Saraza Management, LP
20 holdingsFiling period: 2026-03-31Current AUM: $266.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 66.8K | $20.2M | $24.5M | 9.19% | +50 | 2026-03-31 |
| 2 | — | AON PLC | 57.3K | $18.5M | $18.5M | 6.95% | -7,375 | 2026-03-31 |
| 3 | BN | BROOKFIELD CORP | 451.5K | $18.3M | $19.2M | 7.21% | -7,000 | 2026-03-31 |
| 4 | WCN | WASTE CONNECTIONS INC | 97.7K | $15.9M | $16.4M | 6.14% | -2,050 | 2026-03-31 |
| 5 | COF | CAPITAL ONE FINL CORP | 86.3K | $15.7M | $18.0M | 6.77% | +17.3K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 73.0K | $15.2M | $19.8M | 7.45% | -16,000 | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 44.9K | $15.2M | $18.1M | 6.81% | -7,375 | 2026-03-31 |
| 8 | — | NU HLDGS LTD | 940.0K | $13.5M | $13.5M | 5.07% | +73.5K | 2026-03-31 |
| 9 | APH | AMPHENOL CORP NEW | 105.2K | $13.3M | $16.9M | 6.35% | -7,850 | 2026-03-31 |
| 10 | — | JOHNSON CTLS INTL PLC | 99.4K | $13.0M | $13.0M | 4.89% | -21,100 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 34.0K | $12.6M | $15.8M | 5.94% | -10,725 | 2026-03-31 |
| 12 | CPNG | COUPANG INC | 618.5K | $11.7M | $10.1M | 3.80% | -- | 2026-03-31 |
| 13 | LPLA | LPL FINL HLDGS INC | 34.6K | $10.4M | $12.2M | 4.60% | -6,800 | 2026-03-31 |
| 14 | ADI | ANALOG DEVICES INC | 29.6K | $9.4M | $10.9M | 4.08% | -- | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 46.5K | $8.1M | $9.3M | 3.51% | -- | 2026-03-31 |
| 16 | INTU | INTUIT | 16.7K | $7.2M | $5.3M | 1.99% | -525 | 2026-03-31 |
| 17 | SITM | SITIME CORP | 19.3K | $6.6M | $10.3M | 3.87% | -- | 2026-03-31 |
| 18 | ARES | ARES MANAGEMENT CORPORATION | 60.0K | $6.5M | $7.7M | 2.88% | -- | 2026-03-31 |
| 19 | MLM | MARTIN MARIETTA MATLS INC | 10.8K | $6.4M | $5.7M | 2.14% | -- | 2026-03-31 |
| 20 | NOK | NOKIA CORP | 102.9K | $827K | $940K | 0.35% | -- | 2026-03-31 |
← Scroll →