Saraza Management, LP
19 holdingsFiling period: 2026-06-30Current AUM: $253.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc | 57.2K | $19.6M | $23.1M | 9.13% | -9,690 | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Mfg Ltd | 37.5K | $17.9M | $15.9M | 6.28% | -7,425 | 2026-06-30 |
| 3 | COF | Capital One Finl Corp | 89.0K | $17.9M | $18.0M | 7.12% | +2.7K | 2026-06-30 |
| 4 | — | Aon PLC | 50.6K | $16.8M | $16.8M | 6.64% | -6,675 | 2026-06-30 |
| 5 | BN | Brookfield Corp | 394.1K | $16.8M | $15.0M | 5.91% | -57,350 | 2026-06-30 |
| 6 | — | Johnson Ctls Intl PLC | 109.8K | $16.0M | $16.0M | 6.34% | +10.3K | 2026-06-30 |
| 7 | APH | Amphenol Corp New | 89.8K | $15.8M | $13.5M | 5.34% | -15,400 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 59.5K | $14.2M | $14.8M | 5.86% | -13,500 | 2026-06-30 |
| 9 | — | NU Hldgs Ltd | 1.02M | $13.6M | $13.6M | 5.37% | +77.0K | 2026-06-30 |
| 10 | CPNG | Coupang Inc | 717.5K | $12.5M | $9.9M | 3.90% | +99.0K | 2026-06-30 |
| 11 | ADI | Analog Devices Inc | 30.7K | $12.2M | $12.5M | 4.95% | +1.1K | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 50.0K | $11.9M | $12.5M | 4.92% | -- | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 30.7K | $11.5M | $16.4M | 6.47% | -3,300 | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 56.5K | $11.3M | $12.2M | 4.82% | +9.9K | 2026-06-30 |
| 15 | ARES | Ares Management Corporation | 95.8K | $10.7M | $11.7M | 4.62% | +35.9K | 2026-06-30 |
| 16 | — | Seagate Technology Hldngs PL | 10.4K | $10.0M | $10.0M | 3.96% | -- | 2026-06-30 |
| 17 | UNP | Union Pac Corp | 30.0K | $8.2M | $8.9M | 3.52% | -- | 2026-06-30 |
| 18 | SITM | Sitime Corp | 9.7K | $7.2M | $4.5M | 1.77% | -9,600 | 2026-06-30 |
| 19 | LPLA | LPL Finl Hldgs Inc | 24.5K | $6.9M | $7.8M | 3.07% | -10,100 | 2026-06-30 |
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