DOSSIER · 13F-HR · Q1 2026

Azora Capital LP

Azora's family office based in London, UK $1.5B in tracked AUM across 45 positions as of Q1 2026.

A
Azora·London, UK·Family Office
CIK 0001700272 · last filed Mar 31, 2026
Total AUM
$1.5B
4.2%
vs prior
Holdings
45
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Azora Capital LP SEC 13F Filing
Portfolio Overview

Azora Capital LP's 13F filing for the period ending September 30, 2025, reveals a portfolio undergoing significant transformation and deleveraging. The total portfolio value contracted sharply by 41.5%, decreasing from $2.21 billion to $1.29 billion. This reduction is not solely attributable to market performance but is largely driven by a substantial shift in asset allocation, evidenced by the exit f...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LPLA
LPL FINL HLDGS INC
$129M427K8.5%
02
BEN
FRANKLIN RESOURCES INC
$120M5.1M7.9%
03
VLY
VALLEY NATL BANCORP
$110M8.9M7.2%
04
BBT
BEACON FINANCIAL CORP.
$94M3.1M6.2%
05
IBOC
INTERNATIONAL BANCSHARES COR
$88M1.3M5.8%
06
WT
WISDOMTREE INC
$87M6.0M5.7%
07
VIRT
VIRTU FINL INC
$83M1.9M5.4%
08
SLM
SLM CORP
$69M3.2M4.5%
09
PB
PROSPERITY BANCSHARES INC
$63M936K4.1%
10
SCHW
SCHWAB CHARLES CORP
$55M590K3.6%

Filing history

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