13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001343
Total Value
$1.04B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,335,858 | $277.5M | 26.61% |
| 2 | IQVIA HLDGS INC | IQV | 936,389 | $191.9M | 18.39% |
| 3 | CANADIAN PAC RY LTD | 13645T100 | 2,372,073 | $176.9M | 16.96% |
| 4 | FERGUSON PLC NEW | G3421J106 | 1,025,503 | $130.2M | 12.48% |
| 5 | LIBERTY MEDIA CORP DEL | FWONB | 1,853,385 | $110.8M | 10.62% |
| 6 | ELLIOTT OPPORTUNITY II CORP | G30092103 | 5,000,000 | $50.4M | 4.83% |
| 7 | ACTIVISION BLIZZARD INC | 00507V109 | 473,500 | $36.2M | 3.47% |
| 8 | MSD ACQUISITION CORP | G5709C109 | 2,500,000 | $25.3M | 2.42% |
| 9 | PROPERTYGURU GROUP LTD | G7258M108 | 5,621,940 | $24.2M | 2.32% |
| 10 | BLUE WHALE ACQUISITION CORP | G1330M103 | 2,000,000 | $19.6M | 1.88% |
| 11 | ELLIOTT OPPORTUNITY II CORP | G30092111 | 1,250,000 | $98,634 | 0.01% |