Vazirani Asset Management LLC
NEW YORK NY · SEC CIK 0001716476
$4,338.22万2026Q1 申报市值
20持仓数
81.8%前十大占比 · 第一大 15.0%
17 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AIR LEASE CORP 新建仓+$649.40万
AAUC 新建仓+$639.90万
SKYWATER TECHNOL 新建仓+$342.62万
CHART INDS INC 新建仓+$310.12万
CLEARWATER ANALY 新建仓+$261.57万
2026Q1 卖出最多 按季末市值估算
DAYFORCE INC 清仓-$345.80万
EXACT SCIENCES C 清仓-$253.90万
FRONTIER COMMUNI 清仓-$190.35万
CONFLUENT INC 清仓-$181.20万
NSC 减仓-$143.50万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | DAYFORCE INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$345.80万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$253.90万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -50,000 | -100.0% | -$190.35万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -59,920 | -100.0% | -$181.20万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$55.22万 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$35.60万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$35.40万 | 清仓 |
| — | INSTIL BIO INC | $8.24万 | 0.19% | 10,000 | 10,000 | — | $8.24万 | 新建仓 |
| — | KEZAR LIFE SCIENCES INC | $16.32万 | 0.38% | 22,000 | -26,428 | -54.6% | -$19.61万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $16.99万 | 0.39% | 11,016 | 11,016 | — | $16.99万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $29.94万 | 0.69% | 5,000 | 5,000 | — | $29.94万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC | $52.72万 | 1.22% | 10,000 | 10,000 | — | $52.72万 | 新建仓 |
| — | CANTALOUPE INC | $54.05万 | 1.25% | 50,000 | 50,000 | — | $54.05万 | 新建仓 |
| KVUE | KENVUE INC | $86.20万 | 1.99% | 50,000 | 50,000 | — | $86.20万 | 新建仓 |
| — | HOLOGIC INC | $151.18万 | 3.48% | 20,000 | 20,000 | — | $151.18万 | 新建仓 |
| — | ELME COMMUNITIES | $160.80万 | 3.71% | 800,000 | 800,000 | — | $160.80万 | 新建仓 |
| AES | AES CORP | $211.35万 | 4.87% | 150,000 | 150,000 | — | $211.35万 | 新建仓 |
| — | GOLDEN ENTMT INC | $223.09万 | 5.14% | 83,584 | 83,584 | — | $223.09万 | 新建仓 |
| PEN | PENUMBRA INC | $246.28万 | 5.68% | 7,500 | 7,500 | — | $246.28万 | 新建仓 |
| — | PROASSURANCE CORP | $247.20万 | 5.70% | 100,000 | 100,000 | — | $247.20万 | 新建仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $261.57万 | 6.03% | 110,600 | 110,600 | — | $261.57万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $287.00万 | 6.62% | 10,000 | -5,000 | -33.3% | -$143.50万 | 减仓 |
| — | CHART INDS INC | $310.12万 | 7.15% | 15,000 | 15,000 | — | $310.12万 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC | $342.62万 | 7.90% | 125,000 | 125,000 | — | $342.62万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $343.25万 | 7.91% | 125,000 | 95,000 | 316.7% | $260.87万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $639.90万 | 14.75% | 148,400 | 148,400 | — | $639.90万 | 新建仓 |
| — | AIR LEASE CORP | $649.40万 | 14.97% | 100,000 | 100,000 | — | $649.40万 | 新建仓 |