Institutions / Saraza Management, LP
Saraza Management, LP
CIK 1894188 · Institution · as of Dec 31, 2025
Portfolio value
$258.99M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $23.43M | 9.0% |
| Aon plc | $22.83M | 8.8% |
| Microsoft Corp | $21.64M | 8.4% |
| Brookfield Corp | $21.04M | 8.1% |
| Amazon.com Inc | $20.54M | 7.9% |
| Waste Connections Inc | $17.49M | 6.8% |
| Danaher Corp /De | $17.23M | 6.7% |
| Capital One Financial Corp | $16.72M | 6.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $15.88M | 6.1% |
| Amphenol Corp /De | $15.27M | 5.9% |
| LPL Financial Holdings Inc. | $14.79M | 5.7% |
| Nu Hldgs Ltd | $14.51M | 5.6% |
| Johnson Controls International plc | $14.43M | 5.6% |
| ATI Inc | $11.76M | 4.5% |
| Intuit Inc. | $11.43M | 4.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.