Sachem Head Capital Management as of Sept. 30, 2018
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 11 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shire | 16.1 | $346M | 1.9M | 181.27 | |
| Microsoft Corporation (MSFT) | 11.1 | $238M | 2.1M | 114.37 | |
| Worldpay Ord | 10.7 | $230M | 2.3M | 101.27 | |
| salesforce (CRM) | 9.2 | $199M | 1.3M | 159.03 | |
| Alibaba Group Holding (BABA) | 9.0 | $194M | 1.2M | 164.76 | |
| Autodesk (ADSK) | 8.5 | $183M | 1.2M | 156.11 | |
| Nxp Semiconductors N V (NXPI) | 7.9 | $169M | 2.0M | 85.50 | |
| Zayo Group Hldgs | 7.8 | $167M | 4.8M | 34.72 | |
| Canadian Pacific Railway | 7.0 | $149M | 705k | 211.94 | |
| Yandex Nv-a (YNDX) | 6.6 | $143M | 4.3M | 32.89 | |
| Us Foods Hldg Corp call (USFD) | 6.2 | $133M | 4.3M | 30.82 |
