Vazirani Asset Management LLC In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Vazirani Asset Management LLC reported 17 stock positions worth $26.1 million . Its top holding was Juniper Networks (JNPR) at 17.4% of the portfolio, followed by Blueprint Medicines (BPMC, 12.3% ) and Azek (AZEK, 12.2% ). Compared with Q1 2025, it opened 12 new positions, sold out of 8, added to 2 and reduced 3. The biggest buy was a new position in Juniper Networks (JNPR) and the biggest sale an exit from Beacon Roofing Supply (BECN).
Location NEW YORK, NY
CIK 0001716476
Portfolio Value $26.1M (Q2 2025) Holdings 17 stocks · $26.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 JNPR Juniper Networks Inc. 114,230 $4.6M New BPMC Blueprint Medicines Corp. 25,000 $3.2M New AZEK The Azek Co. Inc. 58,490 $3.2M New FYBR Frontier Communications Pare 75,000 $2.7M Reduce -12.2% ESGR Enstar Group Ltd. 7,500 $2.5M New K Kellanova 30,000 $2.4M Reduce -25.0% THRD Third Harmonic Bio Inc. 225,500 $1.2M Add +170.2% SPR Spirit Aerosystems Hold Class A 25,000 $954K New SKX Skechers USA Inc. Class A 15,000 $947K New DNB Dun & Bradstreet Holdings Inc. 100,000 $909K Add +300.0% AMED Amedisys Inc. 7,450 $733K Reduce -0.7% OMC Omnicom Group 8,600 $619K New WBA Walgreens Boots Alliance Inc. 50,000 $574K New BACCU Blue Acquisition Corp. 50,000 $502K New BLUWU Blue Water Acquisition III filed as BLUE WTR ACQUISITION CORP. I 50,000 $501K New ITOS Iteos Therapeutics Inc. 35,000 $349K New AGS Playags Inc. 20,457 $256K New
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ BECN Beacon Roofing Supply Inc. Sold out 0.00% −18.82 ITCI Intra-Cellular Therapies Inc. Sold out 0.00% −12.54 CHX Championx Corp. Sold out 0.00% −12.47 ATSG Air Transport Services Group Sold out 0.00% −10.87 EVRI Everi Holdings Inc. Sold out 0.00% −9.65 DFS Discover Financial Services Sold out 0.00% −4.87 K Kellanova Reduce -25.0% 9.12% −3.43 FYBR Frontier Communications Pare Reduce -12.2% 10.44% −1.22 PARAA Paramount Global Class B Sold out 0.00% −1.14 SWTX Springworks Therapeutics Inc. Sold out 0.00% −0.84 AMED Amedisys Inc. Reduce -0.7% 2.80% +0.16
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ JNPR Juniper Networks Inc. New 17.44% +17.44 BPMC Blueprint Medicines Corp. New 12.25% +12.25 AZEK The Azek Co. Inc. New 12.16% +12.16 ESGR Enstar Group Ltd. New 9.65% +9.65 SPR Spirit Aerosystems Hold Class A New 3.65% +3.65 SKX Skechers USA Inc. Class A New 3.62% +3.62 THRD Third Harmonic Bio Inc. Add +170.2% 4.68% +3.58 DNB Dun & Bradstreet Holdings Inc. Add +300.0% 3.48% +2.63 OMC Omnicom Group New 2.37% +2.37 WBA Walgreens Boots Alliance Inc. New 2.20% +2.20 BACCU Blue Acquisition Corp. New 1.92% +1.92 BLUWU Blue Water Acquisition III New 1.91% +1.91 ITOS Iteos Therapeutics Inc. New 1.33% +1.33 AGS Playags Inc. New 0.98% +0.98
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ WBA Walgreens Boots Alliance Inc. call Sold out 125,000 $202Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025 Security Class Change vs Q1 2025 Shares / Principal Value ▼ ML.WS Moneylion Inc. -CW27 *W EXP 09/22/202 Sold out 2,500,000 $663Kbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $20.3M AES, WBS, WBD, ROKU, NSC Q1 2026 20 $43.4M AL, AAUC, WBD, SKYT, GTLS Q4 2025 10 $16.5M NSC, DAY, EXAS, FYBR, CFLT Q3 2025 13 $28.0M VRNA, COOP, NSC, FYBR, EA Q2 2025 17 $26.1M JNPR, BPMC, AZEK, FYBR, ESGR Q1 2025 13 $26.3M BECN, K, ITCI, CHX, FYBR Q4 2024 17 $31.6M SMAR, K, HCP, DFS, JNPR Q3 2024 22 $55.6M SWN, AAN, SRCL, CONSOLIDATED COMM HLDGS INC, NVEI Q2 2024 21 $46.7M NWLI, EVBG, NVEI, FREE, CONSOLIDATED COMM HLDGS INC Q1 2024 16 $36.0M TCN, PXD, HES, FREE, HOLI