NAYA CAPITAL MANAGEMENT UK LTD Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.0T
Holdings
11
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,335,858 | $277.5B | 26.61% | |
| 2 | IQVIQVIA HLDGS INC | 936,389 | $191.9B | 18.39% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 2,372,073 | $176.9B | 16.96% | |
| 4 | FERGFERGUSON PLC NEW | 1,025,503 | $130.2B | 12.48% | |
| 5 | FWONALIBERTY MEDIA CORP DEL | 1,853,385 | $110.8B | 10.62% | |
| 6 | —ELLIOTT OPPORTUNITY II CORP | 5,000,000 | $50.4B | 4.83% | |
| 7 | ATVIEURACTIVISION BLIZZARD INC | 473,500 | $36.2B | 3.47% | |
| 8 | —MSD ACQUISITION CORP | 2,500,000 | $25.3B | 2.42% | |
| 9 | —PROPERTYGURU GROUP LTD | 5,621,940 | $24.2B | 2.32% | |
| 10 | —BLUE WHALE ACQUISITION CORP | 2,000,000 | $19.6B | 1.88% | |
| 11 | —ELLIOTT OPPORTUNITY II CORP | 1,250,000 | $98.6M | 0.01% |