Sachem Head Capital Management LP Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$2.2T
Holdings
11
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SHIRE PLC | 1,910,807 | $346.4B | 16.10% | |
| 2 | MSFTMICROSOFT CORP | 2,080,000 | $237.9B | 11.06% | |
| 3 | WPWORLDPAY INC | 2,270,000 | $229.9B | 10.69% | |
| 4 | CRMSALESFORCE COM INC | 1,250,000 | $198.8B | 9.24% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 1,175,000 | $193.6B | 9.00% | |
| 6 | ADSKAUTODESK INC | 1,175,000 | $183.4B | 8.53% | |
| 7 | NXPINXP SEMICONDUCTORS N V | 1,980,000 | $169.3B | 7.87% | |
| 8 | ZAYOEURZAYO GROUP HLDGS INC | 4,820,000 | $167.3B | 7.78% | |
| 9 | CP.TOCANADIAN PAC RY LTD | 705,000 | $149.4B | 6.95% | |
| 10 | NBISYANDEX N V | 4,335,000 | $142.6B | 6.63% | |
| 11 | USFDUS FOODS HLDG CORP | 4,300,000 | $132.5B | 6.16% |