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CAZ INVESTMENTS LP 13F portfolio summary

CAZ INVESTMENTS LP of CAZ INVESTMENTS LP has 40 current stock holdings with a reported portfolio value of $85.6M. The portfolio 1 year return is +46.77%. Top holdings include OTF (46.04%), OBDC (14.98%), GRAB (8.05%), FANG (7.43%), OPEN (4.92%).

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CAZ INVESTMENTS LP

CAZ INVESTMENTS LP
Latest filing: 2026-03-31

CAZ INVESTMENTS LP runs CAZ INVESTMENTS LP and currently holds 40 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $85.60M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CAZ INVESTMENTS LP ranks #141 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CAZ INVESTMENTS LP's portfolio at CAZ INVESTMENTS LP has delivered returns of +46.77%. Their 3-year annualized return is +106.58%. Looking at the 5-year horizon, CAZ INVESTMENTS LP has achieved +152.14% annualized returns at CAZ INVESTMENTS LP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+46.77%
#195/1000
3 Year
+106.58%
#193/1000
5 Year
+152.14%
#104/1000

Portfolio Value

$85.60M

Alpha Score

101.4

#141 of 1000

Holdings

40

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change