Naya Capital Management Uk as of June 30, 2023
Portfolio Holdings for Naya Capital Management Uk
Naya Capital Management Uk holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 28.7 | $322M | 1.4M | 237.48 | |
| Canadian Pacific Kansas City (CP) | 20.8 | $233M | 2.9M | 80.77 | |
| Applied Materials (AMAT) | 18.2 | $204M | 1.4M | 144.54 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 10.4 | $116M | 1.0M | 111.60 | |
| Microsoft Corporation Call Option (MSFT) | 9.9 | $111M | 325k | 340.54 | |
| Elliott Opportunity Ii Corp Shs Cl A | 4.6 | $52M | 5.0M | 10.36 | |
| Autoliv Put Option (ALV) | 3.3 | $37M | 434k | 85.04 | |
| Propertyguru Group Ord Shs (PGRU) | 2.2 | $25M | 5.6M | 4.44 | |
| Blue Whale Acquisition Corp Class A Ord Shs | 1.8 | $20M | 2.0M | 10.15 |
