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CIK 0001894188 • 1 13F filing • May 14, 2025 – May 14, 2025
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=jivedata("saraza-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $20.5M | 7.9%Prev: 8.2% | 89,000 SH | Decreased-16,000 SH |
| AMPHENOL CORP NEW | CL A | $15.3M | 5.9%Prev: 6.8% | 113,000 SH | Decreased-42,000 SH |
| AON PLC | SHS CL A | $22.8M | 8.8%Prev: 7.9% | 64,700 SH | Increased+2,200 SH |
| ATI INC | COM | $11.8M | 4.5%Prev: 6.1% | 102,500 SH | Decreased-107,500 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $21.0M | 8.1%Prev: 7.9% | 458,500 SH | Decreased+133,500 SH |
| CAPITAL ONE FINL CORP | COM | $16.7M | 6.5%Prev: 8.0% | 69,000 SH | Decreased-36,000 SH |
| DANAHER CORPORATION | COM | $17.2M | 6.7%Prev: 7.8% | 75,250 SH | Decreased-34,750 SH |
| INTUIT | COM | $11.4M | 4.4%Prev: 5.2% | 17,250 SH | Decreased-4,250 SH |
| JOHNSON CTLS INTL PLC | SHS | $14.4M | 5.6% | 120,500 SH | New |
| LPL FINL HLDGS INC | COM | $14.8M | 5.7%Prev: 5.9% | 41,400 SH | Decreased-8,600 SH |
| MICROSOFT CORP | COM | $21.6M | 8.4%Prev: 8.8% | 44,750 SH | Decreased-2,750 SH |
| NU HLDGS LTD | ORD SHS CL A | $14.5M | 5.6%Prev: 5.7% | 866,500 SH | Decreased-133,500 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $15.9M | 6.1%Prev: 9.0% | 52,250 SH | Decreased-37,750 SH |
| VISA INC | COM CL A | $23.4M | 9.0%Prev: 7.3% | 66,800 SH | Increased+6,800 SH |
| WASTE CONNECTIONS INC | COM | $17.5M | 6.8% | 99,750 SH | New |
| 13F-HR |
| 0001894188-26-000009 |
| $669.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001894188-25-000010 | $414.0M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001894188-26-000006 | $238.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001894188-25-000005 | $334.9M | View |