13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002493
Total Value
$1.48B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED MATLS INC | 038222105 | 1,660,726 | $342.5M | 23.17% |
| 2 | VISA INC | V | 1,203,078 | $335.8M | 22.71% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 3,311,521 | $292.0M | 19.75% |
| 4 | MICROSOFT CORP | MSFT | 547,500 | $230.3M | 15.58% |
| 5 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,192,060 | $176.9M | 11.97% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 585,000 | $79.6M | 5.38% |
| 7 | PROPERTYGURU GROUP LTD | G7258M108 | 5,621,940 | $21.3M | 1.44% |