13F-HR filed by Saraza Management, LP
Saraza Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 15 holding rows worth $258,986,175.
- Accession
- 0001894188-26-000002
- Filer
- CIK 1894188
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 15 entries on the cover page, a total value of $258,986,175 stated on the cover page (in dollars after the unit check, H1), rows summing to $258,986,175 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 |
|---|---|---|---|---|---|---|
| Visa Inc | 92826C839 | COM | 66,800 | $23,427,428 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 64,700 | $22,831,336 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 44,750 | $21,641,995 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 458,500 | $21,040,565 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 89,000 | $20,542,980 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 99,750 | $17,492,160 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 75,250 | $17,226,230 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 69,000 | $16,722,840 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 52,250 | $15,878,253 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 113,000 | $15,270,820 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 41,400 | $14,786,838 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 866,500 | $14,505,210 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 120,500 | $14,429,875 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 102,500 | $11,762,900 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 17,250 | $11,426,745 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001894188-26-000002 | this filing | 2026-02-13 | acceptance time not in the bulk data set |