Azora Capital LP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$673.8B

Holdings

41

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (41 positions)

#StockSharesValue% PortfolioType
1
STTSTATE STR CORP
858,088$52.2B7.74%
2
LPLALPL FINL HLDGS INC
227,739$50.9B7.56%
3
PYPLPAYPAL HLDGS INC
591,043$50.9B7.55%
4
WTWISDOMTREE INVTS INC
7,137,043$34.4B5.11%
5
WFCWELLS FARGO CO NEW
838,647$33.7B5.01%
6
IBOCINTERNATIONAL BANCSHARES COR
793,276$33.7B5.00%
7
MTBM & T BK CORP
181,840$32.1B4.76%
8
NDQINVESCO QQQ TR
114,820$30.7B4.55%
9
SPYSPDR S&P 500 ETF TR
80,803$28.9B4.28%
10
SIVBEURSVB FINANCIAL GROUP
82,049$28.3B4.20%
11
LVLNSPDR SER TR
453,375$26.7B3.96%
12
XYZBLOCK INC
378,386$20.8B3.09%
13
WBSWEBSTER FINL CORP
446,348$20.2B2.99%
14
CBOECBOE GLOBAL MKTS INC
169,335$19.9B2.95%
15
AAMIBRIGHTSPHERE INVT GROUP INC
1,093,777$16.3B2.42%
16
FHIFEDERATED HERMES INC
474,526$15.7B2.33%
17
SHOPSHOPIFY INC
547,849$14.8B2.19%
18
HOODROBINHOOD MKTS INC
1,340,682$14.0B2.08%
19
RPAYREPAY HLDGS CORP
1,686,914$11.9B1.77%
20
AMKASSETMARK FINL HLDGS INC
600,753$11.0B1.63%
21
UNMUNUM GROUP
282,058$10.9B1.62%
22
CONCORD ACQUISITION CORP
1,068,070$10.7B1.59%
23
ALSALLSTATE CORP
83,465$10.4B1.54%
24
VIRTVIRTU FINL INC
414,974$8.6B1.28%
25
NVEINUVEI CORPORATION
283,454$7.7B1.14%
26
BILLBILL COM HLDGS INC
55,727$7.4B1.09%
27
RJFRAYMOND JAMES FINL INC
72,533$7.2B1.06%
28
GPNGLOBAL PMTS INC
64,740$7.0B1.04%
29
CMACOMERICA INC
96,864$6.9B1.02%
30
ALKTALKAMI TECHNOLOGY INC
449,934$6.8B1.00%
31
WF2WINTRUST FINL CORP
82,529$6.7B1.00%
32
UPSTUPSTART HLDGS INC
282,899$6.2B0.92%
33
ICEINTERCONTINENTAL EXCHANGE IN
67,155$6.1B0.90%
34
AURORA ACQUISITION CORP
517,875$5.1B0.76%
35
PAYAUSDPAYA HOLDINGS INC
701,070$4.3B0.64%
36
COUPEURCOUPA SOFTWARE INC
58,478$3.4B0.51%
37
IBKRINTERACTIVE BROKERS GROUP IN
48,946$3.1B0.46%
38
PWPPERELLA WEINBERG PARTNERS
454,580$2.9B0.43%
39
AVDXAVIDXCHANGE HOLDINGS INC
260,287$2.2B0.33%
40
RELYREMITLY GLOBAL INC
144,458$1.6B0.24%
41
NCNONCINO INC
47,096$1.6B0.24%