LTS One Management
Latest statistics and disclosures from Saraza Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are V, AON, BN, WCN, COF, and represent 37.13% of Saraza Management's stock portfolio.
- Added to shares of these 10 stocks: CPNG (+$12M), ADI (+$9.4M), NVDA (+$8.1M), SITM (+$6.6M), ARES (+$6.5M), MLM (+$6.4M), COF, NU, NOK, V.
- Started 7 new stock positions in ADI, NOK, MLM, CPNG, NVDA, SITM, ARES.
- Reduced shares in these 10 stocks: DHR (-$17M), , MSFT, AMZN, JCI, TSM, AON, LPLA, APH, WCN.
- Sold out of its positions in ATI, DHR.
- Saraza Management was a net buyer of stock by $6.0M.
- Saraza Management has $239M in assets under management (AUM), dropping by -7.87%.
- Central Index Key (CIK): 0001894188
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Portfolio Holdings for Saraza Management
Saraza Management holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Visa Com Cl A (V) | 8.5 | $20M | 67k | 302.24 |
|
|
| Aon Shs Cl A (AON) | 7.8 | $19M | -11% | 57k | 322.78 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.7 | $18M | 452k | 40.47 |
|
|
| Waste Connections (WCN) | 6.7 | $16M | -2% | 98k | 162.44 |
|
| Capital One Financial (COF) | 6.6 | $16M | +25% | 86k | 182.43 |
|
| Amazon (AMZN) | 6.4 | $15M | -17% | 73k | 208.27 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.4 | $15M | -14% | 45k | 337.95 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 5.7 | $14M | +8% | 940k | 14.37 |
|
| Amphenol Corp Cl A (APH) | 5.6 | $13M | -6% | 105k | 126.35 |
|
| Johnson Ctls Intl SHS (JCI) | 5.5 | $13M | -17% | 99k | 130.95 |
|
| Microsoft Corporation (MSFT) | 5.3 | $13M | -23% | 34k | 370.17 |
|
| Coupang Cl A (CPNG) | 4.9 | $12M | NEW | 619k | 18.88 |
|
| Lpl Financial Holdings (LPLA) | 4.4 | $10M | -16% | 35k | 300.83 |
|
| Analog Devices (ADI) | 3.9 | $9.4M | NEW | 30k | 318.14 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $8.1M | NEW | 47k | 174.40 |
|
| Intuit (INTU) | 3.0 | $7.2M | -3% | 17k | 432.38 |
|
| Sitime Corp (SITM) | 2.8 | $6.6M | NEW | 19k | 345.35 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 2.7 | $6.5M | NEW | 60k | 109.10 |
|
| Martin Marietta Materials (MLM) | 2.7 | $6.4M | NEW | 11k | 588.68 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.3 | $827k | NEW | 103k | 8.04 |
|
Past Filings by Saraza Management
SEC 13F filings are viewable for Saraza Management going back to 2021
- Saraza Management 2026 Q1 filed May 14, 2026
- Saraza Management 2025 Q4 filed Feb. 13, 2026
- Saraza Management 2025 Q3 filed Nov. 14, 2025
- Saraza Management 2025 Q2 filed Aug. 14, 2025
- LTS One Management 2025 Q1 filed May 14, 2025
- LTS One Management 2024 Q4 filed Feb. 13, 2025
- LTS One Management 2024 Q3 filed Nov. 14, 2024
- LTS One Management 2024 Q2 filed Aug. 13, 2024
- LTS One Management 2024 Q1 filed May 15, 2024
- LTS One Management 2023 Q3 filed Nov. 14, 2023
- LTS One Management 2023 Q2 filed Aug. 14, 2023
- LTS One Management 2023 Q1 filed May 12, 2023
- LTS One Management 2022 Q4 filed Feb. 14, 2023
- LTS One Management 2022 Q3 filed Nov. 14, 2022
- LTS One Management 2022 Q2 filed July 25, 2022
- LTS One Management 2022 Q1 filed May 16, 2022