Naya Capital Management Uk as of March 31, 2024
Portfolio Holdings for Naya Capital Management Uk
Naya Capital Management Uk holds 7 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 23.2 | $343M | 1.7M | 206.23 | |
| Visa Com Cl A (V) | 22.7 | $336M | 1.2M | 279.08 | |
| Canadian Pacific Kansas City (CP) | 19.7 | $292M | 3.3M | 88.17 | |
| Microsoft Corporation Call Option (MSFT) | 15.6 | $230M | 548k | 420.72 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 12.0 | $177M | 1.2M | 148.44 | |
| Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM) | 5.4 | $80M | 585k | 136.05 | |
| Propertyguru Group Ord Shs (PGRU) | 1.4 | $21M | 5.6M | 3.79 |
