129,500-50021,49620,4571.57%-1,038
FTAI INFRASTRUCTURE INC(FIP)517,659517,65904,8453,7580.29%-1,087
ECHOSTAR CORP(ECHO)628,544628,544015,60014,3941.10%-1,207
FINANCE OF AMERICA COMPAN(FOA)110,4340-110,4341,2780—-1,278
LENDINGCLUB CORP(HAPN)2,409,7251,609,725-800,00027,54326,0611.99%-1,482
CELLECTIS S A(CLLS)4,617,2934,617,29309,8818,3110.64%-1,570
ADAPTIMMUNE THERAPEUTICS PLC(ADAPY)13,299,89020,494,393+7,194,50312,64011,0400.85%-1,600
CENTRAL PUERTO S A(CEPU)592,696272,696-320,0005,6133,9510.30%-1,661
TILLYS INC(TLYS)2,151,9312,181,931+30,00010,9759,2730.71%-1,702
PAGSEGURO DIGITAL LTD(PAGS)922,000955,000+33,0007,9385,9780.46%-1,960
LAS VEGAS SANDS CORP(LVS)314,000268,000-46,00015,80713,7641.05%-2,042
CLARIVATE PLC(CLVT)1,175,0001,175,00008,3435,9690.46%-2,373
BARCLAYS PLC252,0000-252,0003,0620—-3,062
MR COOPER GROUP INC65,00030,000-35,0005,9922,8800.22%-3,111
ALIBABA GROUP HLDG LTD(BABA)635,000757,000+122,00067,38664,1864.91%-3,200
JD.COM INC(JD)348,000286,200-61,80013,9209,9230.76%-3,997
TOPGOLF CALLAWAY BRANDS CORP(CALY)1,843,0002,038,000+195,00020,23616,0191.23%-4,217
WARNER BROS DISCOVERY INC(WBD)2,450,0001,509,000-941,00020,21315,9501.22%-4,262
LITHIA MTRS INC(LAD)13,9000-13,9004,4150—-4,415
IOVANCE BIOTHERAPEUTICS INC(IOVA)4,532,0005,132,000+600,00042,55537,9772.91%-4,579
SHOPIFY INC(SHOP)60,0000-60,0004,8080—-4,808
APOLLO GLOBAL MGMT INC(APO)57,00013,750-43,2507,1202,2710.17%-4,849
WELLS FARGO CO NEW(WFC)103,00013,000-90,0005,8189130.07%-4,905
PURECYCLE TECHNOLOGIES INC(PCT)1,203,781603,781-600,00011,4366,1890.47%-5,247
FTAI AVIATION LTD(FTAI)560,000480,000-80,00074,42469,1395.29%-5,285
GLOBE LIFE INC50,0000-50,0005,2960—-5,295
SHIFT4 PMTS INC(FOUR)75,0000-75,0006,6450—-6,645
AZUL S A5,027,4805,932,943+905,46317,2959,9080.76%-7,387
CAPRI HOLDINGS LIMITED
SHS
270,3880-270,38811,4750—-11,475
LIBERTY GLOBAL LTD(LBTYA)1,442,0001,442,000031,16218,9481.45%-12,214
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Long Focus Capital Management, LLC — 13F Holdings — Q4 2024 | TickerTrail