Sachem Head Capital Management LP Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$2.6T
Holdings
13
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 12,890,000 | $954.0B | 36.49% | |
| 2 | SBACSBA COMMUNICATIONS CORP | 1,785,000 | $184.3B | 7.05% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | 629,692 | $181.3B | 6.94% | |
| 4 | GOOGLALPHABET INC | 205,000 | $162.5B | 6.21% | |
| 5 | CELGCELGENE CORP | 1,345,000 | $155.7B | 5.96% | |
| 6 | CMCSACOMCAST CORP NEW | 2,195,000 | $151.6B | 5.80% | |
| 7 | CDKCDK GLOBAL INC | 2,519,305 | $150.4B | 5.75% | |
| 8 | CRMSALESFORCE COM INC | 2,130,000 | $145.8B | 5.58% | |
| 9 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 3,855,000 | $145.2B | 5.56% | |
| 10 | DELLDELL TECHNOLOGIES INC | 2,350,134 | $129.2B | 4.94% | |
| 11 | ALXNALEXION PHARMACEUTICALS INC | 935,000 | $114.4B | 4.38% | |
| 12 | BACBANK AMER CORP | 4,978,000 | $110.0B | 4.21% | |
| 13 | —SHIRE PLC | 175,000 | $29.8B | 1.14% |