The Analysis of Saraza Management, LP's Holdings


Currently, Saraza Management, LP holds 14 types of securities in its portfolio with a total value $280.7M. In the most recent quarter, they have increased their positions in LPLA (+50.0K shares, valued at $16.6M), UNP (+64.0K shares, valued at $15.1M), V (+20.0K shares, valued at $6.8M); decreased their positions in INTU (-18.5K shares, valued at $12.6M), BN (-150.0K shares, valued at $10.3M), NU (-585.0K shares, valued at $9.4M); initiated new positions in LPLA (+50.0K shares, valued at $16.6M), UNP (+64.0K shares, valued at $15.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD90.0K shares-21.74%2025-09-302025-11-14history
MSFT MICROSOFT CORP47.5K shares-3.06%2025-09-302025-11-14history
AMZN AMAZON COM INC105.0K shares-1.41%2025-09-302025-11-14history
COF CAPITAL ONE FINL CORP105.0K shares-16.00%2025-09-302025-11-14history
BN BROOKFIELD CORP325.0K shares-31.58%2025-09-302025-11-14history
AON AON PLC62.5K shares-23.55%2025-09-302025-11-14history
DHR DANAHER CORPORATION110.0K shares-15.38%2025-09-302025-11-14history
V VISA INC60.0K shares50.00%2025-09-302025-11-14history
Sponsored
APH AMPHENOL CORP NEW155.0K shares-22.50%2025-09-302025-11-14history
ATI ATI INC210.0K shares-31.15%2025-09-302025-11-14history
LPLA LPL FINL HLDGS INC50.0K sharesnew addition2025-09-302025-11-14history
NU NU HLDGS LTD1.0M shares-36.91%2025-09-302025-11-14history
UNP UNION PAC CORP64.0K sharesnew addition2025-09-302025-11-14history
INTU INTUIT21.5K shares-46.25%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available