13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002223
Total Value
$882.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,329,012 | $299.6M | 33.94% |
| 2 | CANADIAN PAC RY LTD | 13645T100 | 2,832,654 | $217.9M | 24.69% |
| 3 | FERGUSON PLC NEW | G3421J106 | 781,359 | $104.5M | 11.84% |
| 4 | IQVIA HLDGS INC | IQV | 429,735 | $85.5M | 9.68% |
| 5 | APPLIED MATLS INC | 038222105 | 617,996 | $75.9M | 8.60% |
| 6 | ELLIOTT OPPORTUNITY II CORP | G30092103 | 5,000,000 | $51.2M | 5.80% |
| 7 | PROPERTYGURU GROUP LTD | G7258M108 | 5,621,940 | $28.1M | 3.18% |
| 8 | BLUE WHALE ACQUISITION CORP | G1330M103 | 2,000,000 | $19.9M | 2.25% |
| 9 | ELLIOTT OPPORTUNITY II CORP | G30092111 | 1,250,000 | $84,057 | 0.01% |