Sachem Head Capital Management as of Dec. 31, 2018
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 9 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shire | 27.0 | $442M | 2.5M | 174.04 | |
| Microsoft Corporation (MSFT) | 14.8 | $242M | 2.4M | 101.57 | |
| salesforce (CRM) | 14.1 | $231M | 1.7M | 136.97 | |
| Autodesk (ADSK) | 10.1 | $166M | 1.3M | 128.61 | |
| Worldpay Ord | 9.9 | $162M | 2.1M | 76.43 | |
| Us Foods Hldg Corp call (USFD) | 8.3 | $136M | 4.3M | 31.64 | |
| Nxp Semiconductors N V (NXPI) | 6.1 | $100M | 1.4M | 73.28 | |
| Mellanox Technologies | 5.5 | $91M | 985k | 92.38 | |
| Zayo Group Hldgs | 4.2 | $69M | 3.0M | 22.84 |
