Sachem Head Capital Management LP Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$2.2T
Holdings
11
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 6,640,000 | $669.4B | 30.68% | |
| 2 | MSFTMICROSOFT CORP | 3,530,000 | $243.3B | 11.15% | |
| 3 | GOOGLALPHABET INC | 205,000 | $190.6B | 8.73% | |
| 4 | DELLDELL TECHNOLOGIES INC | 3,110,000 | $190.1B | 8.71% | |
| 5 | CRMSALESFORCE COM INC | 2,130,000 | $184.5B | 8.45% | |
| 6 | CMCSACOMCAST CORP NEW | 4,390,000 | $170.9B | 7.83% | |
| 7 | —SHIRE PLC | 775,000 | $128.1B | 5.87% | |
| 8 | ZAYOEURZAYO GROUP HLDGS INC | 4,000,000 | $123.6B | 5.66% | |
| 9 | CHTRCHARTER COMMUNICATIONS INC N | 350,000 | $117.9B | 5.40% | |
| 10 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 2,855,000 | $111.9B | 5.13% | |
| 11 | —TESARO INC | 373,136 | $52.2B | 2.39% |