Portfolio (Quarterly)
Guide ↗
Vazirani Asset Management LLC
· CIK 0001716476| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | DAYFORCE INC | — | 50,000 | $3.5M | 20.99% | SOLD |
| 2 | — | EXACT SCIENCES CORP | — | 25,000 | $2.5M | 15.41% | SOLD |
| 3 | — | FRONTIER COMMUNICATIONS PARE | — | 50,000 | $1.9M | 11.55% | SOLD |
| 4 | — | CONFLUENT INC | — | 59,920 | $1.8M | 11.00% | SOLD |
| 5 | — | CIDARA THERAPEUTICS INC | — | 2,500 | $552K | 3.35% | SOLD |
| 6 | FOLD | AMICUS THERAPEUTICS INC | Healthcare | 25,000 | $356K | 2.16% | SOLD |
| 7 | — | ANYWHERE REAL ESTATE INC | — | 25,000 | $354K | 2.15% | SOLD |
Sector Allocation
Technology
24.4%
Industrials
22.2%
Communication Services
12.7%
Healthcare
11.1%
Financial Services
10.3%
Consumer Cyclical
8.3%
Utilities
7.8%
Consumer Defensive
3.2%