Saraza Management as of June 30, 2026
Portfolio Holdings for Saraza Management
Saraza Management holds 19 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 7.8 | $20M | 57k | 343.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.1 | $18M | 38k | 477.57 | |
| Capital One Financial (COF) | 7.1 | $18M | 89k | 200.62 | |
| Aon Shs Cl A (AON) | 6.7 | $17M | 51k | 331.69 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 6.7 | $17M | 394k | 42.59 | |
| Johnson Ctls Intl SHS (JCI) | 6.4 | $16M | 110k | 146.11 | |
| Amphenol Corp Cl A (APH) | 6.3 | $16M | 90k | 176.32 | |
| Amazon (AMZN) | 5.7 | $14M | 60k | 238.34 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.4 | $14M | 1.0M | 13.36 | |
| Coupang Cl A (CPNG) | 5.0 | $13M | 718k | 17.37 | |
| Analog Devices (ADI) | 4.9 | $12M | 31k | 397.17 | |
| Amazon Call Call Option | 4.8 | $12M | 50k | 238.34 | |
| Microsoft Corporation (MSFT) | 4.6 | $12M | 31k | 373.02 | |
| NVIDIA Corporation (NVDA) | 4.5 | $11M | 57k | 200.09 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 4.3 | $11M | 96k | 111.31 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 4.0 | $10M | 10k | 965.00 | |
| Union Pacific Corporation (UNP) | 3.3 | $8.2M | 30k | 272.00 | |
| Sitime Corp (SITM) | 2.9 | $7.2M | 9.7k | 745.56 | |
| Lpl Financial Holdings (LPLA) | 2.8 | $6.9M | 25k | 281.68 |
