Sachem Head Capital Management as of June 30, 2017
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 11 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 30.7 | $669M | 6.6M | 100.82 | |
| Microsoft Corporation (MSFT) | 11.2 | $243M | 3.5M | 68.93 | |
| Alphabet Inc Class A cs (GOOGL) | 8.7 | $191M | 205k | 929.68 | |
| Dell Technologies Inc Class V equity | 8.7 | $190M | 3.1M | 61.11 | |
| salesforce (CRM) | 8.4 | $185M | 2.1M | 86.60 | |
| Comcast Corporation (CMCSA) | 7.8 | $171M | 4.4M | 38.92 | |
| Shire | 5.9 | $128M | 775k | 165.27 | |
| Zayo Group Hldgs | 5.7 | $124M | 4.0M | 30.90 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 5.4 | $118M | 350k | 336.85 | |
| Servicemaster Global | 5.1 | $112M | 2.9M | 39.19 | |
| Tesaro | 2.4 | $52M | 373k | 139.86 |
