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CIK: 0001716476
Total reported value
$20.3M
$20.3M
17 檔
79.7%
According to the latest 13F quarterly dataset, Vazirani Asset Management LLC managed an equity portfolio of $20.3M at the end of Q2 2025, spanning 17 distinct U.S. exchange-listed positions.
Vazirani Asset Management LLC executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 9 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNP | Juniper Networks Inc | Stock-Other | 17.44% | — | — | |
| 2 | 2655787D | Blueprint Medicines CORP | Stock-Other | 12.25% | — | — | |
| 3 | AZEK | Azek Co Inc/the | Stock-Other | 12.16% | — | — | |
| 4 | FYBR | Frontier Communications Pare | Stock-Other | 10.44% | — | -12.23% | |
| 5 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 9.65% | — | — | |
| 6 | KEL | Kellanova | Stock-Other | 9.12% | — | -25.00% | |
| 7 | ✓ | Third Harmonic Bio Inc | Stock-Other | 4.68% | — | +170.22% | |
| 8 | S9Q | Spirit Aerosystems Hold-cl A | Stock-Other | 3.65% | — | — | |
| 9 | SKAA | Skechers USA Inc-cl A | Stock-Other | 3.62% | — | — | |
| 10 | DNB | Dun & Bradstreet Holdings In | Stock-Other | 3.48% | — | +300.00% | |
| 11 | AMED | Amedisys Inc | Stock-Other | 2.80% | — | -0.67% | |
| 12 | OMC | Omnicom Group | Stock-Comm Services | 2.37% | — | — | |
| 13 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 2.20% | — | -60.00% | |
| 14 | ✓ | Blue Acquisition CORP. | Stock-Other | 1.92% | — | — | |
| 15 | ✓ | Blue Wtr Acquisition CORP. I | Stock-Other | 1.91% | — | — | |
| 16 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 1.33% | — | — | |
| 17 | AGS | Playags Inc | Stock-Other | 0.98% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNP | Juniper Networks Inc | +17.4% | NEW | New buy |
| 2 | 2655787D | Blueprint Medicines CORP | +12.3% | NEW | New buy |
| 3 | AZEK | Azek Co Inc/the | +12.2% | NEW | New buy |
| 4 | ESGRP | Enstar Group Limited - Deposita | +9.7% | NEW | New buy |
| 5 | S9Q | Spirit Aerosystems Hold-cl A | +3.7% | NEW | New buy |
| 6 | SKAA | Skechers USA Inc-cl A | +3.6% | NEW | New buy |
| 7 | ✓ | Third Harmonic Bio Inc | +3.6% | +170.22% | Add |
| 8 | DNB | Dun & Bradstreet Holdings In | +2.7% | +300.00% | Add |
| 9 | OMC | Omnicom Group | +2.4% | NEW | New buy |
| 10 | ✓ | Blue Acquisition CORP. | +1.9% | NEW | New buy |
| 11 | ✓ | Blue Wtr Acquisition CORP. I | +1.9% | NEW | New buy |
| 12 | WBA | Walgreens Boots Alliance Inc | +1.5% | -60.00% | Trim |
| 13 | 2662247D | Iteos Therapeutics Inc | +1.3% | NEW | New buy |
| 14 | AGS | Playags Inc | +1% | NEW | New buy |
| 15 | AMED | Amedisys Inc | +0.2% | -0.67% | Trim |
| 16 | SWTXUSD | Springworks Therapeutics Inc | -0.8% | EXIT | Sold out |
| 17 | FYBR | Frontier Communications Pare | -0.8% | -12.23% | Trim |
| 18 | 0VVB | Paramount Global-class B | -1.1% | EXIT | Sold out |
| 19 | ✓ | Moneylion Inc | -2.4% | EXIT | Sold out |
| 20 | KEL | Kellanova | -3% | -25.00% | Trim |
| 21 | DFSEUR | Discover Financial Services | -4.7% | EXIT | Sold out |
| 22 | G2C | Everi Holdings Inc | -9.3% | EXIT | Sold out |
| 23 | ATSG* | Air Transport Services Group | -10.5% | EXIT | Sold out |
| 24 | APY1EUR | Championx CORP | -12.1% | EXIT | Sold out |
| 25 | ITCIEUR | Intra-cellular Therapies Inc | -12.1% | EXIT | Sold out |
| 26 | BECNUSD | Beacon Roofing Supply Inc | -18.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Vazirani Asset Management LLC reported a total U.S. public equity portfolio value of $20.3M across 17 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JNP, 2655787D, AZEK) accounted for 79.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
JNP
市值: $4.6M
Top Position Liquidated / Trimmed
BECNUSD
前期市值: $4.9M
During Q2 2025, Vazirani Asset Management LLC's top holdings by market value included JNP (17.4%)、2655787D (12.3%)、AZEK (12.2%). The largest single position, JNP, represented 17.4% of total portfolio value.
In Q2 2025, Vazirani Asset Management LLC made 26 total portfolio adjustments, initiating 11 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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