13F HOLDINGS REPORT
NAYA CAPITAL MANAGEMENT UK LTD
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005195
Total Value
$1.19B
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 1,214,567 | $333.9M | 27.97% |
| 2 | APPLIED MATLS INC | 038222105 | 1,481,937 | $299.4M | 25.08% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 2,768,224 | $236.8M | 19.83% |
| 4 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 978,002 | $159.2M | 13.33% |
| 5 | WOODWARD INC | WWD | 577,224 | $99.0M | 8.29% |
| 6 | ISHARES TR | 464287432 | 670,000 | $65.7M | 5.50% |