CAZ INVESTMENTS LP

data from 30/09/2025

Capitalization

$ 53.755 M 204.52 %

Average holding period

12 ans

Performance

$ 484.433 M 59 727.36 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CAZ INVESTMENTS LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 OBDC BLUE OWL CAPITAL CORP 26.71% 14.357 M $ 1124305 2025/09/30 0.000 $ 0.00 %
2025/09/30 GRAB GRAB HOLDINGS LTD - CL A 20.50% 11.017 M $ 1830116 2021/12/31 1.812 M $ 19.68 %
2025/09/30 OTF BLUE OWL TECHNOLOGY FIN CORPORATION COMMON STOCK 17.31% 9.303 M $ 673167 2025/09/30 0.000 $ 0.00 %
2025/09/30 OPEN OPENDOOR TECHNOLOGIES INC 12.98% 6.975 M $ 875165 2021/06/30 8.794 M $ 1 395.31 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 8.25% 4.435 M $ 30992 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOP SPDR S&P OIL & GAS EXP & PR 3.69% 1.983 M $ 15000 2025/06/30 95.999 K $ 5.09 %
2025/09/30 WBI WATERBRIDGE INFRASTRUC-CL A 3.52% 1.892 M $ 75000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EEM ISHARES MSCI EMERGING MARKET 2.42% 1.301 M $ 24361 2020/03/31 125.702 K $ 10.70 %
2025/09/30 USCI UNITED STATES COMMODITY INDE 2.26% 1.215 M $ 15600 2020/03/31 71.915 K $ 6.29 %
2025/09/30 NRDS NERDWALLET INCORPORATED COM CLASS A 0.43% 229.360 K $ 21316 2025/09/30 0.000 $ 0.00 %
2025/09/30 XYZ BLOCK INC 0.27% 144.540 K $ 2000 2022/03/31 11.283 K $ 6.39 %
2025/09/30 HGTY HAGERTY INC-A 0.22% 120.400 K $ 10000 2022/03/31 19.299 K $ 19.09 %
2025/09/30 IEP ICAHN ENTERPRISES LP 0.19% 100.552 K $ 11942 2024/12/31 4.276 K $ 4.72 %
2025/09/30 DBX DROPBOX INC-CLASS A 0.17% 90.630 K $ 3000 2018/09/30 4.829 K $ 5.63 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY SA 0.13% 69.800 K $ 100 2018/06/30 -6.934 K $ -9.04 %
2025/09/30 SNOW SNOWFLAKE INC-CLASS A 0.13% 67.665 K $ 300 2022/03/31 534.000 $ 0.80 %
2025/09/30 GLRE GREENLIGHT CAPITAL RE LTD-A 0.12% 63.500 K $ 5000 2019/03/31 -8.350 K $ -11.62 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC-A 0.10% 54.726 K $ 300 2022/03/31 13.829 K $ 33.82 %
2025/09/30 KIND NEXTDOOR HOLDINGS INC 0.08% 41.800 K $ 20000 2022/12/31 8.599 K $ 25.90 %
2025/09/30 ZM ZOOM VIDEO COMMUNICATIONS-A 0.08% 41.250 K $ 500 2022/03/31 2.259 K $ 5.80 %
2025/09/30 DSGN DESIGN THERAPEUTICS INC 0.07% 37.650 K $ 5000 2024/06/30 31.200 K $ 123.44 %
2025/09/30 DOCU DOCUSIGN INC 0.07% 36.045 K $ 500 2018/06/30 -2.899 K $ -7.45 %
2025/09/30 SMR NUSCALE POWER CORP 0.07% 36.000 K $ 1000 2025/03/31 -3.560 K $ -9.00 %
2025/09/30 GAME GAMESQUARE HLDGS INC 0.05% 28.986 K $ 42725 2024/03/31 -9.077 K $ -21.89 %
2025/09/30 HIPO HIPPO HOLDINGS INC 0.05% 25.312 K $ 700 2022/09/30 11.521 K $ 29.47 %
2025/09/30 COOK TRAEGER INC 0.05% 24.400 K $ 20000 2022/09/30 -9.800 K $ -28.66 %
2025/09/30 SPRY ARS PHARMACEUTICALS INC 0.04% 20.100 K $ 2000 2024/06/30 -14.799 K $ -42.41 %
2025/09/30 GROV GROVE COLLABORATIVE HOLDINGS 0.04% 20.025 K $ 13350 2023/09/30 4.672 K $ 30.43 %
2025/09/30 RDW REDWIRE CORP 0.03% 13.485 K $ 1500 2022/12/31 -10.965 K $ -44.85 %
2025/09/30 HYPR HYPERFINE INC 0.01% 7.250 K $ 5000 2022/12/31 3.651 K $ 101.50 %
2025/09/30 ZEO ZEO ENERGY CORP 0.00% 1.848 K $ 1369 2025/09/30 0.000 $ 0.00 %
2025/09/30 CYDY CYTODYN INC 0.00% 1.040 K $ 4000 2020/06/30 -50.000 $ -4.59 %
2025/09/30 ISHARES BIOTECHNOLOGY ETF 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %