Caz Investments LP Portfolio Holdings

Caz Investments LP

  • $17.5 Million
  • Q2 2025

Caz Investments LP has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $17.5 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Grab Holdings LTD with a value of $9.21M, Ishares Biotechnology ETF with a value of $2.53M, Spdr Ser Tr Oil & Gas Explorat with a value of $1.89M, Ishares Msci Emerging Markets with a value of $1.18M, and United States Commodity Index Funds Trust with a value of $1.14M.

Examining the 13F form we can see an increase of $3.56M in the current position value, from $13.9M to 17.5M.

Caz Investments LP is based out at Houston, TX

Below you can find more details about Caz Investments LP portfolio as well as his latest detailed transactions.

Portfolio value $17.5 Million
Technology: $9.62 Million
ETFs: $6.74 Million
Real Estate: $626,000
Financial Services: $172,000
Industrials: $153,000
Communication Services: $109,000
Consumer Cyclical: $34,000
Healthcare: $29,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.6B
$9.21 Million 52.66% of portfolio
1,830,116
Q2 2025 Reduced 0.14%
$30.3B
$148,000 0.85% of portfolio
2,600
Q2 2025 Added 160.0%
$133B
$76,000 0.43% of portfolio
100
Q1 2025 Reduced 33.33%
$61.8B
$67,000 0.38% of portfolio
300
Q2 2025 Added 20.0%
$13.7B
$38,000 0.22% of portfolio
500
Q4 2024 Reduced 83.33%
$17.6B
$38,000 0.22% of portfolio
500
Q4 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $17.5 Million
  • Prior Value $13.9 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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