LFCM
AZUL

Long Focus Capital Management’s Azul AZUL Stock Holding History

Long Focus Capital Management’s Portfolio AZUL Stock Details AZUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,932,943
Closed -$9.73M – 97
2025
Q1 		$9.73M Hold
5,932,943
– – 0.32% 56
2024
Q4 		$9.91M Buy
5,932,943
+905,463
+18% +$2.36M 0.32% 53
2024
Q3 		$17.3M Buy
5,027,480
+573,480
+13% +$2.16M 0.61% 30
2024
Q2 		$17.8M Buy
4,454,000
+2,295,000
+106% +$13.4M 0.68% 27
2024
Q1 		$16.8M Buy
2,159,000
+689,000
+47% +$5.46M 0.86% 27
2023
Q4 		$14.2M Buy
1,470,000
+90,000
+7% +$818K 0.47% 24
2023
Q3 		$11.9M Buy
1,380,000
+220,000
+19% +$2.18M 0.42% 30
2023
Q2 		$15.9M Sell
1,160,000
-1,080,000
-48% -$9.82M 0.72% 16
2023
Q1 		$16M Buy
2,240,000
+30,000
+1% +$188K 0.91% 18
2022
Q4 		$13.5M Buy
2,210,000
+1,305,000
+144% +$10.2M 0.93% 17
2022
Q3 		$7.37M Buy
905,000
+90,000
+11% +$758K 0.72% 29
2022
Q2 		$5.79M Buy
815,000
+330,000
+68% +$3.98M 0.61% 33
2022
Q1 		$7.3M Buy
485,000
+60,000
+14% +$860K 0.94% 26
2021
Q4 		$5.61M Buy
+425,000
New +$6.45M 0.74% 31

Other funds holding AZUL

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Long Focus Capital Management's AZUL Position: Q2 2025 in Review

Long Focus Capital Management sold out of Azul (AZUL) in Q2 2025, closing a stake of 5,932,943 shares — an estimated $9.73M sold.

Long Focus Capital Management first reported a position in AZUL in Q4 2021 and held it in 14 quarters. The position peaked at $17.8M in Q2 2024. 11 funds tracked by Wall St. Rank hold AZUL as of Q2 2025.

  • Long Focus Capital Management reported no remaining Azul position as of Q2 2025 after selling out during the quarter.
  • Long Focus Capital Management sold 5,932,943 Azul shares in Q2 2025, an estimated $9.73M.
  • Long Focus Capital Management first reported a position in Azul in Q4 2021 and held it in 14 quarters.
  • Long Focus Capital Management's Azul position peaked at $17.8M in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Azul as of Q2 2025.

Based on Long Focus Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.