Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Saraza Management, LP (CIK 1894188) reported $238.6M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: V ($20.2M, 8.47%), AON ($18.5M, 7.75%), BN ($18.3M, 7.66%), WCN ($15.9M, 6.65%), COF ($15.7M, 6.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $20.2M | 8.47% | 66,850 | Added |
| 2 | AON | AON PLC | $18.5M | 7.75% | 57,325 | Trimmed |
| 3 | BN | BROOKFIELD CORP | $18.3M | 7.66% | 451,500 | Trimmed |
| 4 | WCN | WASTE CONNECTIONS INC | $15.9M | 6.65% | 97,700 | Trimmed |
| 5 | COF | CAPITAL ONE FINL CORP | $15.7M | 6.60% | 86,300 | Added |
| 6 | AMZN | AMAZON COM INC | $15.2M | 6.37% | 73,000 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $15.2M | 6.36% | 44,875 | Trimmed |
| 8 | NU | NU HLDGS LTD | $13.5M | 5.66% | 940,000 | Added |
| 9 | APH | AMPHENOL CORP NEW | $13.3M | 5.57% | 105,150 | Trimmed |
| 10 | JCI | JOHNSON CTLS INTL PLC | $13.0M | 5.46% | 99,400 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $12.6M | 5.28% | 34,025 | Trimmed |
| 12 | CPNG | COUPANG INC | $11.7M | 4.89% | 618,550 | New |
| 13 | LPLA | LPL FINL HLDGS INC | $10.4M | 4.36% | 34,600 | Trimmed |
| 14 | ADI | ANALOG DEVICES INC | $9.4M | 3.94% | 29,575 | New |
| 15 | NVDA | NVIDIA CORPORATION | $8.1M | 3.40% | 46,550 | New |
| 16 | INTU | INTUIT | $7.2M | 3.03% | 16,725 | Trimmed |
| 17 | SITM | SITIME CORP | $6.6M | 2.79% | 19,250 | New |
| 18 | ARES | ARES MANAGEMENT CORPORATION | $6.5M | 2.74% | 59,950 | New |
| 19 | MLM | MARTIN MARIETTA MATLS INC | $6.4M | 2.68% | 10,845 | New |
| 20 | NOK | NOKIA CORP | $827,316 | 0.35% | 102,900 | New |
| 21 | ATI | ATI INC | $0 | 0.00% | 0 | Exited |
| 22 | DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31