Kazazian Asset Management, LLC
Net buyer this quarter
$111M
49
+$7.92M
70.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $16.8M | 15.14% | Not reported | -1.9% | Q4 2015 |
 C | $15.6M | 14.05% | 0.01% | -21.7% | Q4 2014 |
 AMZN | $12.9M | 11.58% | 0.00% | -9.8% | Q4 2024 |
 CHWY | $7.68M | 6.90% | 390876.00% | +94.5% | Q4 2024 |
 DIS | $7.38M | 6.63% | 0.00% | Not reported | Q2 2018 |
 BX | $5.66M | 5.09% | 0.01% | +123.4% | Q3 2015 |
 MSFT | $3.65M | 3.28% | 0.00% | New | Q2 2026 |
 CPNG | $3.63M | 3.26% | Not reported | +3.0% | Q1 2026 |
 MTN | $2.93M | 2.63% | 0.06% | +7.5% | Q3 2025 |
 CMG | $2.33M | 2.09% | 0.01% | +11.4% | Q3 2017 |
| GOOGL | $2.27M | 2.04% | 0.00% | -12.4% | Q4 2024 |
 NOW | $2.1M | 1.89% | 0.00% | +19.1% | Q4 2025 |
 ETSY | $1.94M | 1.75% | 0.03% | -27.9% | Q4 2024 |
 CELH | $1.85M | 1.66% | 0.02% | +209.1% | Q4 2025 |
 ABNB | $1.72M | 1.54% | Not reported | -31.4% | Q4 2024 |
 SNOW | $1.54M | 1.38% | 0.00% | +58.8% | Q4 2024 |
 PLAY | $1.28M | 1.15% | 0.32% | +5.7% | Q4 2024 |
 GM | $925K | 0.83% | 0.00% | Not reported | Q4 2014 |
 BLND | $836K | 0.75% | 0.21% | Not reported | Q4 2025 |
 NESR | $818K | 0.74% | 0.03% | -22.6% | Q1 2025 |
 BABA | $816K | 0.73% | 0.00% | Not reported | Q4 2014 |
 SHAZ | $810K | 0.73% | Not reported | New | Q2 2026 |
 FWONK | $786K | 0.71% | Not reported | +43.4% | Q1 2026 |
 ZS | $776K | 0.70% | 0.00% | +183.9% | Q4 2024 |
 XYZ | $773K | 0.69% | Not reported | Not reported | Q4 2024 |
 BHC | $740K | 0.66% | 0.04% | Not reported | Q3 2018 |
 NBIS | $718K | 0.65% | 0.00% | +11.4% | Q1 2015 |
 BAC | $718K | 0.64% | 0.00% | Not reported | Q4 2024 |
 BIDU | $586K | 0.53% | Not reported | Not reported | Q3 2015 |
 EXPE | $563K | 0.51% | 0.00% | Not reported | Q4 2017 |
 LZ | $552K | 0.50% | 0.05% | -7.0% | Q4 2024 |
 MDB | $537K | 0.48% | 0.00% | Not reported | Q4 2024 |
 BRUN | $506K | 0.45% | 1304400.00% | New | Q2 2026 |
 OKTA | $499K | 0.45% | Not reported | Not reported | Q4 2024 |
 CE | $483K | 0.43% | 0.01% | -12.5% | Q4 2025 |
 BLCO | $433K | 0.39% | 0.01% | -26.3% | Q2 2025 |
 FCX | $409K | 0.37% | 0.00% | Not reported | Q3 2015 |
 TEAM | $389K | 0.35% | Not reported | Not reported | Q1 2026 |
 PYPL | $389K | 0.35% | 0.00% | -35.7% | Q3 2018 |
 NN | $386K | 0.35% | 0.01% | New | Q2 2026 |
 TTAN | $348K | 0.31% | 0.01% | +38.1% | Q1 2026 |
 WDAY | $306K | 0.28% | 0.00% | -72.2% | Q1 2026 |
 SHOP | $303K | 0.27% | 0.00% | Not reported | Q4 2024 |
 PTON | $266K | 0.24% | Not reported | New | Q2 2026 |
 SHAK | $263K | 0.24% | Not reported | New | Q2 2026 |
 INTU | $261K | 0.23% | 0.00% | New | Q2 2026 |
 TRLV | $253K | 0.23% | 0.01% | New | Q2 2026 |
 CRON | $109K | 0.10% | 0.01% | Not reported | Q4 2024 |
| ALIS | $102K | 0.09% | 0.41% | New | Q2 2026 |
| Q1 2026 | |||||
| C | $16.2M | 17.68% | 0.01% | Not reported | Q4 2014 |
| GOOG | $13.9M | 15.22% | Not reported | -4.0% | Q4 2015 |
| AMZN | $12.5M | 13.64% | 0.00% | +12.1% | Q4 2024 |
| DIS | $7.39M | 8.07% | 0.00% | Not reported | Q2 2018 |
| CHWY | $5.43M | 5.93% | 201000.00% | +139.3% | Q4 2024 |
| CPNG | $3.83M | 4.19% | Not reported | New | Q1 2026 |
| MTN | $2.57M | 2.80% | 0.06% | +57.9% | Q3 2025 |
| BX | $2.48M | 2.71% | 0.00% | Not reported | Q3 2015 |
| ABNB | $2.21M | 2.41% | Not reported | Not reported | Q4 2024 |
| GOOGL | $2.08M | 2.27% | 0.00% | Not reported | Q4 2024 |
| CMG | $1.97M | 2.15% | 0.00% | +26.8% | Q3 2017 |
| NOW | $1.86M | 2.03% | 0.00% | +790.0% | Q4 2025 |
| ETSY | $1.79M | 1.96% | 0.04% | -13.2% | Q4 2024 |
| WDAY | $1.17M | 1.28% | 0.00% | New | Q1 2026 |
| PLAY | $1.15M | 1.26% | 0.31% | +6.4% | Q4 2024 |
| BABA | $1.07M | 1.17% | 0.00% | -51.8% | Q4 2014 |
| GM | $894K | 0.98% | 0.00% | -17.9% | Q4 2014 |
| BLND | $831K | 0.91% | 0.20% | +26.8% | Q4 2025 |
| CE | $789K | 0.86% | 0.01% | -42.9% | Q4 2025 |
| NESR | $759K | 0.83% | 0.04% | -45.7% | Q1 2025 |
| CELH | $724K | 0.79% | 0.01% | +83.8% | Q4 2025 |
| PYPL | $633K | 0.69% | 0.00% | +75.0% | Q3 2018 |
| XYZ | $612K | 0.67% | Not reported | -21.2% | Q4 2024 |
| SNOW | $573K | 0.63% | 0.00% | Not reported | Q4 2024 |
| BIDU | $571K | 0.62% | Not reported | -33.6% | Q3 2015 |
| BLCO | $565K | 0.62% | 0.01% | -36.0% | Q2 2025 |
| LZ | $549K | 0.60% | 0.06% | +38.3% | Q4 2024 |
| EXPE | $508K | 0.55% | 0.00% | -46.3% | Q4 2017 |
| FWONK | $490K | 0.54% | Not reported | New | Q1 2026 |
| EWCZ | $434K | 0.47% | 0.12% | -78.1% | Q4 2024 |
| MDB | $392K | 0.43% | 0.00% | Not reported | Q4 2024 |
| FCX | $382K | 0.42% | 0.00% | -7.1% | Q3 2015 |
| TEAM | $341K | 0.37% | Not reported | New | Q1 2026 |
| SHOP | $314K | 0.34% | 0.00% | Not reported | Q4 2024 |
 DOCU | $293K | 0.32% | 0.00% | -30.5% | Q4 2024 |
| OKTA | $288K | 0.31% | Not reported | +21.9% | Q4 2024 |
| ZS | $272K | 0.30% | 0.00% | +71.1% | Q4 2024 |
 PD | $264K | 0.29% | 0.05% | Not reported | Q3 2025 |
| NBIS | $242K | 0.26% | 0.00% | -11.4% | Q1 2015 |
| TTAN | $226K | 0.25% | 0.01% | New | Q1 2026 |
| CRON | $98.4K | 0.11% | 0.01% | Not reported | Q4 2024 |
 NNDM | $27.2K | 0.03% | 0.01% | -74.9% | Q4 2024 |
| Q4 2025 | |||||
| C | $16.7M | 17.53% | 0.01% | Not reported | Q4 2014 |
| GOOG | $15.9M | 16.71% | Not reported | Not reported | Q4 2015 |
| AMZN | $12.3M | 13.00% | 0.00% | +63.7% | Q4 2024 |
| DIS | $8.72M | 9.18% | 0.00% | -5.0% | Q2 2018 |
| CHWY | $2.78M | 2.92% | 84000.00% | +62.4% | Q4 2024 |
| BABA | $2.59M | 2.72% | 0.00% | Not reported | Q4 2014 |
| ABNB | $2.38M | 2.50% | Not reported | +2.9% | Q4 2024 |
| ETSY | $2.29M | 2.41% | 0.04% | Not reported | Q4 2024 |
| GOOGL | $2.27M | 2.39% | 0.00% | Not reported | Q4 2024 |
| CMG | $1.79M | 1.89% | 0.00% | +112.6% | Q3 2017 |
| MTN | $1.68M | 1.77% | 0.04% | +46.2% | Q3 2025 |
| PLAY | $1.62M | 1.71% | 0.29% | +32.1% | Q4 2024 |
 EAT | $1.3M | 1.37% | 0.02% | Not reported | Q4 2024 |
| EWCZ | $1.23M | 1.30% | 0.54% | +2.1% | Q4 2024 |
| GM | $1.19M | 1.25% | 0.00% | -41.6% | Q4 2014 |
| BLND | $1.17M | 1.23% | 0.15% | New | Q4 2025 |
| EXPE | $1.16M | 1.22% | 0.00% | Not reported | Q4 2017 |
| NESR | $1.02M | 1.07% | 0.06% | -54.8% | Q1 2025 |
| BIDU | $1.01M | 1.06% | Not reported | Not reported | Q3 2015 |
 FTAI | $984K | 1.04% | 0.00% | Not reported | Q1 2025 |
| BLCO | $948K | 1.00% | 0.02% | Not reported | Q2 2025 |
| CE | $888K | 0.93% | 0.02% | New | Q4 2025 |
| XYZ | $841K | 0.88% | Not reported | +43.4% | Q4 2024 |
| SNOW | $834K | 0.88% | 0.00% | Not reported | Q4 2024 |
 FISV | $739K | 0.78% | 0.00% | New | Q4 2025 |
| LZ | $695K | 0.73% | 0.04% | -41.3% | Q4 2024 |
| MDB | $672K | 0.71% | 0.00% | -2.1% | Q4 2024 |
 STUB | $667K | 0.70% | Not reported | New | Q4 2025 |
| DOCU | $608K | 0.64% | 0.00% | -21.9% | Q4 2024 |
 GTM | $568K | 0.60% | 0.02% | Not reported | Q4 2024 |
| CELH | $508K | 0.53% | 0.00% | New | Q4 2025 |
| PYPL | $467K | 0.49% | 0.00% | +78.8% | Q3 2018 |
| SHOP | $427K | 0.45% | 0.00% | Not reported | Q4 2024 |
 HOV | $371K | 0.39% | 0.53% | +137.5% | Q1 2025 |
| BAC | $369K | 0.39% | 0.00% | Not reported | Q4 2024 |
| FCX | $356K | 0.37% | 0.00% | Not reported | Q3 2015 |
 PCG | $321K | 0.34% | 0.00% | -50.1% | Q1 2019 |
| NOW | $306K | 0.32% | 0.00% | New | Q4 2025 |
| OKTA | $259K | 0.27% | Not reported | Not reported | Q4 2024 |
| ZS | $255K | 0.27% | 0.00% | Not reported | Q4 2024 |
 NET | $227K | 0.24% | Not reported | -8.0% | Q4 2024 |
 CAVA | $227K | 0.24% | 0.00% | New | Q4 2025 |
| NBIS | $220K | 0.23% | 0.00% | -27.5% | Q1 2015 |
 SLQT | $150K | 0.16% | 0.06% | +88.8% | Q4 2024 |
| CRON | $103K | 0.11% | 0.01% | -20.3% | Q4 2024 |
 DHX | $102K | 0.11% | 0.15% | Not reported | Q1 2025 |
| NNDM | $98.1K | 0.10% | 0.03% | -36.3% | Q4 2024 |
| Q3 2025 | |||||
| C | $14.5M | 17.48% | 0.01% | Not reported | Q4 2014 |
| GOOG | $12.3M | 14.87% | Not reported | Not reported | Q4 2015 |
| DIS | $9.23M | 11.15% | 0.00% | -6.5% | Q2 2018 |
| AMZN | $7.18M | 8.66% | 0.00% | +10.4% | Q4 2024 |
| BABA | $3.15M | 3.81% | 0.00% | +12.8% | Q4 2014 |
| ETSY | $2.74M | 3.31% | 0.04% | Not reported | Q4 2024 |
| CHWY | $2.09M | 2.53% | 51731.00% | +5.1% | Q4 2024 |
| ABNB | $2.06M | 2.49% | Not reported | +26.6% | Q4 2024 |
| GOOGL | $1.76M | 2.12% | 0.00% | Not reported | Q4 2024 |
| GM | $1.52M | 1.84% | 0.00% | Not reported | Q4 2014 |
| NESR | $1.47M | 1.78% | 0.14% | +71.7% | Q1 2025 |
| PLAY | $1.37M | 1.66% | 0.22% | +10.3% | Q4 2024 |
| EWCZ | $1.34M | 1.61% | 0.53% | +107.7% | Q4 2024 |
| MTN | $1.3M | 1.56% | 0.02% | New | Q3 2025 |
| LZ | $1.24M | 1.50% | 0.07% | Not reported | Q4 2024 |
| EAT | $1.15M | 1.39% | 0.02% | -64.3% | Q4 2024 |
 GS | $1.04M | 1.25% | 0.00% | Not reported | Q4 2018 |
| BIDU | $1.02M | 1.23% | Not reported | +20.3% | Q3 2015 |
| CMG | $894K | 1.08% | 0.00% | Not reported | Q3 2017 |
| EXPE | $876K | 1.06% | 0.00% | Not reported | Q4 2017 |
| SNOW | $857K | 1.03% | 0.00% | +15.2% | Q4 2024 |
| BLCO | $837K | 1.01% | 0.02% | Not reported | Q2 2025 |
| FTAI | $834K | 1.01% | 0.00% | Not reported | Q1 2025 |
| DOCU | $822K | 0.99% | 0.01% | Not reported | Q4 2024 |
 FDX | $813K | 0.98% | 0.00% | +9.5% | Q4 2018 |
| PD | $677K | 0.82% | 0.04% | New | Q3 2025 |
| XYZ | $651K | 0.79% | Not reported | -43.7% | Q4 2024 |
| GTM | $609K | 0.73% | 0.02% | -3.5% | Q4 2024 |
| PCG | $603K | 0.73% | 0.00% | Not reported | Q1 2019 |
| MDB | $507K | 0.61% | 0.00% | Not reported | Q4 2024 |
| NBIS | $408K | 0.49% | 0.00% | -53.0% | Q1 2015 |
 CGNX | $404K | 0.49% | 0.01% | Not reported | Q4 2024 |
| SHOP | $394K | 0.48% | 0.00% | -27.4% | Q4 2024 |
 BOXL | $380K | 0.46% | 5.93% | -29.9% | Q4 2024 |
 DOW | $367K | 0.44% | 0.00% | New | Q3 2025 |
| BAC | $346K | 0.42% | 0.00% | -42.7% | Q4 2024 |
| ZS | $339K | 0.41% | 0.00% | Not reported | Q4 2024 |
| PYPL | $300K | 0.36% | 0.00% | Not reported | Q3 2018 |
| OKTA | $275K | 0.33% | Not reported | Not reported | Q4 2024 |
| NET | $268K | 0.32% | Not reported | Not reported | Q4 2024 |
| HOV | $206K | 0.25% | 0.22% | -60.0% | Q1 2025 |
| DHX | $183K | 0.22% | 0.14% | +29.5% | Q1 2025 |
| NNDM | $157K | 0.19% | 0.05% | Not reported | Q4 2024 |
| CRON | $137K | 0.17% | 0.01% | -21.4% | Q4 2024 |
| SLQT | $110K | 0.13% | 0.03% | Not reported | Q4 2024 |