§ 13F · FUND PROFILE
Vazirani Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 10Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NSC | NORFOLK SOUTHN CORP | 15K | $4.3T | 26.3% | NEW |
| 2 | DAY | DAYFORCE INC | 50K | $3.5T | 21.0% | NEW |
| 3 | EXK | EXACT SCIENCES CORP | 25K | $2.5T | 15.4% | NEW |
| 4 | FYBR | FRONTIER COMMUNICATIONS PARE | 50K | $1.9T | 11.6% | NEW |
| 5 | 8QR | CONFLUENT INC | 60K | $1.8T | 11.0% | NEW |
| 6 | WBD | WARNER BROS DISCOVERY INC | 30K | $864.6B | 5.2% | NEW |
| 7 | CDTX | CIDARA THERAPEUTICS INC | 3K | $552.2B | 3.4% | NEW |
| 8 | FOLD | AMICUS THERAPEUTICS INC | 25K | $356.0B | 2.2% | NEW |
| 9 | RWT | ANYWHERE REAL ESTATE INC | 25K | $354.0B | 2.1% | NEW |
| 10 | KZR | KEZAR LIFE SCIENCES INC | 48K | $304.6B | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAZIRANI SIGNAL
AC read
Vazirani Asset Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed