Saraza Management, LP 13F Holdings
CIK 0001894188 · NEW YORK, NY
As of Sep 30, 2025, Saraza Management, LP reported 14 positions worth $280.7M in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 90,000 | $25.1M | 8.95% |
| MICROSOFT CORP | MSFT | Technology | 47,500 | $24.6M | 8.76% |
| AMAZON.COM INC | AMZN | Equity | 105,000 | $23.1M | 8.21% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 105,000 | $22.3M | 7.95% |
| BROOKFIELD CORP | BN | Financial Services | 325,000 | $22.3M | 7.94% |
| AON PLC | AON | Financial Services | 62,500 | $22.3M | 7.94% |
| DANAHER CORP | DHR | Healthcare | 110,000 | $21.8M | 7.77% |
| VISA INC-CLASS A SHARES | V | Financial Services | 60,000 | $20.5M | 7.30% |
| AMPHENOL CORP-CL A | APH | Technology | 155,000 |