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SARAZA MANAGEMENT, LP

13-F Portfolio Value: $250.85 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 64.2%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
AMZN	AMAZON COM INC (Call)	4.75%	50,000	$11,917,000	50,000	New	$238.34	13F
STX	SEAGATE TECHNOLOGY HLDNGS PL	4%	10,390	$10,026,350	10,390	New	$965	13F
UNP	UNION PAC CORP	3.25%	30,000	$8,160,000	30,000	New	$272	13F