NAYA CAPITAL MANAGEMENT UK LTD Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.4T

Holdings

5

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
AMATAPPLIED MATLS INC
2,706,855$495.5B34.48%
2
WWDWOODWARD INC
1,395,805$342.1B23.80%
3
FERGFERGUSON ENTERPRISES INC
1,269,734$276.5B19.24%
4
UNHUNITEDHEALTH GROUP INC
609,376$190.1B13.23%
5
HYGISHARES TR
1,648,000$132.9B9.25%Put