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Saraza Management, LP
特别关注No.6364 数据截至 2026Q2环比变动 Q1 2026
+$1,223.7万+5.1%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 VisaV |
| 7.82% | 8.47% | $1,961.1万 | 5.7万股 | $2,020.5万 | 6.7万股 | -9,690股-14.50% | 减仓 |
 台积电TSM |
| 7.13% | 6.36% | $1,788.5万 | 3.7万股 | $1,516.6万 | 4.5万股 | -7,425股-16.55% | 减仓 |
 第一资本COF |
| 7.12% | 6.6% | $1,785.5万 | 8.9万股 | $1,574.4万 | 8.6万股 | +2,700股+3.13% | 加仓 |
 AON SHS CL AAON |
| 6.7% | 7.75% | $1,680.0万 | 5.1万股 | $1,850.3万 | 5.7万股 | -6,675股-11.64% | 减仓 |
 布鲁克菲尔德BN |
| 6.69% | 7.66% | $1,678.7万 | 39.4万股 | $1,827.2万 | 45.2万股 | -5.7万股-12.70% | 减仓 |
 江森自控JCI |
| 6.39% | 5.46% | $1,603.6万 | 11.0万股 | $1,301.6万 | 9.9万股 | +1.0万股+10.41% | 加仓 |
 安费诺APH |
| 6.31% | 5.57% | $1,582.5万 | 9.0万股 | $1,328.6万 | 10.5万股 | -1.5万股-14.65% | 减仓 |
 亚马逊AMZN |
| 5.65% | 6.37% | $1,418.1万 | 6.0万股 | $1,520.4万 | 7.3万股 | -1.4万股-18.49% | 减仓 |
 NubankNU |
| 5.42% | 5.66% | $1,358.7万 | 101.7万股 | $1,350.8万 | 94.0万股 | +7.7万股+8.19% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 4.97% | 4.89% | $1,246.3万 | 71.8万股 | $1,167.8万 | 61.9万股 | +9.9万股+16.00% | 加仓 |
 ANALOG DEVICES COMADI |
| 4.86% | 3.94% | $1,219.3万 | 3.1万股 | $940.9万 | 3.0万股 | +1,125股+3.80% | 加仓 |
 亚马逊AMZN |
| 4.75% | — | $1,191.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 微软MSFT |
| 4.57% | 5.28% | $1,146.1万 | 3.1万股 | $1,259.5万 | 3.4万股 | -3,300股-9.70% | 减仓 |
 英伟达NVDA |
| 4.51% | 3.4% | $1,130.5万 | 5.7万股 | $811.8万 | 4.7万股 | +9,950股+21.37% | 加仓 |
 Ares管理ARES |
| 4.25% | 2.74% | $1,066.3万 | 9.6万股 | $654.1万 | 6.0万股 | +3.6万股+59.80% | 加仓 |
 希捷STX |
| 4% | — | $1,002.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 联合太平洋铁路UNP |
| 3.25% | — | $816.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 SITIMESITM |
| 2.87% | 2.79% | $719.5万 | 9,650股 | $664.8万 | 1.9万股 | -9,600股-49.87% | 减仓 |
 LPL金融LPLA |
| 2.75% | 4.36% | $690.1万 | 2.5万股 | $1,040.9万 | 3.5万股 | -1.0万股-29.19% | 减仓 |
