13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003122
Total Value
$1.12B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,354,608 | $321.7M | 28.73% |
| 2 | CANADIAN PACIFIC KANSAS CITY | CP | 2,887,115 | $233.2M | 20.83% |
| 3 | APPLIED MATLS INC | 038222105 | 1,412,918 | $204.2M | 18.24% |
| 4 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,038,507 | $115.9M | 10.35% |
| 5 | MICROSOFT CORP | MSFT | 325,000 | $110.7M | 9.88% |
| 6 | ELLIOTT OPPORTUNITY II CORP | G30092103 | 5,000,000 | $51.8M | 4.63% |
| 7 | AUTOLIV INC | ALV | 433,800 | $36.9M | 3.29% |
| 8 | PROPERTYGURU GROUP LTD | G7258M108 | 5,621,940 | $25.0M | 2.23% |
| 9 | BLUE WHALE ACQUISITION CORP | G1330M103 | 2,000,000 | $20.3M | 1.81% |