NAYA CAPITAL MANAGEMENT UK LTD Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1119.6T
Holdings
9
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,354,608 | $321.7T | 28.73% | |
| 2 | CPCANADIAN PACIFIC KANSAS CITY | 2,887,115 | $233.2T | 20.83% | |
| 3 | AMATAPPLIED MATLS INC | 1,412,918 | $204.2T | 18.24% | |
| 4 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,038,507 | $115.9T | 10.35% | |
| 5 | MSFTMICROSOFT CORP | 325,000 | $110.7T | 9.88% | Call |
| 6 | —ELLIOTT OPPORTUNITY II CORP | 5,000,000 | $51.8T | 4.63% | |
| 7 | ALVAUTOLIV INC | 433,800 | $36.9T | 3.29% | Put |
| 8 | —PROPERTYGURU GROUP LTD | 5,621,940 | $25.0T | 2.23% | |
| 9 | —BLUE WHALE ACQUISITION CORP | 2,000,000 | $20.3T | 1.81% |