13F-HR filed by Saraza Management, LP
Saraza Management, LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 18 holding rows worth $413,997,635.
- Accession
- 0001894188-25-000010
- Filer
- CIK 1894188
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 18 entries on the cover page, a total value of $413,997,635 stated on the cover page (in dollars after the unit check, H1), rows summing to $413,997,635 with VALUE read as dollars as filed, 13F file number 028-22111. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Intuit Inc. | 461202103 | COM | 40,000 | $31,505,200 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 475,000 | $29,378,750 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 81,750 | $29,165,130 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 125,000 | $26,595,000 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 305,000 | $26,333,700 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 115,000 | $26,046,350 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 130,000 | $25,680,200 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 340,000 | $25,183,800 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 49,000 | $24,373,090 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 106,500 | $23,365,035 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 1,585,000 | $21,746,200 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 650,000 | $21,209,500 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 200,000 | $19,750,000 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 205,000 | $18,040,000 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 575,000 | $17,227,000 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 71,500 | $17,160,000 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 101,000 | $17,036,680 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 40,000 | $14,202,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001894188-25-000010 | this filing | 2025-08-14 | acceptance time not in the bulk data set |