Vazirani Asset Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$43.4M
Q ending 2026-03-31
Prior quarter
$16.5M
Q ending 2025-12-31
Change
+163.3% QoQ · +59.8% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Air Lease Corp | AVLA | Shares | $6.5M | 100K |
| Allied Gold Corp | AAUC | Shares | $6.4M | 148K |
| Warner Bros Discovery Inc | WBD | Shares | $3.4M | 125K |
| Skywater Technology Inc | SKYT | Shares | $3.4M | 125K |
| Chart Inds Inc | I3N | Shares | $3.1M | 15K |
| Norfolk Southn Corp | NSC | Shares | $2.9M | 10K |
| Clearwater Analytics Hldgs I | Shares | $2.6M | 111K | |
| Proassurance Corp | PRA | Shares | $2.5M | 100K |
| Penumbra Inc | PEN | Shares | $2.5M | 8K |
| Golden Entmt Inc | GDEN | Shares | $2.2M | 84K |
| Aes Corp | AES | Shares | $2.1M | 150K |
| Elme Communities | ELME | Shares | $1.6M | 800K |
| Hologic Inc | HOLX | Shares | $1.5M | 20K |
| Kenvue Inc | KVUE | Shares | $862K | 50K |
| Cantaloupe Inc | UTE0 | Shares | $541K | 50K |
| Terns Pharmaceuticals Inc | 430 | Shares | $527K | 10K |
| Brighthouse Finl Inc | BHF | Shares | $299K | 5K |
| Digitalbridge Group Inc | DBRG | Shares | $170K | 11K |
| Kezar Life Sciences Inc | 2KZ0 | Shares | $163K | 22K |
| Instil Bio Inc | TIL | Shares | $82K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.