Kazazian Asset Management, LLC In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Kazazian Asset Management, LLC reported 45 stock positions worth $72.4 million . Its top holding was Citigroup (C) at 16.8% of the portfolio, followed by Walt Disney (DIS, 14.8% ) and Alphabet Class C (GOOG, 12.4% ). Compared with Q1 2025, it opened 5 new positions, sold out of 17, added to 2 and reduced 35. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −75% ).
Location FORT LAUDERDALE, FL
CIK 0001580415
Portfolio Value $72.4M (Q2 2025) Holdings 45 stocks · $72.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 C Citigroup Inc. 142,694 $12.1M Reduce -50.7% DIS The Walt Disney Co. filed as DISNEY WALT CO 86,251 $10.7M Reduce -56.2% GOOG Alphabet Inc. Class C 50,577 $9.0M Reduce -52.9% AMZN Amazon.com Inc. 29,608 $6.5M Reduce -25.2% EAT Brinker International Inc. 25,381 $4.6M Reduce -30.1% CHWY Chewy Inc. Class A 49,231 $2.1M Reduce -65.9% ETSY Etsy Inc. 41,270 $2.1M Reduce -39.3% PLAY Dave & Buster's Entertainmen 68,635 $2.1M Reduce -40.8% ABNB Airbnb Inc. Class A 13,433 $1.8M Reduce -41.2% BABA Alibaba Group Holding-SP ADR 15,641 $1.8M Reduce -74.7% MSOS Advisorshares Pure US Cann 660,154 $1.6M Reduce -7.3% GOOGL Alphabet Inc. Class A 7,240 $1.3M New GM General Motors Co. 25,000 $1.2M Reduce -28.6% XYZ Block Inc. 16,008 $1.1M Reduce -27.1% LZ Legalzoomcom Inc. 119,331 $1.1M Reduce -51.3% GS Goldman Sachs Group Inc. 1,300 $920K No change EWCZ European Wax Center Inc. Class A 161,293 $908K Reduce -39.6% DOCU Docusign Inc. 11,396 $888K Reduce -64.5% SNOW Snowflake Inc. 3,300 $738K Reduce -59.8% BLCO Bausch + Lomb Corp. 55,529 $722K New FDX FedEx Corp. 3,149 $716K No change EXPE Expedia Group Inc. 4,100 $692K Reduce -50.0% GTM Zoominfo Technologies Inc. 57,809 $585K Reduce -74.9% FTAI Ftai Aviation Ltd. 5,000 $575K Reduce -68.8% BAC Bank of America Corp. filed as BANK AMERICA CORP 11,715 $554K Reduce -26.2% BIDU Baidu Inc. - Spon ADR 6,420 $551K Reduce -44.6% NESR National Energy Services Reu 83,650 $504K Add +46.0% NBIS Nebius Group NV 7,733 $428K Reduce -55.7% SHOP Shopify Inc. Class A 3,650 $421K No change HOV Hovnanian Enterprises-A 4,000 $418K Add +11.1% BOXL Boxlight Corp. 224,500 $395K New ZS Zscaler Inc. 1,132 $355K Reduce -20.0% MDB Mongodb Inc. 1,635 $343K Reduce -34.0% PYPL PayPal Holdings Inc. 4,474 $333K Reduce -62.8% CGNX Cognex Corp. 8,920 $283K Reduce -60.5% CRWV Coreweave Inc. Class A 1,700 $277K New KWEB Kranesh Csi China Internet 7,933 $272K Reduce -52.6% SRPT Sarepta Therapeutics Inc. 15,000 $257K New CORZ Core Scientific Inc. 15,000 $256K Reduce -58.3% NET Cloudflare Inc. Class A 1,250 $245K Reduce -50.0% TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 3,070 $221K Reduce -51.7% INDV Indivior Ltd. 13,583 $202K Reduce -82.9% DHX Dhi Group Inc. 50,873 $151K Reduce -9.5% SLQT Selectquote Inc. 56,330 $134K Reduce -56.2% CRON Cronos Group Inc. 62,605 $120K Reduce -7.7%
Options reported separately and not counted above: COREWEAVE INC puts ($326K).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ BABA Alibaba Group Holding-SP ADR Reduce -74.7% 2.45% −4.24 GOOG Alphabet Inc. Class C Reduce -52.9% 12.39% −1.36 DIS The Walt Disney Co. Reduce -56.2% 14.78% −1.15 GTM Zoominfo Technologies Inc. Reduce -74.9% 0.81% −1.08 CHWY Chewy Inc. Class A Reduce -65.9% 2.90% −0.94 DOCU Docusign Inc. Reduce -64.5% 1.23% −0.92 AVDL Avadel Pharmaceuticals Ltd. Sold out 0.00% −0.68 FTAI Ftai Aviation Ltd. Reduce -68.8% 0.79% −0.66 PFE Pfizer Inc. Sold out 0.00% −0.38 BBIO Bridgebio Pharma Inc. Sold out 0.00% −0.34 CYTK Cytokinetics Inc. Sold out 0.00% −0.32 REGN Regeneron Pharmaceuticals Sold out 0.00% −0.29 LZ Legalzoomcom Inc. Reduce -51.3% 1.47% −0.26 MDGL Madrigal Pharmaceuticals Inc. Sold out 0.00% −0.26 OKTA Okta Inc. Sold out 0.00% −0.26 INDV Indivior Ltd. Reduce -82.9% 0.28% −0.24 MRUS Merus NV Sold out 0.00% −0.22 EXEL Exelixis Inc. Sold out 0.00% −0.20 BILL Bill Holdings Inc. Sold out 0.00% −0.20 ARGX Argenx SE - ADR Sold out 0.00% −0.18 PYPL PayPal Holdings Inc. Reduce -62.8% 0.46% −0.18 EXPE Expedia Group Inc. Reduce -50.0% 0.96% −0.17 EWW iShares MSCI Mexico ETF Sold out 0.00% −0.17 SLQT Selectquote Inc. Reduce -56.2% 0.19% −0.17 NVS Novartis AG-Sponsored ADR Sold out 0.00% −0.17 CGNX Cognex Corp. Reduce -60.5% 0.39% −0.16 BIDU Baidu Inc. - Spon ADR Reduce -44.6% 0.76% −0.11 KWEB Kranesh Csi China Internet Reduce -52.6% 0.38% −0.10 C Citigroup Inc. Reduce -50.7% 16.78% −0.08 AUPH Aurinia Pharmaceuticals Inc. Sold out 0.00% −0.07 GERN Geron Corp. Sold out 0.00% −0.06 MGNX Macrogenics Inc. Sold out 0.00% −0.02 ALXO Alx Oncology Holdings Inc. Sold out 0.00% −0.01 TTD Trade Desk Inc./the Class A Reduce -51.7% 0.31% +0.02 SNOW Snowflake Inc. Reduce -59.8% 1.02% +0.04 CRON Cronos Group Inc. Reduce -7.7% 0.17% +0.06 NET Cloudflare Inc. Class A Reduce -50.0% 0.34% +0.11 MDB Mongodb Inc. Reduce -34.0% 0.47% +0.12 CORZ Core Scientific Inc. Reduce -58.3% 0.35% +0.14 DHX Dhi Group Inc. Reduce -9.5% 0.21% +0.14 ABNB Airbnb Inc. Class A Reduce -41.2% 2.46% +0.22 BAC Bank of America Corp. Reduce -26.2% 0.77% +0.22 ETSY Etsy Inc. Reduce -39.3% 2.86% +0.23 ZS Zscaler Inc. Reduce -20.0% 0.49% +0.26 NBIS Nebius Group NV Reduce -55.7% 0.59% +0.29 GM General Motors Co. Reduce -28.6% 1.70% +0.35 EWCZ European Wax Center Inc. Class A Reduce -39.6% 1.25% +0.39 XYZ Block Inc. Reduce -27.1% 1.50% +0.52 MSOS Advisorshares Pure US Cann Reduce -7.3% 2.20% +0.67 PLAY Dave & Buster's Entertainmen Reduce -40.8% 2.85% +1.18
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ GOOGL Alphabet Inc. Class A New 1.76% +1.76 BLCO Bausch + Lomb Corp. New 1.00% +1.00 BOXL Boxlight Corp. New 0.55% +0.55 CRWV Coreweave Inc. Class A New 0.38% +0.38 SRPT Sarepta Therapeutics Inc. New 0.35% +0.35 NESR National Energy Services Reu Add +46.0% 0.70% +0.35 HOV Hovnanian Enterprises-A Add +11.1% 0.58% +0.27
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ MERUS N V call Sold out 14,500 $610Kbefore exit BRIDGEBIO PHARMA INC call Sold out 9,700 $335Kbefore exit COREWEAVE INC put New 2,000 $326K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 51 $111.3M GOOG, C, AMZN, CHWY, DIS Q1 2026 43 $91.5M C, GOOG, AMZN, DIS, CHWY Q4 2025 49 $95.0M C, GOOG, AMZN, DIS, CHWY Q3 2025 48 $82.9M C, GOOG, DIS, AMZN, BABA Q2 2025 45 $72.4M C, DIS, GOOG, AMZN, EAT Q1 2025 57 $122.0M C, DIS, GOOG, BABA, AMZN Q4 2024 53 $127.0M DIS, C, GOOG, AMZN, CHWY