CAZ INVESTMENTS LP Hedge Fund

CIK: 0001159363 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $39,091 (100.0% shares, 0.0% debt)

Holdings (51)

LYFT LYFT INC-A 30.8%
Value ($000) $12,035 Shares 448,249 Est. Cost $39.72 Unrealized 0.0%
LYFT 200417C00040000 11.0%
Value ($000) $4,296 Shares 160,000 Est. Cost $40.84 Unrealized
SLV 200630C00016500 8.8%
Value ($000) $3,459 Shares 265,000 Est. Cost Unrealized
XOP XOP1 200918C00018000 5.0%
Value ($000) $1,974 Shares 60,000 Est. Cost $32.87 Unrealized
GDX 200619C00033000 4.6%
Value ($000) $1,808 Shares 78,500 Est. Cost Unrealized
USCI UNITED STATES COMMODITY INDE 3.9%
Value ($000) $1,524 Shares 47,904 Est. Cost $31.81 Unrealized
VXUS VANGUARD TOTAL INTL STOCK 2.4%
Value ($000) $934 Shares 19,035 Est. Cost $49.07 Unrealized
VIPER ENERGY PARTNERS LP 1.7%
Value ($000) $676 Shares 101,968 Est. Cost $10.65 Unrealized
BX BLACKSTONE GROUP INC/THE-A 1.7%
Value ($000) $652 Shares 14,300 Est. Cost $39.70 Unrealized +14.0%
KKR KKR & CO INC -A 1.7%
Value ($000) $650 Shares 27,700 Est. Cost $25.66 Unrealized +5.6%
XLK TECHNOLOGY SELECT SECT SPDR 1.7%
Value ($000) $650 Shares 8,086 Est. Cost $91.70 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $647 Shares 7,182 Est. Cost $103.61 Unrealized 0.0%
GDXJ 200515C00043000 1.4%
Value ($000) $562 Shares 20,000 Est. Cost Unrealized
XOP SPDR S&P OIL & GAS EXP & PR 1.3%
Value ($000) $490 Shares 14,907 Est. Cost $32.87 Unrealized
SLV ISHARES SILVER TRUST 1.2%
Value ($000) $476 Shares 36,450 Est. Cost $14.67 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING 1.1%
Value ($000) $443 Shares 8,131 Est. Cost $54.48 Unrealized
XSW SPDR S&P SOFTWARE & SER ETF 1.1%
Value ($000) $421 Shares 5,127 Est. Cost $82.11 Unrealized
KMI KMI 200619C00023000 1.1%
Value ($000) $418 Shares 30,000 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY HLD CL B 1.1%
Value ($000) $415 Shares 2,271 Est. Cost $212.55 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX-U 1.1%
Value ($000) $415 Shares 10,117 Est. Cost $41.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 1.0%
Value ($000) $400 Shares 11,932 Est. Cost $33.52 Unrealized
BAC BANK OF AMERICA CORPORATION 1.0%
Value ($000) $389 Shares 18,300 Est. Cost $25.91 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP DEL 1.0%
Value ($000) $383 Shares 33,100 Est. Cost $30.07 Unrealized 0.0%
GOOG ALPHABET INC-CL C 0.9%
Value ($000) $349 Shares 300 Est. Cost $67.34 Unrealized 0.0%
IVZ INVESCO LTD 0.8%
Value ($000) $324 Shares 35,631 Est. Cost $12.75 Unrealized -8.2%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $279 Shares 10,000 Est. Cost $32.91 Unrealized 0.0%
GLRE GREENLIGHT CAPITAL RE LTD-A 0.7%
Value ($000) $268 Shares 45,000 Est. Cost $10.32 Unrealized -16.6%
ETFMG PRIME CYBER SECURITY E 0.6%
Value ($000) $242 Shares 6,788 Est. Cost $39.78 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS-A 0.6%
Value ($000) $219 Shares 1,500 Est. Cost $98.68 Unrealized 0.0%
JPMORGAN ALERIAN MLP INDEX 0.6%
Value ($000) $217 Shares 24,079 Est. Cost $9.01 Unrealized
PPLT ABERDEEN STD PLATINUM ETF TR 0.6%
Value ($000) $217 Shares 3,200 Est. Cost $67.81 Unrealized
CRM SALESFORCE.COM INC 0.6%
Value ($000) $216 Shares 1,500 Est. Cost $169.39 Unrealized 0.0%
AVGO BROADCOM INC 0.5%
Value ($000) $213 Shares 900 Est. Cost $24.28 Unrealized 0.0%
TRV TRAVELERS COS INC/THE 0.5%
Value ($000) $189 Shares 1,900 Est. Cost $109.63 Unrealized 0.0%
UTX 200619C00140000 0.5%
Value ($000) $189 Shares 2,000 Est. Cost Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $183 Shares 1,100 Est. Cost $183.31 Unrealized 0.0%
AAPL APPLE INC 0.5%
Value ($000) $178 Shares 700 Est. Cost $71.07 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP 0.4%
Value ($000) $172 Shares 2,900 Est. Cost $74.64 Unrealized 0.0%
IAK ISHARES U.S. INSURANCE ETF 0.4%
Value ($000) $166 Shares 3,342 Est. Cost $49.67 Unrealized
PTON PELOTON INTERACTIVE INC-A 0.4%
Value ($000) $162 Shares 6,100 Est. Cost $25.62 Unrealized +8.5%
KBWP INVESCO KBW PROPERTY & CASUA 0.4%
Value ($000) $161 Shares 3,023 Est. Cost $69.80 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $158 Shares 1,000 Est. Cost $156.34 Unrealized 0.0%
GBDC GOLUB CAPITAL BDC INC 0.4%
Value ($000) $147 Shares 11,700 Est. Cost $9.17 Unrealized 0.0%
TAN INVESCO SOLAR ETF 0.4%
Value ($000) $144 Shares 5,696 Est. Cost $25.28 Unrealized
PLAY DAVE & BUSTER'S ENTERTAINMEN 0.3%
Value ($000) $131 Shares 10,000 Est. Cost $34.25 Unrealized 0.0%
DBX DROPBOX INC-CLASS A 0.3%
Value ($000) $103 Shares 5,667 Est. Cost $22.21 Unrealized -18.1%
DOCU DOCUSIGN INC 0.2%
Value ($000) $86 Shares 933 Est. Cost $46.55 Unrealized +72.7%
SPOT SPOTIFY TECHNOLOGY SA 0.2%
Value ($000) $85 Shares 700 Est. Cost $145.52 Unrealized -2.7%
EEM ISHARES MSCI EMERGING MARKET 0.2%
Value ($000) $85 Shares 2,500 Est. Cost $34.00 Unrealized
SMARTSHEET INC-CLASS A 0.1%
Value ($000) $50 Shares 1,200 Est. Cost $25.42 Unrealized
Put TESLA INC 06/19/2020 700.00 0.1%
Value ($000) $41 Shares 1,000 Est. Cost Unrealized