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Saraza Management, LP 13F holdings

Filed 2026-08-14 · Saraza Management, LP · 19 positions · $250.9M

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TickerCompanySharesValue% of portfolio
VVISA INC57.2K$19.6M7.8%
TSMTAIWAN SEMICONDUCTOR MFG LTD37.5K$17.9M7.1%
COFCAPITAL ONE FINL CORP89.0K$17.9M7.1%
AONAON PLC50.6K$16.8M6.7%
BNBROOKFIELD CORP394.1K$16.8M6.7%
—JOHNSON CTLS INTL PLC109.8K$16.0M6.4%
APHAMPHENOL CORP NEW89.8K$15.8M6.3%
AMZNAMAZON COM INC59.5K$14.2M5.7%
NUNU HLDGS LTD1.0M$13.6M5.4%
CPNGCOUPANG INC717.5K$12.5M5.0%
ADIANALOG DEVICES INC30.7K$12.2M4.9%
—AMAZON COM INC50.0K$11.9M4.8%
MSFTMICROSOFT CORP30.7K$11.5M4.6%
NVDANVIDIA CORPORATION56.5K$11.3M4.5%
ARESARES MANAGEMENT CORPORATION95.8K$10.7M4.3%
STXSEAGATE TECHNOLOGY HLDNGS PL10.4K$10.0M4.0%
UNPUNION PAC CORP30.0K$8.2M3.3%
SITMSITIME CORP9.7K$7.2M2.9%
LPLALPL FINL HLDGS INC24.5K$6.9M2.8%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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