Saraza Management, LP
CIK 1894188
13F filing for Q2 2026・No. 3,291
- Holdings
- US$669.72M
- Quarter change
- +US$431.1M
- Entries
- 265
- Net bought (estimate)
- −US$22.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 4
- Cut 8
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
18 stocks worth US$238.93M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VVISA INCCOM CL A | Cut | 57,160 | US$19.61M | 8.21% |
| TSMTSMC ADRSPONSORED ADS | Cut | 37,450 | US$17.88M | 7.49% |
| COFCAPITAL ONE FINL CORPCOM | Added | 89,000 | US$17.86M | 7.47% |
| AONAON PLCSHS CL A | Cut | 50,650 | US$16.8M | 7.03% |
| BNBROOKFIELD CORPCL A LTD VT SH | Cut | 394,150 | US$16.79M | 7.03% |
| JCIJOHNSON CTLS INTL PLCSHS | Added | 109,750 | US$16.04M | 6.71% |
| APHAMPHENOL CORP NEWCL A | Cut | 89,750 | US$15.82M | 6.62% |
| AMZNAmazonCOM | Cut | 59,500 | US$14.18M | 5.94% |
| NUNU HLDGS LTDORD SHS CL A | Added | 1,017,000 | US$13.59M | 5.69% |
| CPNGCOUPANG INCCL A | Added | 717,500 | US$12.46M | 5.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.