Kazazian Asset Management, LLC In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Kazazian Asset Management, LLC reported 48 stock positions worth $82.9 million . Its top holding was Citigroup (C) at 17.5% of the portfolio, followed by Alphabet Class C (GOOG, 14.9% ) and Walt Disney (DIS, 11.1% ). Compared with Q2 2025, it opened 8 new positions, sold out of 5, added to 11 and reduced 11. The biggest buy was a new position in Vail Resorts (MTN) and the biggest sale Brinker International (EAT, shares −64% ).
Location FORT LAUDERDALE, FL
CIK 0001580415
Portfolio Value $82.9M (Q3 2025) Holdings 48 stocks · $82.9M 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 Q2 2025 C Citigroup Inc. 142,694 $14.5M No change GOOG Alphabet Inc. Class C 50,577 $12.3M No change DIS The Walt Disney Co. filed as DISNEY WALT CO 80,651 $9.2M Reduce -6.5% AMZN Amazon.com Inc. 32,692 $7.2M Add +10.4% BABA Alibaba Group Holding-SP ADR 17,641 $3.2M Add +12.8% ETSY Etsy Inc. 41,270 $2.7M No change MSOS Advisorshares Pure US Cann 539,154 $2.6M Reduce -18.3% CHWY Chewy Inc. Class A 51,731 $2.1M Add +5.1% ABNB Airbnb Inc. Class A 17,000 $2.1M Add +26.6% GOOGL Alphabet Inc. Class A 7,240 $1.8M No change GM General Motors Co. 25,000 $1.5M No change NESR National Energy Services Reu 143,650 $1.5M Add +71.7% PLAY Dave & Buster's Entertainmen 75,693 $1.4M Add +10.3% EWCZ European Wax Center Inc. Class A 335,000 $1.3M Add +107.7% MTN Vail Resorts Inc. 8,665 $1.3M New LZ Legalzoomcom Inc. 119,331 $1.2M No change EAT Brinker International Inc. 9,061 $1.1M Reduce -64.3% GS Goldman Sachs Group Inc. 1,300 $1.0M No change BIDU Baidu Inc. - Spon ADR 7,720 $1.0M Add +20.3% CMG Chipotle Mexican Grill Inc. 22,804 $894K New EXPE Expedia Group Inc. 4,100 $876K No change SNOW Snowflake Inc. 3,800 $857K Add +15.2% BLCO Bausch + Lomb Corp. 55,529 $837K No change FTAI Ftai Aviation Ltd. 5,000 $834K No change DOCU Docusign Inc. 11,396 $822K No change FDX FedEx Corp. 3,449 $813K Add +9.5% PD Pagerduty Inc. 41,000 $677K New XYZ Block Inc. 9,008 $651K Reduce -43.7% GTM Zoominfo Technologies Inc. 55,809 $609K Reduce -3.5% PCG P G & E Corp. 40,000 $603K New MDB Mongodb Inc. 1,635 $507K No change NBIS Nebius Group NV 3,633 $408K Reduce -53.0% CGNX Cognex Corp. 8,920 $404K No change SHOP Shopify Inc. Class A 2,650 $394K Reduce -27.4% BOXL Boxlight Corp. 157,477 $380K Reduce -29.9% DOW Dow Inc. 16,000 $367K New BAC Bank of America Corp. filed as BANK AMERICA CORP 6,715 $346K Reduce -42.7% ZS Zscaler Inc. 1,132 $339K No change KWEB Kranesh Csi China Internet 7,933 $333K No change PYPL PayPal Holdings Inc. 4,474 $300K No change OKTA Okta Inc. 3,000 $275K New NET Cloudflare Inc. Class A 1,250 $268K No change PSCE Invesco S&P Smallcap Energy 5,000 $213K New HOV Hovnanian Enterprises-A 1,600 $206K Reduce -60.0% DHX Dhi Group Inc. 65,873 $183K Add +29.5% NNDM Nano Dimension Ltd. - ADR 100,000 $157K New CRON Cronos Group Inc. 49,214 $137K Reduce -21.4% SLQT Selectquote Inc. 56,330 $110K No change
Portfolio Sells Q2 2025 → Q3 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▲ EAT Brinker International Inc. Reduce -64.3% 1.39% −4.94 DIS The Walt Disney Co. Reduce -6.5% 11.15% −3.63 XYZ Block Inc. Reduce -43.7% 0.79% −0.72 CRWV Coreweave Inc. Class A Sold out 0.00% −0.38 SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.35 CORZ Core Scientific Inc. Sold out 0.00% −0.35 BAC Bank of America Corp. Reduce -42.7% 0.42% −0.35 HOV Hovnanian Enterprises-A Reduce -60.0% 0.25% −0.33 TTD Trade Desk Inc./the Class A Sold out 0.00% −0.31 INDV Indivior Ltd. Sold out 0.00% −0.28 SHOP Shopify Inc. Class A Reduce -27.4% 0.48% −0.11 NBIS Nebius Group NV Reduce -53.0% 0.49% −0.10 BOXL Boxlight Corp. Reduce -29.9% 0.46% −0.09 GTM Zoominfo Technologies Inc. Reduce -3.5% 0.73% −0.07 CRON Cronos Group Inc. Reduce -21.4% 0.17% −0.00 MSOS Advisorshares Pure US Cann Reduce -18.3% 3.12% +0.92
Portfolio Buys Q2 2025 → Q3 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q2 2025 % Of Portfolio Change To Portfolio ▼ MTN Vail Resorts Inc. New 1.56% +1.56 BABA Alibaba Group Holding-SP ADR Add +12.8% 3.81% +1.35 NESR National Energy Services Reu Add +71.7% 1.78% +1.08 CMG Chipotle Mexican Grill Inc. New 1.08% +1.08 PD Pagerduty Inc. New 0.82% +0.82 PCG P G & E Corp. New 0.73% +0.73 BIDU Baidu Inc. - Spon ADR Add +20.3% 1.23% +0.47 DOW Dow Inc. New 0.44% +0.44 EWCZ European Wax Center Inc. Class A Add +107.7% 1.61% +0.36 OKTA Okta Inc. New 0.33% +0.33 PSCE Invesco S&P Smallcap Energy New 0.26% +0.26 NNDM Nano Dimension Ltd. - ADR New 0.19% +0.19 ABNB Airbnb Inc. Class A Add +26.6% 2.49% +0.04 SNOW Snowflake Inc. Add +15.2% 1.03% +0.01 DHX Dhi Group Inc. Add +29.5% 0.22% +0.01 FDX FedEx Corp. Add +9.5% 0.98% −0.01 AMZN Amazon.com Inc. Add +10.4% 8.66% −0.31 CHWY Chewy Inc. Class A Add +5.1% 2.53% −0.37 PLAY Dave & Buster's Entertainmen Add +10.3% 1.66% −1.19
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ COREWEAVE INC put Sold out 2,000 $326Kbefore exit
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