Saraza Management as of Sept. 30, 2025
Portfolio Holdings for Saraza Management
Saraza Management holds 14 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.0 | $25M | 90k | 279.29 | |
| Microsoft Corporation (MSFT) | 8.8 | $25M | 48k | 517.95 | |
| Amazon (AMZN) | 8.2 | $23M | 105k | 219.57 | |
| Capital One Financial (COF) | 8.0 | $22M | 105k | 212.58 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.9 | $22M | 325k | 68.58 | |
| Aon Shs Cl A (AON) | 7.9 | $22M | 63k | 356.58 | |
| Danaher Corporation (DHR) | 7.8 | $22M | 110k | 198.26 | |
| Visa Com Cl A (V) | 7.3 | $21M | 60k | 341.38 | |
| Amphenol Corp Cl A (APH) | 6.8 | $19M | 155k | 123.75 | |
| Allegheny Technologies Incorporated (ATI) | 6.1 | $17M | 210k | 81.34 | |
| Lpl Financial Holdings (LPLA) | 5.9 | $17M | 50k | 332.69 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.7 | $16M | 1.0M | 16.01 | |
| Union Pacific Corporation (UNP) | 5.4 | $15M | 64k | 236.37 | |
| Intuit (INTU) | 5.2 | $15M | 22k | 682.91 |
