Saraza Management as of March 31, 2026
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 | 57k | 322.78 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.7 | $18M | 452k | 40.47 | |
| Waste Connections (WCN) | 6.7 | $16M | 98k | 162.44 | |
| Capital One Financial (COF) | 6.6 | $16M | 86k | 182.43 | |
| Amazon (AMZN) | 6.4 | $15M | 73k | 208.27 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.4 | $15M | 45k | 337.95 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.7 | $14M | 940k | 14.37 | |
| Amphenol Corp Cl A (APH) | 5.6 | $13M | 105k | 126.35 | |
| Johnson Ctls Intl SHS (JCI) | 5.5 | $13M | 99k | 130.95 | |
| Microsoft Corporation (MSFT) | 5.3 | $13M | 34k | 370.17 | |
| Coupang Cl A (CPNG) | 4.9 | $12M | 619k | 18.88 | |
| Lpl Financial Holdings (LPLA) | 4.4 | $10M | 35k | 300.83 | |
| Analog Devices (ADI) | 3.9 | $9.4M | 30k | 318.14 | |
| NVIDIA Corporation (NVDA) | 3.4 | $8.1M | 47k | 174.40 | |
| Intuit (INTU) | 3.0 | $7.2M | 17k | 432.38 | |
| Sitime Corp (SITM) | 2.8 | $6.6M | 19k | 345.35 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 2.7 | $6.5M | 60k | 109.10 | |
| Martin Marietta Materials (MLM) | 2.7 | $6.4M | 11k | 588.68 | |
| Nokia Corp Sponsored Adr (NOK) | 0.3 | $827k | 103k | 8.04 |
