Caz Investments LP
CAZ Investments LP is an alternative investment firm based in Houston, Texas. The firm specializes in providing access to private and public investment strategies for high-net-worth individuals, family offices, and institutional investors. Founded in 2001, CAZ manages investment vehicles across multiple asset classes and is known for curating niche opportunities not broadly available in public markets. The firm operates with a lean team, focusing on strategic partnerships and a tailored approach to each client.
Investment Strategy
CAZ Investments LP seeks to identify compelling investment opportunities across private and public markets, with an emphasis on alternative assets. The firm specializes in thematic investments, private equity, hedge funds, venture capital, and unique co-investment vehicles. The strategy is driven by capital preservation, risk management, and accessing niche opportunities not typically available to most investors. CAZ leverages its extensive network and in-depth due diligence to construct diversified portfolios tailored to sophisticated investors.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GRAB | GRAB HOLDINGS LTD - CL A | 52.15% | $9.2M | 1,830,116 | $5.42 | $5.03 | +$903.5K |
X XYZ | BLOCK INC | 1.00% | $176.6K | 2,600 | $70.87 | $67.93 | +$122.6K |
D DBX | DROPBOX INC-CLASS A | 0.49% | $85.8K | 3,000 | $23.27 | $28.60 | +$5.8K |
S SMR | NUSCALE POWER CORP | 0.22% | $39.6K | 1,000 | $14.16 | $39.56 | -$45.4K |
D DOCU | DOCUSIGN INC | 0.22% | $38.9K | 500 | $61.91 | $77.89 | -$2.1K |