Sachem Head Capital Management LP Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$3.0T
Holdings
14
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 3,795,000 | $346.4B | 11.55% | |
| 2 | TWXCHFTIME WARNER INC | 3,660,000 | $346.2B | 11.54% | |
| 3 | METAFACEBOOK INC | 2,060,000 | $329.2B | 10.98% | |
| 4 | WPWORLDPAY INC | 3,250,000 | $267.3B | 8.91% | |
| 5 | CRMSALESFORCE COM INC | 1,955,000 | $227.4B | 7.58% | |
| 6 | LOWLOWES COS INC | 2,525,000 | $221.6B | 7.39% | |
| 7 | ADPAUTOMATIC DATA PROCESSING INC | 1,950,000 | $221.3B | 7.38% | |
| 8 | ZAYOEURZAYO GROUP HLDGS INC | 5,700,000 | $194.7B | 6.49% | |
| 9 | —SHIRE PLC | 1,225,126 | $183.0B | 6.10% | |
| 10 | CDKCDK GLOBAL INC | 2,755,000 | $174.5B | 5.82% | |
| 11 | AABAUSDALTABA INC | 1,970,000 | $145.9B | 4.86% | |
| 12 | PAGSPAGSEGURO DIGITAL LTD | 3,560,000 | $136.4B | 4.55% | |
| 13 | FLT1EURFLEETCOR TECHNOLOGIES INC | 560,000 | $113.4B | 3.78% | |
| 14 | NBISYANDEX N V | 2,325,000 | $91.7B | 3.06% |