Sachem Head Capital Management LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$2.7T
Holdings
14
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 2,060,000 | $400.3B | 14.70% | |
| 2 | —SHIRE PLC | 1,910,807 | $322.5B | 11.84% | |
| 3 | MSFTMICROSOFT CORP | 2,905,000 | $286.5B | 10.52% | |
| 4 | CRMSALESFORCE COM INC | 1,735,000 | $236.7B | 8.69% | |
| 5 | WPWORLDPAY INC | 2,655,000 | $217.1B | 7.97% | |
| 6 | ZAYOEURZAYO GROUP HLDGS INC | 5,700,000 | $207.9B | 7.64% | |
| 7 | ADSKAUTODESK INC | 1,410,000 | $184.8B | 6.79% | |
| 8 | NXPINXP SEMICONDUCTORS N V | 1,630,000 | $178.1B | 6.54% | |
| 9 | —TWENTY FIRST CENTY FOX INC | 3,205,000 | $159.3B | 5.85% | |
| 10 | FLT1EURFLEETCOR TECHNOLOGIES INC | 750,000 | $158.0B | 5.80% | |
| 11 | NBISYANDEX N V | 3,760,000 | $135.0B | 4.96% | |
| 12 | DELLDELL TECHNOLOGIES INC | 1,560,000 | $131.9B | 4.84% | |
| 13 | ADPAUTOMATIC DATA PROCESSING IN | 500,000 | $67.1B | 2.46% | |
| 14 | VMWEURVMWARE INC | 260,000 | $38.2B | 1.40% |