NAYA CAPITAL MANAGEMENT UK LTD Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.2T

Holdings

6

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
AMATAPPLIED MATLS INC
1,586,911$374.5B30.14%
2
VVISA INC
1,214,581$318.8B25.65%
3
CPCANADIAN PACIFIC KANSAS CITY
3,337,340$262.7B21.14%
4
BAHBOOZ ALLEN HAMILTON HLDG COR
1,285,548$197.8B15.92%
5
TLTISHARES TR
670,000$61.5B4.95%Put
6
—PROPERTYGURU GROUP LTD
5,621,940$27.3B2.19%