NAYA CAPITAL MANAGEMENT UK LTD Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.3T
Holdings
11
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 1,350,509 | $197.5B | 15.45% | Call |
| 2 | FWONALIBERTY MEDIA CORP DELAWARE | 5,017,381 | $187.7B | 14.68% | |
| 3 | ASHASHLAND GLOBAL HLDGS INC | 2,253,688 | $180.2B | 14.10% | Call |
| 4 | ELVANTHEM INC | 602,496 | $170.0B | 13.30% | |
| 5 | GOOGALPHABET INC | 150,344 | $162.5B | 12.71% | |
| 6 | FOXAFOX CORP | 3,255,354 | $119.3B | 9.33% | |
| 7 | HUMHUMANA INC | 341,044 | $90.5B | 7.08% | |
| 8 | BCBRUNSWICK CORP | 1,734,767 | $79.6B | 6.23% | |
| 9 | CNCCENTENE CORP DEL | 825,000 | $43.3B | 3.38% | |
| 10 | REZIRESIDEO TECHNOLOGIES INC | 1,483,840 | $32.5B | 2.54% | |
| 11 | OSVEURVANECK VECTORS ETF TR | 1,030,891 | $15.3B | 1.20% |