Holdings
Saraza Management, LP
As of Jun 30, 2026, Saraza Management, LP reported 15 positions worth US$196M. Largest: Visa Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Capital One Financial Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Visa Inc. | 57,160 | US$19.6M | −9,690 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 37,450 | US$17.9M | −7,425 | Jun 30, 2026 |
| Capital One Financial Corporation | 89,000 | US$17.9M | +2,700 | Jun 30, 2026 |
| Brookfield Corporation | 394K | US$16.8M | −57,350 | Jun 30, 2026 |
| Amphenol Corporation | 89,750 | US$15.8M | −15,400 | Jun 30, 2026 |
| Amazon.com, Inc. | 59,500 | US$14.2M | −13,500 | Jun 30, 2026 |
| Nu Holdings Ltd. | 1.02M | US$13.6M | +77,000 | Jun 30, 2026 |
| Coupang, Inc. | 718K | US$12.5M | +98,950 | Jun 30, 2026 |
| Analog Devices, Inc. | 30,700 | US$12.2M | +1,125 | Jun 30, 2026 |
| Microsoft Corp. | 30,725 | US$11.5M | −3,300 | Jun 30, 2026 |