NAYA CAPITAL MANAGEMENT UK LTD Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$907.4B
Holdings
13
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,275,829 | $226.7B | 24.98% | |
| 2 | CP.TOCANADIAN PAC RY LTD | 2,435,545 | $162.5B | 17.91% | |
| 3 | IQVIQVIA HLDGS INC | 774,958 | $140.4B | 15.47% | |
| 4 | FERGFERGUSON PLC NEW | 1,056,256 | $108.7B | 11.98% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 1,587,005 | $92.8B | 10.23% | |
| 6 | —ELLIOTT OPPORTUNITY II CORP | 5,000,000 | $49.2B | 5.42% | |
| 7 | LBTYBLIBERTY GLOBAL PLC | 2,439,954 | $40.3B | 4.44% | |
| 8 | —PROPERTYGURU GROUP LTD | 5,621,940 | $25.2B | 2.78% | |
| 9 | —MSD ACQUISITION CORP | 2,500,000 | $24.8B | 2.73% | |
| 10 | —BLUE WHALE ACQUISITION CORP | 2,000,000 | $19.4B | 2.14% | |
| 11 | —LIBERTY MEDIA ACQUISITION CO | 1,738,415 | $17.3B | 1.90% | |
| 12 | —ELLIOTT OPPORTUNITY II CORP | 1,250,000 | $200.0M | 0.02% | |
| 13 | —LIBERTY MEDIA ACQUISITION CO | 347,683 | $1.0M | 0.00% |