Saraza Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Saraza Management, LP held in its portfolio 15 assets valued at $258,986,175 (i.e. $258.99M).

The most valuable assets in the portfolio included: VISA INC ($23.43M), AON PLC ($22.83M), and MICROSOFT CORP ($21.64M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Saraza Management, LP Portfolio

VISA INC

AON PLC

MICROSOFT CORP

BROOKFIELD CORP

AMAZON COM INC

WASTE CONNECTIONS INC

DANAHER CORPORATION

CAPITAL ONE FINL CORP

TAIWAN SEMICONDUCTOR MFG LTD

AMPHENOL CORP NEW

Saraza Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VISA INC	66800	23427428	COM CL A
AON PLC	64700	22831336	SHS CL A
MICROSOFT CORP	44750	21641995	COM
BROOKFIELD CORP	458500	21040565	CL A LTD VT SH
AMAZON COM INC	89000	20542980	COM
WASTE CONNECTIONS INC	99750	17492160	COM
DANAHER CORPORATION	75250	17226230	COM
CAPITAL ONE FINL CORP	69000	16722840	COM
TAIWAN SEMICONDUCTOR MFG LTD	52250	15878253	SPONSORED ADS
AMPHENOL CORP NEW	113000	15270820	CL A
LPL FINL HLDGS INC	41400	14786838	COM
NU HLDGS LTD	866500	14505210	ORD SHS CL A
JOHNSON CTLS INTL PLC	120500	14429875	SHS
ATI INC	102500	11762900	COM
INTUIT	17250	11426745	COM