NAYA CAPITAL MANAGEMENT UK LTD Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.4T
Holdings
7
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,440,416 | $331.3B | 23.90% | |
| 2 | CPCANADIAN PACIFIC KANSAS CITY | 3,103,498 | $230.9B | 16.66% | |
| 3 | AMATAPPLIED MATLS INC | 1,640,306 | $227.1B | 16.38% | |
| 4 | MSFTMICROSOFT CORP | 663,000 | $209.3B | 15.10% | Call |
| 5 | IYRISHARES TR | 2,480,000 | $193.8B | 13.98% | Put |
| 6 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,584,228 | $173.1B | 12.49% | |
| 7 | —PROPERTYGURU GROUP LTD | 5,621,940 | $20.6B | 1.48% |