Caz Investments LP - Q12026 Holdings

Caz Investments LP holds 42 stocks with a total portfolio value of $ 85.6M as of Q12026. In Q12026, Caz Investments LP added 11 new positions, increased stakes in 2 stocks, reduced 3 holdings, and fully exited 2 positions. The largest holding is Blue Owl Technology Finance (OTF), representing 44.65% of the total portfolio.