CAZ Strategic Opportunities Fund

CAZ Strategic Opportunities Fund (CIK 1984165) is an SEC-registered fund company and $661.9M in net assets as of 2026-03-31.

Registrant

Fund series (1)

SeriesNet assets
CAZ Strategic Opportunities Fund$661.9M

Largest reported holdings (across all series)

HoldingValue
State Street Institutional Investment Trust$27.6M
Golub Capital BDC Inc.$3.1M
Carlyle Secured Lending Inc$2.9M
Blue Owl Capital Corp.$2.9M
Bain Capital Specialty Finance Inc$2.8M
Morgan Stanley Direct Lending Fund$2.7M
York Space Systems Inc.$2.0M
Oklo Inc.$1.7M
NuScale Power Corp.$1.5M
WATERBRIDGE IN-A$1.5M

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