Saraza Management, LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    18

  • Value ($000)

    $413,998

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001894188
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
INTU
INTU

INTUIT

COM
461202103
$31.51M
8 %

40,000

BN
BN

BROOKFIELD CORP

CL A LTD VT SH
11271J107
$29.38M
7 %

475,000

AON
AON

AON PLC

SHS CL A
G0403H108
$29.17M
7 %

81,750

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$26.59M
6 %

125,000

ATD
ATD

ATI INC

COM
01741R102
$26.33M
6 %

305,000

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$26.05M
6 %

115,000

DHR
DHR

DANAHER CORPORATION

COM
235851102
$25.68M
6 %

130,000

GEHC
GEHC

GE HEALTHCARE TECHNOLOGIES I

COMMON STOCK
36266G107
$25.18M
6 %

340,000

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$24.37M
6 %

49,000

AMZN
AMZN

AMAZON COM INC

COM
023135106
$23.37M
6 %

106,500

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