account_balance

Investment manager · 13F filer · SEC CIK 1894188

Saraza Management, LP

Reported value$292Mas of Sep 30, 2026
Positions19 3 new, 2 sold out
Top 10 weight64.6%TSM alone is 9%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 8.7% Added +49%V Visa Inc. 7.7% Added +9%ADI Analog Devices Inc 7.3% Added +75%AMZN Amazon.com Inc 6.8% Added +34%COF Capital One Financial Corp 5.9% HeldAPH Amphenol Corp 5.9% Added +14%BN Brookfield Corp 5.7% Added +15%NVDA NVIDIA Corp 5.6% Added +28%JCI Johnson Controls International PLC 5.6% HeldMSFT Microsoft Corp 5.4% HeldAON Aon PLC 5.3% Added +11%MAIR Madison Air Solutions Corp 4.8% New

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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