13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003551
Total Value
$1.24B
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED MATLS INC | 038222105 | 1,586,911 | $374.5M | 30.14% |
| 2 | VISA INC | V | 1,214,581 | $318.8M | 25.65% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 3,337,340 | $262.7M | 21.14% |
| 4 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 1,285,548 | $197.8M | 15.92% |
| 5 | ISHARES TR | 464287432 | 670,000 | $61.5M | 4.95% |
| 6 | PROPERTYGURU GROUP LTD | G7258M108 | 5,621,940 | $27.3M | 2.19% |