Saraza Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$238.6M
Q ending 2026-03-31
Prior quarter
$259.0M
Q ending 2025-12-31
Change
-7.9% QoQ · -28.7% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Visa Inc | V | Shares | $20.2M | 67K |
| Aon Plc | Shares | $18.5M | 57K | |
| Brookfield Corp | BN | Shares | $18.3M | 452K |
| Waste Connections Inc | WCN | Shares | $15.9M | 98K |
| Capital One Finl Corp | COF | Shares | $15.7M | 86K |
| Amazon Com Inc | AMZN | Shares | $15.2M | 73K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $15.2M | 45K |
| Nu Hldgs Ltd | Shares | $13.5M | 940K | |
| Amphenol Corp New | APH | Shares | $13.3M | 105K |
| Johnson Ctls Intl Plc | Shares | $13.0M | 99K | |
| Microsoft Corp | MSFT | Shares | $12.6M | 34K |
| Coupang Inc | CPNG | Shares | $11.7M | 619K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $10.4M | 35K |
| Analog Devices Inc | ADI | Shares | $9.4M | 30K |
| Nvidia Corporation | NVDA | Shares | $8.1M | 47K |
| Intuit | INTU | Shares | $7.2M | 17K |
| Sitime Corp | SITM | Shares | $6.6M | 19K |
| Ares Management Corporation | ARES | Shares | $6.5M | 60K |
| Martin Marietta Matls Inc | MLM | Shares | $6.4M | 11K |
| Nokia Corp | NOK | Shares | $827K | 103K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.