PSquared Asset Management as of March 31, 2021
Portfolio Holdings for PSquared Asset Management
PSquared Asset Management holds 8 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varian Medical Systems | 26.8 | $310M | 1.8M | 176.53 | |
| Alexion Pharmaceuticals | 19.6 | $226M | 1.5M | 152.91 | |
| Ihs Markit SHS | 18.2 | $211M | 2.2M | 96.78 | |
| Willis Towers Watson SHS (WTW) | 13.0 | $150M | 656k | 228.88 | |
| Slack Technologies Com Cl A | 10.1 | $117M | 2.9M | 40.63 | |
| Navistar International Corporation | 7.8 | $90M | 2.0M | 44.03 | |
| Talend Sa Ads | 3.0 | $35M | 550k | 63.64 | |
| Rocket Internet Growth Opportunity Unit 99/99/9999 | 1.5 | $18M | 1.8M | 10.01 |
