Saraza Management, LP reported 265 holdings worth US$670M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Saraza Management, LP reported 265 holdings worth US$670M as of Jun 30, 2026. Largest: Visa Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Capital One Financial Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 265
- Value as reported
- US$670M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Visa Inc. | 57,160 | US$19.6M | 2.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,450 | US$17.9M | 2.7% |
| Capital One Financial Corporation | 89,000 | US$17.9M | 2.7% |
| Brookfield Corporation | 394K | US$16.8M | 2.5% |
| Amphenol Corporation | 89,750 | US$15.8M | 2.4% |
| Amazon.com, Inc. | 59,500 | US$14.2M | 2.1% |
| Nu Holdings Ltd. | 1.02M | US$13.6M | 2.0% |
| Coupang, Inc. | 718K | US$12.5M | 1.9% |
| Analog Devices, Inc. | 30,700 | US$12.2M | 1.8% |
| Microsoft Corp. | 30,725 | US$11.5M | 1.7% |
| Nvidia Corporation | 56,500 | US$11.3M | 1.7% |
| Ares Management Corporation | 95,800 | US$10.7M | 1.6% |
| Union Pacific Corporation | 30,000 | US$8.16M | 1.2% |
| Sitime Corporation | 9,650 | US$7.19M | 1.1% |
| Lpl Financial Holdings Inc. | 24,500 | US$6.9M | 1.0% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Martin Marietta Materials, Inc. | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
| Waste Connections, Inc. | 0 | US$0 | 0.00% |