Sachem Head Capital Management LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.6T
Holdings
9
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SHIRE PLC | 2,538,807 | $441.9B | 26.96% | |
| 2 | MSFTMICROSOFT CORP | 2,385,000 | $242.2B | 14.78% | |
| 3 | CRMSALESFORCE COM INC | 1,685,000 | $230.8B | 14.08% | |
| 4 | ADSKAUTODESK INC | 1,290,000 | $165.9B | 10.12% | |
| 5 | WPWORLDPAY INC | 2,120,000 | $162.0B | 9.89% | |
| 6 | USFDUS FOODS HLDG CORP | 4,300,000 | $136.1B | 8.30% | |
| 7 | NXPINXP SEMICONDUCTORS N V | 1,370,000 | $100.4B | 6.13% | |
| 8 | —MELLANOX TECHNOLOGIES LTD | 985,000 | $91.0B | 5.55% | |
| 9 | ZAYOEURZAYO GROUP HLDGS INC | 3,000,000 | $68.5B | 4.18% |