Naya Capital Management Uk as of Sept. 30, 2023
Portfolio Holdings for Naya Capital Management Uk
Naya Capital Management Uk holds 7 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 23.9 | $331M | 1.4M | 230.01 | |
| Canadian Pacific Kansas City (CP) | 16.7 | $231M | 3.1M | 74.41 | |
| Applied Materials (AMAT) | 16.4 | $227M | 1.6M | 138.45 | |
| Microsoft Corporation Call Option (MSFT) | 15.1 | $209M | 663k | 315.75 | |
| Ishares Tr U.s. Real Es Etf Put Option (IYR) | 14.0 | $194M | 2.5M | 78.14 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 12.5 | $173M | 1.6M | 109.27 | |
| Propertyguru Group Ord Shs (PGRU) | 1.5 | $21M | 5.6M | 3.66 |
