NAYA CAPITAL MANAGEMENT UK LTD Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.2B
Holdings
6
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (6 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMATAPPLIED MATLS INC | 1,586,911 | $374.5T | 30137081.40% | |
| 2 | VVISA INC | 1,214,581 | $318.8T | 25654359.39% | |
| 3 | CPCANADIAN PACIFIC KANSAS CITY | 3,337,340 | $262.7T | 21144417.49% | |
| 4 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,285,548 | $197.8T | 15921425.05% | |
| 5 | TLTISHARES TR | 670,000 | $61.5T | 4948549.02% | Put |
| 6 | —PROPERTYGURU GROUP LTD | 5,621,940 | $27.3T | 2194234.13% |