13F Insight
DOSSIER · 13F-HR · Q1 2026

Saraza Management, LP

$239M in tracked AUM across 20 positions as of Q1 2026.

SM
CIK 0001894188 · last filed Mar 31, 2026
Total AUM
$239M
as of Q1 2026
Holdings
20
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Saraza Management, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
V
VISA INC
$20M67K8.5%02
G0403H108
AON PLC
$19M57K7.8%03
BN
BROOKFIELD CORP
$18M452K7.7%04
WCN
WASTE CONNECTIONS INC
$16M98K6.7%05
COF
CAPITAL ONE FINL CORP
$16M86K6.6%06
AMZN
AMAZON COM INC
$15M73K6.4%07
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$15M45K6.4%08
G6683N103
NU HLDGS LTD
$14M940K5.7%09
APH
AMPHENOL CORP NEW
$13M105K5.6%10
G51502105
JOHNSON CTLS INTL PLC
$13M99K5.5%

Filing history

2026Q1Mar 31
$239M▼ 7.9%
20 positionsView →2025Q4Dec 31
$259M▼ 7.7%
15 positionsView →2025Q3Sep 30
$281M▼ 32.2%
14 positionsView →2025Q2Jun 30
$414M▲ 23.6%
18 positionsLocked2025Q1Mar 31
$335M▼ 6.6%
22 positionsLocked2024Q4Dec 31
$359M▲ 3.8%
17 positionsLocked2024Q3Sep 30
$345M▼ 1.6%
17 positionsLocked2024Q2Jun 30
$351M▼ 19.4%
13 positionsLocked2024Q1Mar 31
$435M▲ 1.7%
17 positionsLocked2023Q4Dec 31
$428M▼ 5.9%
15 positionsLocked2023Q3Sep 30
$455M▼ 23.2%
14 positionsLocked2023Q2Jun 30
$592M▼ 2.0%
11 positionsLocked
Showing 12 of 18