CAZ INVESTMENTS LP Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$53.8B

Holdings

32

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (32 positions)

#StockSharesValue% PortfolioType
1
OBDCBLUE OWL CAPITAL CORP
1,124,305$14.4B26.71%
2
GRABGRAB HOLDINGS LTD - CL A
1,830,116$11.0B20.50%
3
OTFBLUE OWL TECHNOLOGY FIN CORPORATION COMMON STOCK
673,167$9.3B17.31%
4
OPENOPENDOOR TECHNOLOGIES INC
875,165$7.0B12.98%
5
FANGDIAMONDBACK ENERGY INC
30,992$4.4B8.25%
6
XOPSPDR S&P OIL & GAS EXP & PR
15,000$2.0B3.69%
7
WBIWATERBRIDGE INFRASTRUC-CL A
75,000$1.9B3.52%
8
EEMISHARES MSCI EMERGING MARKET
24,361$1.3B2.42%
9
USCIUNITED STATES COMMODITY INDE
15,600$1.2B2.26%
10
NRDSNERDWALLET INCORPORATED COM CLASS A
21,316$229.4M0.43%
11
XYZBLOCK INC
2,000$144.5M0.27%
12
HGTYHAGERTY INC-A
10,000$120.4M0.22%
13
IEPICAHN ENTERPRISES LP
11,942$100.6M0.19%
14
DBXDROPBOX INC-CLASS A
3,000$90.6M0.17%
15
SPOTSPOTIFY TECHNOLOGY SA
100$69.8M0.13%
16
SNOWSNOWFLAKE INC-CLASS A
300$67.7M0.13%
17
GLREGREENLIGHT CAPITAL RE LTD-A
5,000$63.5M0.12%
18
PLTRPALANTIR TECHNOLOGIES INC-A
300$54.7M0.10%
19
NXDRNEXTDOOR HOLDINGS INC
20,000$41.8M0.08%
20
ZMZOOM VIDEO COMMUNICATIONS-A
500$41.3M0.08%
21
DSGNDESIGN THERAPEUTICS INC
5,000$37.6M0.07%
22
DOCUDOCUSIGN INC
500$36.0M0.07%
23
SMRNUSCALE POWER CORP
1,000$36.0M0.07%
24
MJ0GAMESQUARE HLDGS INC
42,725$29.0M0.05%
25
HIPOHIPPO HOLDINGS INC
700$25.3M0.05%
26
COOKTRAEGER INC
20,000$24.4M0.05%
27
SPRYARS PHARMACEUTICALS INC
2,000$20.1M0.04%
28
GROVGROVE COLLABORATIVE HOLDINGS
13,350$20.0M0.04%
29
RDWREDWIRE CORP
1,500$13.5M0.03%
30
HYPRHYPERFINE INC
5,000$7.3M0.01%
31
ZEOZEO ENERGY CORP
1,369$1.8M0.00%
32
CYDYCYTODYN INC
4,000$1.0M0.00%