Saraza Management, LP: 13F holdings
CIK 18941882026Q2
| Positions | 19 |
|---|
| Reported value | $250.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 19 (-1 vs prior quarter) |
|---|
| Reported value | $250.9m (+5.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V VISA INC | 57,160 | $19.6m | 7.8% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 37,450 | $17.9m | 7.1% |
| COF CAPITAL ONE FINL CORP | 89,000 | $17.9m | 7.1% |
| AON PLC | 50,650 | $16.8m | 6.7% |
| BN BROOKFIELD CORP | 394,150 | $16.8m | 6.7% |
| JOHNSON CTLS INTL PLC | 109,750 | $16.0m | 6.4% |
| APH AMPHENOL CORP NEW | 89,750 | $15.8m | 6.3% |
| AMZN AMAZON COM INC | 59,500 | $14.2m | 5.7% |
| NU HLDGS LTD | 1,017,000 | $13.6m | 5.4% |
| CPNG COUPANG INC | 717,500 | $12.5m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1894188")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples