NAYA CAPITAL MANAGEMENT UK LTD Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$882.8T
Holdings
9
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,329,012 | $299.6T | 33.94% | |
| 2 | CP.TOCANADIAN PAC RY LTD | 2,832,654 | $217.9T | 24.69% | |
| 3 | FERGFERGUSON PLC NEW | 781,359 | $104.5T | 11.84% | |
| 4 | IQVIQVIA HLDGS INC | 429,735 | $85.5T | 9.68% | |
| 5 | AMATAPPLIED MATLS INC | 617,996 | $75.9T | 8.60% | |
| 6 | —ELLIOTT OPPORTUNITY II CORP | 5,000,000 | $51.2T | 5.80% | |
| 7 | —PROPERTYGURU GROUP LTD | 5,621,940 | $28.1T | 3.18% | |
| 8 | —BLUE WHALE ACQUISITION CORP | 2,000,000 | $19.9T | 2.25% | |
| 9 | —ELLIOTT OPPORTUNITY II CORP | 1,250,000 | $84.1B | 0.01% |