NAYA CAPITAL MANAGEMENT UK LTD Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.3T
Holdings
19
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,129,358 | $222.4B | 16.90% | |
| 2 | IQVIQVIA HLDGS INC | 871,921 | $189.2B | 14.38% | |
| 3 | FWONALIBERTY MEDIA CORP DEL | 2,775,984 | $176.2B | 13.39% | |
| 4 | LBTYBLIBERTY GLOBAL PLC | 6,843,892 | $151.2B | 11.49% | |
| 5 | ASHASHLAND GLOBAL HLDGS INC | 1,175,301 | $121.1B | 9.20% | |
| 6 | FERGFERGUSON PLC NEW | 977,866 | $108.3B | 8.23% | |
| 7 | —BLUESCAPE OPPORTUNITIES ACQU | 9,112,500 | $90.3B | 6.86% | |
| 8 | LBTYBLIBERTY GLOBAL PLC | 3,151,849 | $66.3B | 5.04% | |
| 9 | 0C3ENDEAVOR GROUP HLDGS INC | 2,651,768 | $54.5B | 4.14% | |
| 10 | —ELLIOTT OPPORTUNITY II CORP | 5,000,000 | $48.6B | 3.69% | |
| 11 | —PROPERTYGURU GROUP LTD | 5,621,940 | $25.3B | 1.92% | |
| 12 | —MSD ACQUISITION CORP | 2,500,000 | $24.5B | 1.86% | |
| 13 | —BLUE WHALE ACQUISITION CORP | 2,000,000 | $19.3B | 1.47% | |
| 14 | —LIBERTY MEDIA ACQUISITION CO | 1,738,415 | $17.1B | 1.30% | |
| 15 | —BLUESCAPE OPPORTUNITIES ACQU | 4,689,322 | $984.0M | 0.07% | |
| 16 | —ELLIOTT OPPORTUNITY II CORP | 1,250,000 | $326.0M | 0.02% | |
| 17 | —MSD ACQUISITION CORP | 500,000 | $170.0M | 0.01% | |
| 18 | —LIBERTY MEDIA ACQUISITION CO | 347,683 | $167.0M | 0.01% | |
| 19 | —BLUE WHALE ACQUISITION CORP | 500,000 | $143.0M | 0.01% |