Saraza Management, LP

NEW YORK, NY · CIK 1894188 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · partnership

Assets managed$366.5m
Staff8 · 4 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $340.1m gross assets
Websitesarazamgmt.com
Form ADV · 2026-09-01SEC adviser record

Legal entitySARAZA MANAGEMENT LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

US visa salary filings

Filings FY20262
Median salary offered$175,000
Middle half$157,500 – $192,500
Job titles1

Job title	Filings	Median	Range
AnalystNew York, NY	2	$175,000	$140,000 – $215,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Saraza Management LP.

$238.9m reported value +0.1% vs Q1 2026

18positions

67.4%in top 10

2 new 7 added 9 reduced 4 sold out vs Q1 2026

Options: 1 call positions ($11.9m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VISA INC COM CL A V	V	57,160	$19.6m8.21%	8.21%	Reduced -9.7k	-9,690 -14.5%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	37,450	$17.9m7.49%	7.49%	Reduced -7.4k	-7,425 -16.6%
3	CAPITAL ONE FINL CORP COM COF	COF	89,000	$17.9m7.47%	7.47%	Added +2.7k	+2,700 3.1%
4	AON PLC SHS CL A AON	AON	50,650	$16.8m7.03%	7.03%	Reduced -6.7k	-6,675 -11.6%
5	BROOKFIELD CORP CL A LTD VT SH BN	BN	394,150	$16.8m7.03%	7.03%	Reduced -57.4k	-57,350 -12.7%
6	JOHNSON CTLS INTL PLC SHS JCI	JCI	109,750	$16.0m6.71%	6.71%	Added +10.3k	+10,350 10.4%
7	AMPHENOL CORP CL A APH	APH	89,750	$15.8m6.62%	6.62%	Reduced -15.4k	-15,400 -14.7%
8	AMAZON COM INC COM AMZN	AMZN	59,500	$14.2m5.94%	5.94%	Reduced -13.5k	-13,500 -18.5%
9	NU HLDGS LTD ORD SHS CL A NU	NU	1,017,000	$13.6m5.69%	5.69%	Added +77.0k	+77,000 8.2%
10	COUPANG INC CL A CPNG	CPNG	717,500	$12.5m5.22%	5.22%	Added +99.0k	+98,950 16.0%
11	ANALOG DEVICES INC COM ADI	ADI	30,700	$12.2m5.10%	5.10%	Added +1.1k	+1,125 3.8%
12	MICROSOFT CORP COM MSFT	MSFT	30,725	$11.5m4.80%	4.80%	Reduced -3.3k	-3,300 -9.7%
13	NVIDIA CORPORATION COM NVDA	NVDA	56,500	$11.3m4.73%	4.73%	Added +9.9k	+9,950 21.4%
14	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	95,800	$10.7m4.46%	4.46%	Added +35.9k	+35,850 59.8%
15	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	10,390	$10.0m4.20%	4.20%	New
16	UNION PAC CORP COM UNP	UNP	30,000	$8.2m3.42%	3.42%	New
17	SITIME CORP COM SITM	SITM	9,650	$7.2m3.01%	3.01%	Reduced -9.6k	-9,600 -49.9%
18	LPL FINL HLDGS INC COM LPLA	LPLA	24,500	$6.9m2.89%	2.89%	Reduced -10.1k	-10,100 -29.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WASTE CONNECTIONS INC WCN	WCN	97,700	$15.9m97.7k shares
INTUIT INTU	INTU	16,725	$7.2m16.7k shares
MARTIN MARIETTA MATLS INC MLM	MLM	10,845	$6.4m10.8k shares
NOKIA CORP NOK	NOK	102,900	$827.3k102.9k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
AMAZON COM INC AMZN · Call	AMZN	Call	50,000	$11.9m50.0k shares	New