Kazazian Asset Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| AMAZON COM INC | 32,692 | 53,500 | +20,808 | 7,178,182 | 12,348,870 | +5,170,688 |
| ALPHABET INC | 50,577 | 50,577 | 0 | 12,318,028 | 15,871,063 | +3,553,035 |
| CITIGROUP INC | 142,694 | 142,694 | 0 | 14,483,441 | 16,650,963 | +2,167,522 |
| BLEND LABS INC | 0 | 385,420 | +385,420 | 0 | 1,171,677 | +1,171,677 |
| CHIPOTLE MEXICAN GRILL INC | 22,804 | 48,477 | +25,673 | 893,689 | 1,793,649 | +899,960 |
| CELANESE CORP DEL | 0 | 21,000 | +21,000 | 0 | 887,880 | +887,880 |
| FISERV INC | 0 | 11,000 | +11,000 | 0 | 738,870 | +738,870 |
| CHEWY INC | 51,731 | 84,000 | +32,269 | 2,092,519 | 2,776,200 | +683,681 |
| STUBHUB HLDGS INC | 0 | 49,277 | +49,277 | 0 | 666,718 | +666,718 |
| CELSIUS HLDGS INC | 0 | 11,100 | +11,100 | 0 | 507,714 | +507,714 |
| ALPHABET INC | 7,240 | 7,240 | 0 | 1,760,044 | 2,266,120 | +506,076 |
| VAIL RESORTS INC | 8,665 | 12,670 | +4,005 | 1,296,024 | 1,682,576 | +386,552 |
| FREEPORT-MCMORAN INC | 0 | 7,000 | +7,000 | 0 | 355,530 | +355,530 |
| AIRBNB INC | 17,000 | 17,500 | +500 | 2,064,140 | 2,375,100 | +310,960 |
| SERVICENOW INC | 0 | 2,000 | +2,000 | 0 | 306,380 | +306,380 |
| EXPEDIA GROUP INC | 4,100 | 4,100 | 0 | 876,375 | 1,161,571 | +285,196 |
| DAVE & BUSTERS ENTMT INC | 75,693 | 100,000 | +24,307 | 1,374,585 | 1,621,000 | +246,415 |
| CAVA GROUP INC | 0 | 3,860 | +3,860 | 0 | 226,543 | +226,543 |
| BLOCK INC | 9,008 | 12,913 | +3,905 | 651,008 | 840,507 | +189,499 |
| PAYPAL HLDGS INC | 4,474 | 8,000 | +3,526 | 300,026 | 467,040 | +167,014 |
| HOVNANIAN ENTERPRISES INC | 1,600 | 3,800 | +2,200 | 205,584 | 370,652 | +165,068 |
| MONGODB INC | 1,635 | 1,600 | -35 | 507,471 | 671,504 | +164,033 |
| BRINKER INTL INC | 9,061 | 9,061 | 0 | 1,147,847 | 1,300,435 | +152,588 |
| FTAI AVIATION LTD | 5,000 | 5,000 | 0 | 834,300 | 984,250 | +149,950 |
| BAUSCH PLUS LOMB CORP | 55,529 | 55,529 | 0 | 836,822 | 948,435 | +111,613 |
| SELECTQUOTE INC | 56,330 | 106,330 | +50,000 | 110,407 | 149,925 | +39,518 |
| SHOPIFY INC | 2,650 | 2,650 | 0 | 393,817 | 426,571 | +32,754 |
| BANK AMERICA CORP | 6,715 | 6,715 | 0 | 346,427 | 369,325 | +22,898 |
| BAIDU INC | 7,720 | 7,720 | 0 | 1,017,264 | 1,008,695 | -8,569 |
| OKTA INC | 3,000 | 3,000 | 0 | 275,100 | 259,410 | -15,690 |
| SNOWFLAKE INC | 3,800 | 3,800 | 0 | 857,090 | 833,568 | -23,522 |
| CRONOS GROUP INC | 49,214 | 39,214 | -10,000 | 136,815 | 103,133 | -33,682 |
| ZOOMINFO TECHNOLOGIES INC | 55,809 | 55,809 | 0 | 608,876 | 567,578 | -41,298 |
| CLOUDFLARE INC | 1,250 | 1,150 | -100 | 268,238 | 226,723 | -41,515 |
| NANO DIMENSION LTD | 100,000 | 63,700 | -36,300 | 157,000 | 98,098 | -58,902 |
| KRANESHARES TRUST | 7,933 | 7,933 | 0 | 333,265 | 270,119 | -63,146 |
| DHI GROUP INC | 65,873 | 65,873 | 0 | 183,127 | 102,103 | -81,024 |
| ZSCALER INC | 1,132 | 1,132 | 0 | 339,215 | 254,609 | -84,606 |
| EUROPEAN WAX CTR INC | 335,000 | 342,000 | +7,000 | 1,336,650 | 1,231,200 | -105,450 |
| ADVISORSHARES TR | 539,154 | 519,154 | -20,000 | 2,582,548 | 2,450,407 | -132,141 |
| NEBIUS GROUP N.V. | 3,633 | 2,633 | -1,000 | 407,877 | 220,395 | -187,482 |
| DOCUSIGN INC | 11,396 | 8,896 | -2,500 | 821,538 | 608,486 | -213,052 |
| PG&E CORP | 40,000 | 19,974 | -20,026 | 603,200 | 320,982 | -282,218 |
| GENERAL MTRS CO | 25,000 | 14,611 | -10,389 | 1,524,250 | 1,188,167 | -336,083 |
| ETSY INC | 41,270 | 41,270 | 0 | 2,739,915 | 2,288,009 | -451,906 |
| NATIONAL ENERGY SERVICES REU | 143,650 | 65,000 | -78,650 | 1,473,849 | 1,017,900 | -455,949 |
| DISNEY WALT CO | 80,651 | 76,651 | -4,000 | 9,234,540 | 8,720,584 | -513,956 |
| LEGALZOOM COM INC | 119,331 | 70,000 | -49,331 | 1,238,656 | 695,100 | -543,556 |
| ALIBABA GROUP HLDG LTD | 17,641 | 17,641 | 0 | 3,152,976 | 2,585,818 | -567,158 |