Saraza Management as of June 30, 2025
Portfolio Holdings for Saraza Management
Saraza Management holds 18 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intuit (INTU) | 7.6 | $32M | 40k | 787.63 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.1 | $29M | 475k | 61.85 | |
| Aon Shs Cl A (AON) | 7.0 | $29M | 82k | 356.76 | |
| Capital One Financial (COF) | 6.4 | $27M | 125k | 212.76 | |
| Allegheny Technologies Incorporated (ATI) | 6.4 | $26M | 305k | 86.34 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.3 | $26M | 115k | 226.49 | |
| Danaher Corporation (DHR) | 6.2 | $26M | 130k | 197.54 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 6.1 | $25M | 340k | 74.07 | |
| Microsoft Corporation (MSFT) | 5.9 | $24M | 49k | 497.41 | |
| Amazon (AMZN) | 5.6 | $23M | 107k | 219.39 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.3 | $22M | 1.6M | 13.72 | |
| CSX Corporation (CSX) | 5.1 | $21M | 650k | 32.63 | |
| Amphenol Corp Cl A (APH) | 4.8 | $20M | 200k | 98.75 | |
| Transunion (TRU) | 4.4 | $18M | 205k | 88.00 | |
| Coupang Cl A (CPNG) | 4.2 | $17M | 575k | 29.96 | |
| Workday Cl A (WDAY) | 4.1 | $17M | 72k | 240.00 | |
| Expedia Group Com New (EXPE) | 4.1 | $17M | 101k | 168.68 | |
| Visa Com Cl A (V) | 3.4 | $14M | 40k | 355.05 |
