Q2 2024 · 13F-HR
NAYA CAPITAL MANAGEMENT UK LTDholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003551
$1.24B
Reported value
6
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 038222105 | AMAT | APPLIED MATLS INC | $374.5M | 30.1% | 1,586,911 | Common | SOLE |
| 92826C839 | V | VISA INC | $318.8M | 25.7% | 1,214,581 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $262.7M | 21.1% | 3,337,340 | Common | SOLE |
| 099502106 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $197.8M | 15.9% | 1,285,548 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $61.5M | 4.95% | 670,000 | PUT | SOLE |
| G7258M108 | — | PROPERTYGURU GROUP LTD | $27.3M | 2.19% | 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.