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SARAZA MANAGEMENT, LP

13-F Portfolio Value: $238.61 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 66.55%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
V	VISA INC	8.47%	66,850	$20,204,744	50	0.07%	$302.24	13F
COF	CAPITAL ONE FINL CORP	6.6%	86,300	$15,743,709	17,300	25.07%	$182.43	13F
NU	NU HLDGS LTD	5.66%	940,000	$13,507,800	73,500	8.48%	$14.37	13F