Saraza Management, LP — 13F holdings

Saraza Management, LP reported 19 holdings worth $251M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. V Visa Inc — $19.6M (7.8%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $17.9M (7.1%)
3. COF CAPITAL ONE FINL CORP — $17.9M (7.1%)
4. AON AON PLC — $16.8M (6.7%)
5. BN Brookfield Corp — $16.8M (6.7%)
6. JCI JOHNSON CTLS INTL PLC — $16.0M (6.4%)
7. APH AMPHENOL CORP NEW — $15.8M (6.3%)
8. AMZN AMAZON COM INC — $14.2M (5.7%)
9. NU NU HLDGS LTD — $13.6M (5.4%)
10. CPNG COUPANG INC — $12.5M (5.0%)