Vazirani Asset Management LLC
NEW YORK NY · SEC CIK 0001716476
$2,032.64万2026Q2 申报市值
14持仓数
89.0%前十大占比 · 第一大 17.3%
8 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WEBSTER FINL COR 新建仓+$305.68万
ROKU 新建仓+$215.66万
IMXI 新建仓+$153.03万
AES 加仓+$131.94万
ELECTRONIC ARTS 新建仓+$102.52万
2026Q2 卖出最多 按季末市值估算
AIR LEASE CORP 清仓-$649.40万
AAUC 清仓-$639.90万
SKYWATER TECHNOL 减仓-$328.57万
CHART INDS INC 清仓-$310.12万
CLEARWATER ANALY 清仓-$261.57万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$649.40万 | 清仓 |
| AAUC | ALLIED GOLD CORP | $0 | 0.00% | 0 | -148,400 | -100.0% | -$639.90万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$310.12万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -110,600 | -100.0% | -$261.57万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$247.20万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -7,500 | -100.0% | -$246.28万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -83,584 | -100.0% | -$223.09万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$151.18万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$86.20万 | 清仓 |
| — | CANTALOUPE INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$54.05万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$52.72万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -11,016 | -100.0% | -$16.99万 | 清仓 |
| — | KEZAR LIFE SCIENCES INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$16.32万 | 清仓 |
| — | INSTIL BIO INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.24万 | 清仓 |
| — | FATHOM HOLDINGS INC | $39.82万 | 1.96% | 394,274 | 394,274 | — | $39.82万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $53.44万 | 2.63% | 8,988 | 8,988 | — | $53.44万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $63.30万 | 3.11% | 10,000 | 5,000 | 100.0% | $31.65万 | 加仓 |
| UNP | UNION PAC CORP | $68.00万 | 3.35% | 2,500 | 2,500 | — | $68.00万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $92.56万 | 4.55% | 3,500 | 3,500 | — | $92.56万 | 新建仓 |
| — | ELME COMMUNITIES | $96.20万 | 4.73% | 650,000 | -150,000 | -18.8% | -$22.20万 | 减仓 |
| — | ELECTRONIC ARTS INC | $102.52万 | 5.04% | 5,000 | 5,000 | — | $102.52万 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC | $106.68万 | 5.25% | 30,638 | -94,362 | -75.5% | -$328.57万 | 减仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $153.03万 | 7.53% | 105,900 | 105,900 | — | $153.03万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $157.29万 | 7.74% | 5,000 | -5,000 | -50.0% | -$157.29万 | 减仓 |
| ROKU | ROKU INC | $215.66万 | 10.61% | 15,612 | 15,612 | — | $215.66万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $226.61万 | 11.15% | 85,000 | -40,000 | -32.0% | -$106.64万 | 减仓 |
| — | WEBSTER FINL CORP | $305.68万 | 15.04% | 40,000 | 40,000 | — | $305.68万 | 新建仓 |
| AES | AES CORP | $351.84万 | 17.31% | 240,000 | 90,000 | 60.0% | $131.94万 | 加仓 |