Sachem Head Capital Management LP Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$2.1T
Holdings
13
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 4,050,000 | $301.7B | 14.33% | |
| 2 | DELLDELL TECHNOLOGIES INC | 3,110,000 | $240.1B | 11.40% | |
| 3 | GOOGLALPHABET INC | 245,000 | $238.6B | 11.33% | |
| 4 | CMCSACOMCAST CORP NEW | 5,875,000 | $226.1B | 10.73% | |
| 5 | CRMSALESFORCE COM INC | 2,130,000 | $199.0B | 9.45% | |
| 6 | ZAYOEURZAYO GROUP HLDGS INC | 5,700,000 | $196.2B | 9.32% | |
| 7 | —SHIRE PLC | 1,240,000 | $189.9B | 9.02% | |
| 8 | NXPINXP SEMICONDUCTORS N V | 1,350,000 | $152.7B | 7.25% | |
| 9 | —VANTIV INC | 2,125,000 | $149.7B | 7.11% | |
| 10 | CDKCDK GLOBAL INC | 1,270,000 | $80.1B | 3.80% | |
| 11 | CARSCARS COM INC | 2,000,000 | $53.2B | 2.53% | |
| 12 | —TESARO INC | 305,000 | $39.4B | 1.87% | |
| 13 | ADSKAUTODESK INC | 350,000 | $39.3B | 1.87% |