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Disclosed positions
Long Focus Capital Management, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- COMCAST CORP NEW
- Ticker
- CMCSA
- Class
- CL A
- Reported value
- $528,583,595
- Reported amount
- 21,530,900
- Unit
- SH
- Option
- Call
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001602716-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| COMCAST CORP NEW | CMCSA | CL A | $528,583,595 | 21,530,900 | SH | Call |
| DISNEY WALT CO | DIS | COM | $380,283,750 | 3,951,000 | SH | Call |
| CHARTER COMMUNICATIONS INC | CHTR | CL A | $211,580,038 | 1,487,800 | SH | Call |
| CHARTER COMMUNICATIONS INC | CHTR | CL A | $174,949,017 | 1,230,216 | SH | None |
| AMAZON COM INC | AMZN | COM | $167,828,303 | 704,155 | SH | None |
| MOLINA HEALTHCARE INC | MOH | COM | $139,507,000 | 610,000 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $135,996,736 | 7,112,800 | SH | Call |
| BP PLC | BP | SPONSORED ADR | $129,421,070 | 3,502,600 | SH | Call |
| CENTENE CORP DEL | CNC | COM | $93,075,500 | 1,450,000 | SH | None |
| COMCAST CORP NEW | CMCSA | CL A | $92,921,750 | 3,785,000 | SH | None |
| ROCKET COS INC | RKT | COM CL A | $85,758,750 | 5,445,000 | SH | None |
| FTAI AVIATION LTD | FTAI | SHS | $85,216,950 | 315,000 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $63,906,688 | 3,342,400 | SH | None |
| MICROSOFT CORP | MSFT | COM | $63,413,400 | 170,000 | SH | None |
| CVS HEALTH CORP | CVS | COM | $60,621,700 | 586,000 | SH | None |
| GOLAR LNG LTD | GLNG | SHS | $59,110,240 | 1,186,000 | SH | None |
| VIASAT INC | VSAT | COM | $58,376,500 | 650,000 | SH | None |
| BIONTECH SE | BNTX | SPONSORED ADS | $58,063,200 | 624,000 | SH | None |
| KKR & CO INC | KKR | COM | $57,821,400 | 630,000 | SH | None |
| INSMED INC | INSM | COM PAR $.01 | $56,295,360 | 528,000 | SH | None |
| BUILDERS FIRSTSOURCE INC | BLDR | COM | $55,209,160 | 617,000 | SH | None |
| DISNEY WALT CO | DIS | COM | $54,381,250 | 565,000 | SH | None |
| HOWARD HUGHES HOLDINGS INC | HHH | COM | $52,451,856 | 733,695 | SH | None |
| CVS HEALTH CORP | CVS | COM | $50,711,190 | 490,200 | SH | Call |
| PINTEREST INC | PINS | CL A | $50,577,150 | 2,405,000 | SH | None |
| APOLLO GLOBAL MGMT INC | APO | COM | $42,473,290 | 359,000 | SH | None |
| ANTERO RESOURCES CORP | AR | COM | $41,113,800 | 1,170,000 | SH | None |
| SHIFT4 PMTS INC | FOUR | CL A | $39,495,680 | 812,000 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $36,575,440 | 88,000 | SH | None |
| AURA BIOSCIENCES INC | AURA | COM | $36,349,032 | 5,119,582 | SH | None |
| MATTEL INC | MAT | COM | $35,255,200 | 2,540,000 | SH | None |
| HAPPEN INC | HAPN | COM NEW | $34,549,708 | 1,665,849 | SH | None |
| BARRICK MNG CORP | B | COM SHS | $33,057,000 | 900,000 | SH | None |
| TIC SOLUTIONS INC | TIC | COM | $31,257,147 | 3,863,677 | SH | None |
| ASSURED GUARANTY LTD | AGO | COM | $30,460,800 | 380,000 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $28,791,840 | 399,000 | SH | None |
| ALIBABA GROUP HLDG LTD | BABA | NOTE 0.500% 6/0 | $27,718,250 | 235,000 | SH | None |
| HUMANA INC | HUM | COM | $27,169,848 | 68,400 | SH | None |
| JD.COM INC | JD | SPON ADS CL A | $24,018,009 | 942,622 | SH | None |
| GRUPO FINANCIERO GALICIA S.A | GGAL | SPONSORED ADR | $22,813,680 | 456,000 | SH | None |
| PETCO HEALTH & WELLNESS CO I | WOOF | CL A COM | $22,769,256 | 8,371,050 | SH | None |
| HERBALIFE LTD | HLF | COM SHS | $22,344,480 | 1,699,200 | SH | None |
| ONITY GROUP INC | ONIT | COM NEW | $21,488,771 | 540,598 | SH | None |
| SIGHT SCIENCES INC | SGHT | COM | $20,835,022 | 3,844,100 | SH | None |
| ARHAUS INC | ARHS | COM CL A | $20,629,000 | 2,450,000 | SH | None |
| LITHIA MTRS INC | LAD | COM | $20,624,790 | 71,000 | SH | None |
| CAPITAL ONE FINL CORP | COF | COM | $20,062,000 | 100,000 | SH | None |
| STANDARD BIOTOOLS INC | LAB | COM | $19,333,450 | 23,500,000 | SH | None |
| SONY GROUP CORP | SONY | SPONSORED ADR | $19,257,600 | 960,000 | SH | None |
| BAIDU INC | BIDU | SPON ADR REP A | $18,263,542 | 159,800 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 11 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.