NAYA CAPITAL MANAGEMENT UK LTD Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$718.2B
Holdings
10
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TWENTY FIRST CENTY FOX INC | 2,741,071 | $127.0B | 17.68% | |
| 2 | ELVANTHEM INC | 389,566 | $106.8B | 14.87% | |
| 3 | FWONALIBERTY MEDIA CORP DELAWARE | 2,758,962 | $102.6B | 14.29% | |
| 4 | HUMHUMANA INC | 242,120 | $82.0B | 11.41% | |
| 5 | GOOGALPHABET INC | 67,070 | $80.0B | 11.15% | |
| 6 | EAELECTRONIC ARTS INC | 509,187 | $61.4B | 8.54% | |
| 7 | ASHASHLAND GLOBAL HLDGS INC | 673,814 | $56.5B | 7.87% | |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 309,800 | $56.0B | 7.80% | |
| 9 | BCBRUNSWICK CORP | 456,215 | $30.6B | 4.26% | |
| 10 | PDCOEURPATTERSON COMPANIES INC | 628,647 | $15.4B | 2.14% |