Sachem Head Capital Management as of Sept. 30, 2017
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.3 | $302M | 4.1M | 74.49 | |
| Dell Technologies Inc Class V equity | 11.4 | $240M | 3.1M | 77.21 | |
| Alphabet Inc Class A cs (GOOGL) | 11.3 | $239M | 245k | 973.72 | |
| Comcast Corporation (CMCSA) | 10.7 | $226M | 5.9M | 38.48 | |
| salesforce (CRM) | 9.4 | $199M | 2.1M | 93.42 | |
| Zayo Group Hldgs | 9.3 | $196M | 5.7M | 34.42 | |
| Shire | 9.0 | $190M | 1.2M | 153.14 | |
| Nxp Semiconductors N V (NXPI) | 7.2 | $153M | 1.4M | 113.09 | |
| Vantiv Inc Cl A | 7.1 | $150M | 2.1M | 70.47 | |
| Cdk Global Inc equities | 3.8 | $80M | 1.3M | 63.09 | |
| Cars (CARS) | 2.5 | $53M | 2.0M | 26.61 | |
| Autodesk (ADSK) | 1.9 | $39M | 350k | 112.26 | |
| Tesaro | 1.9 | $39M | 305k | 129.10 |
