Institutional Fund
Saraza Management, LP
New York, NYCIK 18941885 filings on record
Portfolio Value
$238.61M
Q1 2026
Holdings
20
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-7.9%
from $258.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Visa Inc8.5%
- Aon PLC7.8%
- Brookfield Corp7.7%
- Waste Connections Inc6.7%
- Capital One Finl Corp6.6%
- Amazon Com Inc6.4%
- Other56.5%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Visa Inc | 66.8K | $20.20M | 8.5% | +50 | Added |
| 2 | Aon PLC | 57.3K | $18.50M | 7.8% | −7.4K | Reduced |
| 3 | Brookfield Corp | 451.5K | $18.27M | 7.7% | −7.0K | Reduced |
| 4 | Waste Connections Inc | 97.7K | $15.87M | 6.7% | −2.0K | Reduced |
| 5 | Capital One Finl Corp | 86.3K | $15.74M | 6.6% | +17.3K | Added |
| 6 | Amazon Com Inc | 73.0K | $15.20M | 6.4% | −16.0K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 44.9K | $15.17M | 6.4% | −7.4K | Reduced |
| 8 | Nu Hldgs Ltd | 940.0K | $13.51M | 5.7% | +73.5K | Added |
| 9 | Amphenol Corp New | 105.2K | $13.29M | 5.6% | −7.8K | Reduced |
| 10 | Johnson Ctls Intl PLC | 99.4K | $13.02M | 5.5% | −21.1K | Reduced |
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