Saraza Management as of Dec. 31, 2025
Portfolio Holdings for Saraza Management
Saraza Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 9.0 | $23M | 67k | 350.71 | |
| Aon Shs Cl A (AON) | 8.8 | $23M | 65k | 352.88 | |
| Microsoft Corporation (MSFT) | 8.4 | $22M | 45k | 483.62 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 8.1 | $21M | 459k | 45.89 | |
| Amazon (AMZN) | 7.9 | $21M | 89k | 230.82 | |
| Waste Connections (WCN) | 6.8 | $18M | 100k | 175.36 | |
| Danaher Corporation (DHR) | 6.7 | $17M | 75k | 228.92 | |
| Capital One Financial (COF) | 6.5 | $17M | 69k | 242.36 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.1 | $16M | 52k | 303.89 | |
| Amphenol Corp Cl A (APH) | 5.9 | $15M | 113k | 135.14 | |
| Lpl Financial Holdings (LPLA) | 5.7 | $15M | 41k | 357.17 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.6 | $15M | 867k | 16.74 | |
| Johnson Ctls Intl SHS (JCI) | 5.6 | $14M | 121k | 119.75 | |
| Allegheny Technologies Incorporated (ATI) | 4.5 | $12M | 103k | 114.76 | |
| Intuit (INTU) | 4.4 | $11M | 17k | 662.42 |
