Naya Capital Management Uk as of June 30, 2024
Portfolio Holdings for Naya Capital Management Uk
Naya Capital Management Uk holds 6 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 30.1 | $375M | 1.6M | 235.99 | |
| Visa Com Cl A (V) | 25.7 | $319M | 1.2M | 262.47 | |
| Canadian Pacific Kansas City (CP) | 21.1 | $263M | 3.3M | 78.73 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 15.9 | $198M | 1.3M | 153.90 | |
| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 4.9 | $62M | 670k | 91.78 | |
| Propertyguru Group Ord Shs (PGRU) | 2.2 | $27M | 5.6M | 4.85 |
