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Azora Capital LP

CIK:0001700272
Hedge Fund
$3B AUM
58 holdings
Miami, FL, USA
Founded:2016
15 employees
Latest filing:Jun 30, 2025

AZORA CAPITAL LP is a hedge fund with SEC approval, managing discretionary assets and engaging in various financial investments.

Investment Strategy

Hedge fund investments focusing on financial sector stocks and other global holdings

Latest 13F Filing Activity

Azora Capital LP filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $2B. The fund increased holdings in Franklin Resources Inc., Coinbase Global Inc., Keycorp among other positions. Azora Capital LP reduced exposure to Schwab Charles Corp., Pinnacle Finl Partners Inc., Rithm Capital Corp. among others.

Top Buys
B
BENFRANKLIN RESOURCES INC
+$76.1M
C
COINCOINBASE GLOBAL INC
+$61.4M
K
KEYKEYCORP
+$56.4M
C
CCITIGROUP INC
+$52.1M
S
STNESTONECO LTD
+$50.9M
Top Sells
S
SCHWSCHWAB CHARLES CORP
-$80.5M
P
PNFPPINNACLE FINL PARTNERS INC
-$51.0M
R
RITMRITHM CAPITAL CORP
-$39.0M
O
OMFONEMAIN HLDGS INC
-$17.9M
D
DLODLOCAL LTD
-$16.8M

Top Holdings

L
LPLALPL FINL HLDGS INC
+8.0%$177.1M
B
BACBANK AMERICA CORP
+6.3%$140.3M
C
CMACOMERICA INC
+5.6%$123.1M
W
WBSWEBSTER FINL CORP
+4.7%$103.0M
K
KEYKEYCORP
+4.2%$93.5M

Equity Positions (56)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
LPL FINL HLDGS INC8.01%$177.1M472,352$233.47$374.97+$32.4M
BANK AMERICA CORP6.34%$140.3M2,965,563$41.94$47.32+$770.2K
COMERICA INC5.56%$123.1M2,063,920$56.85$59.65+$10.9M
WEBSTER FINL CORP4.66%$103.0M1,886,385$49.80$54.60+$28.5M
KEYCORP4.23%$93.5M5,369,008$17.02$17.42+$56.4M

Industry Allocation

NATIONAL COMMERCIAL BANKS
+30.0%
STATE COMMERCIAL BANKS
+15.5%
INVESTMENT ADVICE
+13.0%
FINANCE SERVICES
+10.1%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+8.2%