NAYA CAPITAL MANAGEMENT UK LTD Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.5T
Holdings
7
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMATAPPLIED MATLS INC | 1,660,726 | $342.5B | 23.17% | |
| 2 | VVISA INC | 1,203,078 | $335.8B | 22.71% | |
| 3 | CPCANADIAN PACIFIC KANSAS CITY | 3,311,521 | $292.0B | 19.75% | |
| 4 | MSFTMICROSOFT CORP | 547,500 | $230.3B | 15.58% | Call |
| 5 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,192,060 | $176.9B | 11.97% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 585,000 | $79.6B | 5.38% | Call |
| 7 | —PROPERTYGURU GROUP LTD | 5,621,940 | $21.3B | 1.44% |