Sachem Head Capital Management LP Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$3.1T
Holdings
16
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 12,890,000 | $1.1T | 36.12% | |
| 2 | CELGCELGENE CORP | 1,650,000 | $205.3B | 6.65% | |
| 3 | DELLDELL TECHNOLOGIES INC | 3,110,000 | $199.3B | 6.46% | |
| 4 | CRMSALESFORCE COM INC | 2,130,000 | $175.7B | 5.69% | |
| 5 | GOOGLALPHABET INC | 205,000 | $173.8B | 5.63% | |
| 6 | CHTRCHARTER COMMUNICATIONS INC N | 515,000 | $168.6B | 5.46% | |
| 7 | CMCSACOMCAST CORP NEW | 4,390,000 | $165.0B | 5.35% | |
| 8 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 3,855,000 | $160.9B | 5.22% | |
| 9 | —KATE SPADE & CO | 6,250,000 | $145.2B | 4.70% | |
| 10 | BACBANK AMER CORP | 4,978,000 | $117.4B | 3.81% | |
| 11 | BMYBRISTOL MYERS SQUIBB CO | 2,070,000 | $112.6B | 3.65% | |
| 12 | METAFACEBOOK INC | 575,000 | $81.7B | 2.65% | |
| 13 | HUMHUMANA INC | 375,000 | $77.3B | 2.50% | |
| 14 | ALXNALEXION PHARMACEUTICALS INC | 635,000 | $77.0B | 2.49% | |
| 15 | CITUSDCIT GROUP INC | 1,620,000 | $69.5B | 2.25% | |
| 16 | CDKCDK GLOBAL INC | 650,000 | $42.3B | 1.37% |