StockDriftsStockDriftsTop 20 Saraza Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | 8.47% | 66.8K | $20.2M | +0.07%(+50) | $285.43(+14.13%) | 2026-03-31 | |
| AON | AON PLC | 7.75% | 57.3K | $18.5M | -11.40%(-7.38K) | $341.39(-7.08%) | 2026-03-31 | |
| BN | BROOKFIELD CORP | 7.66% | 451.5K | $18.3M | -1.53%(-7.00K) | $36.62(+24.36%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 6.65% | 97.7K | $15.9M | -2.06%(-2.05K) | $175.58(-10.80%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 6.6% | 86.3K | $15.7M | +25.07%(+17.30K) | $173.72(+7.74%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.37% | 73.0K | $15.2M | -17.98%(-16.00K) | $144.40(+82.93%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.36% | 44.9K | $15.2M | -14.11%(-7.38K) | $175.37(+130.57%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 5.66% | 940.0K | $13.5M | +8.48%(+73.50K) | $11.63(+4.82%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW | 5.57% | 105.2K | $13.3M | -6.95%(-7.85K) | $67.50(+85.19%) | 2026-03-31 | |
| JCI | JOHNSON CTLS INTL PLC | 5.46% | 99.4K | $13.0M | -17.51%(-21.10K) | $114.85(+24.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.93% | +18.87% |
| Top 20 Holdings Unweighted | +11.62% | +39.07% |
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