Investor
Saraza Management, LP
CIK 0001894188 · filed 2026-05-14 · SEC filing
13F book
$238.6M
Positions
20
7 new · 2 sold
Largest name
8.5%
Visa Inc. · V
Est. mark
−$24.4M
Price effect on 13 names still held. Flow $4.08M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Visa Inc. | V | 66.8K | $20.2M | 8.5% | −$3.24M | Added−$3.22M |
| Aon plc | AON | 57.3K | $18.5M | 7.8% | −$1.73M | Cut−$4.33M |
| Brookfield Corp | — | 451.5K | $18.3M | 7.7% | −$2.45M | Cut−$2.77M |
| Waste Connections, Inc. | WCN | 97.7K | $15.9M | 6.7% | −$1.26M | Cut−$1.62M |
| Capital One Finl Corp | — | 86.3K | $15.7M | 6.6% | −$4.14M | Added−$979.1K |
| Amazon Com Inc | AMZN | 73K | $15.2M | 6.4% | −$1.65M | Cut−$5.34M |
| Taiwan Semiconductor Mfg Ltd | — | 44.9K | $15.2M | 6.4% | $1.53M | Cut−$712.7K |
| Nu Hldgs Ltd | — | 940K | $13.5M | 5.7% | −$2.05M | Added−$997.4K |
| Amphenol Corp New | — | 105.2K | $13.3M | 5.6% | −$924.3K | Cut−$1.99M |
| Johnson Ctls Intl Plc | — | 99.4K | $13M | 5.5% | $1.11M | Cut−$1.41M |
| Microsoft Corp | MSFT | 34K | $12.6M | 5.3% | −$3.86M | Cut−$9.05M |
| Coupang, Inc. | CPNG | 618.5K | $11.7M | 4.9% | — | New |
| Lpl Finl Hldgs Inc | — | 34.6K | $10.4M | 4.4% | −$1.95M | Cut−$4.38M |
| Analog Devices Inc | ADI | 29.6K | $9.41M | 3.9% | — | New |
| Nvidia Corp | NVDA | 46.5K | $8.12M | 3.4% | — | New |
| Intuit Inc. | INTU | 16.7K | $7.23M | 3.0% | −$3.85M | Cut−$4.2M |
| Sitime Corp | SITM | 19.3K | $6.65M | 2.8% | — | New |
| Ares Management Corporation | — | 60K | $6.54M | 2.7% | — | New |
| Martin Marietta Matls Inc | — | 10.8K | $6.38M | 2.7% | — | New |
| Nokia Corp | — | 102.9K | $827.3K | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.