Long-term investor
Saraza Management, LP @sarazamanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001894188).
Record
- Tracked since 2025-06-30 (446 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +6.9% · all +6.9%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- V · 7.8% · long · since 2025-06-30
- TSM · 7.1% · long · since 2025-06-30
- COF · 7.1% · long · since 2025-06-30
- AON · 6.7% · long · since 2025-06-30
- 11271J107 · 6.7% · long · since 2025-06-30
- G51502105 · 6.4% · long · since 2025-12-31
- APH · 6.3% · long · since 2025-06-30
- AMZN · 5.7% · long · since 2025-06-30
- NU · 5.4% · long · since 2025-06-30
- CPNG · 5.0% · long · since 2025-06-30
- ADI · 4.9% · long · since 2026-03-31
- 023135906_CALL · 4.8% · long · since 2026-06-30