NAYA CAPITAL MANAGEMENT UK LTD Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.5T
Holdings
7
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,362,208 | $354.7B | 23.60% | |
| 2 | CPCANADIAN PACIFIC KANSAS CITY | 3,751,029 | $296.6B | 19.73% | |
| 3 | MSFTMICROSOFT CORP | 780,000 | $293.3B | 19.52% | Call |
| 4 | AMATAPPLIED MATLS INC | 1,792,386 | $290.5B | 19.33% | |
| 5 | BAHBOOZ ALLEN HAMILTON HLDG COR | 1,812,054 | $231.8B | 15.42% | |
| 6 | —PROPERTYGURU GROUP LTD | 5,621,940 | $18.8B | 1.25% | |
| 7 | IYRISHARES TR | 190,000 | $17.4B | 1.16% | Call |