NAYA CAPITAL MANAGEMENT UK LTD Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.2T

Holdings

6

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
VVISA INC
1,214,567$333.9B27.97%
2
AMATAPPLIED MATLS INC
1,481,937$299.4B25.08%
3
CPCANADIAN PACIFIC KANSAS CITY
2,768,224$236.8B19.83%
4
BAHBOOZ ALLEN HAMILTON HLDG COR
978,002$159.2B13.33%
5
WWDWOODWARD INC
577,224$99.0B8.29%
6
TLTISHARES TR
670,000$65.7B5.50%Put