Saraza Management, LP
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
18
- Value ($000)
$413,998
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001894188
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INTU INTUIT | COM | 461202103 | $31.51 M | 8 % | 40,000 | ||
BN BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | $29.38 M | 7 % | 475,000 | ||
AON AON PLC | SHS CL A | G0403H108 | $29.17 M | 7 % | 81,750 | ||
COF CAPITAL ONE FINL CORP | COM | 14040H105 | $26.59 M | 6 % | 125,000 | ||
ATD ATI INC | COM | 01741R102 | $26.33 M | 6 % | 305,000 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $26.05 M | 6 % | 115,000 | ||
DHR DANAHER CORPORATION | COM | 235851102 | $25.68 M | 6 % | 130,000 | ||
GEHC GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | $25.18 M | 6 % | 340,000 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $24.37 M | 6 % | 49,000 | ||
AMZN AMAZON COM INC | COM | 023135106 | $23.37 M | 6 % | 106,500 |
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