Sachem Head Capital Management as of June 30, 2018
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 14 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 14.7 | $400M | 2.1M | 194.32 | |
| Shire | 11.8 | $323M | 1.9M | 168.80 | |
| Microsoft Corporation (MSFT) | 10.5 | $287M | 2.9M | 98.61 | |
| salesforce (CRM) | 8.7 | $237M | 1.7M | 136.40 | |
| Worldpay Ord | 8.0 | $217M | 2.7M | 81.78 | |
| Zayo Group Hldgs | 7.6 | $208M | 5.7M | 36.48 | |
| Autodesk (ADSK) | 6.8 | $185M | 1.4M | 131.09 | |
| Nxp Semiconductors N V (NXPI) | 6.5 | $178M | 1.6M | 109.27 | |
| Twenty-first Century Fox | 5.8 | $159M | 3.2M | 49.69 | |
| FleetCor Technologies | 5.8 | $158M | 750k | 210.65 | |
| Yandex Nv-a (NBIS) | 5.0 | $135M | 3.8M | 35.90 | |
| Dell Technologies Inc Class V equity | 4.8 | $132M | 1.6M | 84.58 | |
| Automatic Data Processing (ADP) | 2.5 | $67M | 500k | 134.14 | |
| VMware | 1.4 | $38M | 260k | 146.97 |
