Q1 2024 · 13F-HR
NAYA CAPITAL MANAGEMENT UK LTDholdings as filed
Filed 2024-05-15 · accession 0001172661-24-002493
$1.48B
Reported value
7
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 038222105 | AMAT | APPLIED MATLS INC | $342.5M | 23.2% | 1,660,726 | Common | SOLE |
| 92826C839 | V | VISA INC | $335.8M | 22.7% | 1,203,078 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $292.0M | 19.7% | 3,311,521 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $230.3M | 15.6% | 547,500 | CALL | SOLE |
| 099502106 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $176.9M | 12.0% | 1,192,060 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $79.6M | 5.38% | 585,000 | CALL | SOLE |
| G7258M108 | — | PROPERTYGURU GROUP LTD | $21.3M | 1.44% | 5,621,940 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.