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Saraza Management, LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    20

  • Value ($000)

    $238,614

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
V

VISA INC

COM CL A
92826C839
$20.2M
9 %

66,850

A
AON

AON PLC

SHS CL A
G0403H108
$18.5M
8 %

57,325

B
BN

BROOKFIELD CORP

CL A LTD VT SH
11271J107
$18.27M
8 %

451,500

W
WCN

WASTE CONNECTIONS INC

COM
94106B101
$15.87M
7 %

97,700

C
COF

CAPITAL ONE FINL CORP

COM
14040H105
$15.74M
7 %

86,300

A
AMZN

AMAZON COM INC

COM
023135106
$15.2M
6 %

73,000

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$15.17M
6 %

44,875

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$13.51M
6 %

940,000

A
APH

AMPHENOL CORP NEW

CL A
032095101
$13.29M
6 %

105,150

---

JOHNSON CTLS INTL PLC

SHS
G51502105
$13.02M
6 %

99,400

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