Naya Capital Management Uk as of Dec. 31, 2023
Portfolio Holdings for Naya Capital Management Uk
Naya Capital Management Uk holds 7 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 23.6 | $355M | 1.4M | 260.35 | |
| Canadian Pacific Kansas City (CP) | 19.7 | $297M | 3.8M | 79.06 | |
| Microsoft Corporation Call Option (MSFT) | 19.5 | $293M | 780k | 376.04 | |
| Applied Materials (AMAT) | 19.3 | $291M | 1.8M | 162.07 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 15.4 | $232M | 1.8M | 127.91 | |
| Propertyguru Group Ord Shs (PGRU) | 1.2 | $19M | 5.6M | 3.34 | |
| Ishares Tr U.s. Real Es Etf Call Option (IYR) | 1.2 | $17M | 190k | 91.41 |
