13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-004023
Total Value
$1.39B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,440,416 | $331.3M | 23.90% |
| 2 | CANADIAN PACIFIC KANSAS CITY | CP | 3,103,498 | $230.9M | 16.66% |
| 3 | APPLIED MATLS INC | 038222105 | 1,640,306 | $227.1M | 16.38% |
| 4 | MICROSOFT CORP | MSFT | 663,000 | $209.3M | 15.10% |
| 5 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,584,228 | $173.1M | 12.49% |
| 6 | ISHARES TR | 464287739 | 1,745,000 | $136.4M | 9.84% |
| 7 | ISHARES TR | 464287739 | 735,000 | $57.4M | 4.14% |
| 8 | PROPERTYGURU GROUP LTD | G7258M108 | 5,621,940 | $20.6M | 1.48% |