Vazirani Asset Management LLC
CIK 0001716476 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$20.3M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AES
AES CORP
17.3%
WED
WEBSTER FINL CORP
15.0%
WBD
WARNER BROS DISCOVERY INC
11.1%
ROKU
ROKU INC
10.6%
NSC
NORFOLK SOUTHN CORP
7.7%
IMXI
INTERNATIONAL MONEY EXPRESS
7.5%
83089J108
SKYWATER TECHNOLOGY INC
5.2%
EA*
ELECTRONIC ARTS INC
5.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.