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Kazazian Asset Management, LLC

Q2 2025 · 13F-HR

Kazazian Asset Management, LLCholdings as filed

Filed 2025-08-11 · accession 0001580415-25-000008

$72.7M
Reported value
46
Positions
2025-06-30
Period end
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The Brief · Kazazian Asset Management, LLC · Q2 2025

AI · grounded in 13F

Kazazian Asset Management, LLC established a new position in C valued at $12.1M. The fund also initiated new stakes in DIS for $10.7M and GOOG for $9.0M. Additional new positions include AMZN at $6.5M and EAT at $4.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
172967424CCITIGROUPINC$12.1M16.7%142,694CommonSOLE
254687106DISDISNEYWALTCO$10.7M14.7%86,251CommonSOLE
02079K107GOOGALPHABETINC$9.0M12.3%50,577CommonSOLE
023135106AMZNAMAZONCOMINC$6.5M8.93%29,608CommonSOLE
109641100EATBRINKERINTLINC$4.6M6.29%25,381CommonSOLE
16679L109CHWYCHEWYINC$2.1M2.89%49,231CommonSOLE
29786A106ETSYETSYINC$2.1M2.85%41,270CommonSOLE
238337109PLAYDAVE&BUSTERSENTMTINC$2.1M2.84%68,635CommonSOLE
009066101ABNBAIRBNBINC$1.8M2.44%13,433CommonSOLE
01609W102BABAALIBABAGROUPHLDGLTD$1.8M2.44%15,641CommonSOLE
00768Y453MSOSADVISORSHARESTR$1.6M2.19%660,154CommonSOLE
02079K305GOOGLALPHABETINC$1.3M1.75%7,240CommonSOLE
37045V100GMGENERALMTRSCO$1.2M1.69%25,000CommonSOLE
852234103XYZBLOCKINC$1.1M1.50%16,008CommonSOLE
52466B103LZLEGALZOOMCOMINC$1.1M1.46%119,331CommonSOLE
38141G104GSGOLDMANSACHSGROUPINC$920,0751.27%1,300CommonSOLE
29882P106EWCZEUROPEANWAXCTRINC$908,0801.25%161,293CommonSOLE
256163106DOCUDOCUSIGNINC$887,6341.22%11,396CommonSOLE
833445109SNOWSNOWFLAKEINC$738,4411.02%3,300CommonSOLE
071705107BLCOBAUSCHPLUSLOMBCORP$722,4320.99%55,529CommonSOLE
31428X106FDXFEDEXCORP$715,7990.98%3,149CommonSOLE
30212P303EXPEEXPEDIAGROUPINC$691,5880.95%4,100CommonSOLE
98980F104GTMZOOMINFOTECHNOLOGIESINC$585,0270.80%57,809CommonSOLE
G3730V105FTAIFTAIAVIATIONLTD$575,2000.79%5,000CommonSOLE
060505104BACBANKAMERICACORP$554,3540.76%11,715CommonSOLE
056752108BIDUBAIDUINC$550,5790.76%6,420CommonSOLE
G6375R107NESRNATIONALENERGYSERVICESREU$503,5730.69%83,650CommonSOLE
N97284108NBISNEBIUSGROUPN.V.$427,8670.59%7,733CommonSOLE
82509L107SHOPSHOPIFYINC$421,0280.58%3,650CommonSOLE
442487401HOVHOVNANIANENTERPRISESINC$418,2000.58%4,000CommonSOLE
103197307BOXLIGHTCORP$395,1420.54%224,500CommonSOLE
98980G102ZSZSCALERINC$355,3800.49%1,132CommonSOLE
60937P106MDBMONGODBINC$343,3340.47%1,635CommonSOLE
70450Y103PYPLPAYPALHLDGSINC$332,5080.46%4,474CommonSOLE
21873S958CRWVCOREWEAVEINC$326,1200.45%2,000PUTSOLE
192422103CGNXCOGNEXCORP$282,9420.39%8,920CommonSOLE
21873S108CRWVCOREWEAVEINC$277,2020.38%1,700CommonSOLE
500767306KWEBKRANESHARESTRUST$272,3400.37%7,933CommonSOLE
803607100SRPTSAREPTATHERAPEUTICSINC$256,5000.35%15,000CommonSOLE
21874A106CORZCORESCIENTIFICINCNEW$256,0500.35%15,000CommonSOLE
18915M107NETCLOUDFLAREINC$244,7880.34%1,250CommonSOLE
88339J105TTDTHETRADEDESKINC$221,0090.30%3,070CommonSOLE
G4766E116INDVINDIVIORPLC$202,1900.28%13,583CommonSOLE
23331S100DHXDHIGROUPINC$151,0930.21%50,873CommonSOLE
816307300SLQTSELECTQUOTEINC$134,0650.18%56,330CommonSOLE
22717L101CRONCRONOSGROUPINC$119,5760.16%62,605CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.