SEC Form 13F

Saraza Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$250,851,673
Positions19

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VISA INCVCOM CL A$19,611,02457,160
TAIWAN SEMICONDUCTOR MFG LTDTSMSPONSORED ADS$17,884,99737,450
CAPITAL ONE FINL CORPCOFCOM$17,855,18089,000
AON PLCAONSHS CL A$16,800,09950,650
BROOKFIELD CORPBNCL A LTD VT SH$16,786,849394,150
JOHNSON CTLS INTL PLCJCISHS$16,035,573109,750
AMPHENOL CORP NEWAPHCL A$15,824,72089,750
AMAZON COM INCAMZNCOM$14,181,23059,500
NU HLDGS LTDNUORD SHS CL A$13,587,1201,017,000
COUPANG INCCPNGCL A$12,462,975717,500

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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