Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NAYA CAPITAL MANAGEMENT UK LTD 05-15-2023 03-31-2023 9 882,767,411
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VISA INC COM CL A 1 $299,639,046 1,329,012 0.03 16.90 199,654 17.68 03-31-2023
CANADIAN PAC RY LTD COM 2 $217,944,399 2,832,654 0.02 2,832,654 +Inf 03-31-2023
FERGUSON PLC NEW SHS 3 $104,506,766 781,359 0.01 8.23 -196,507 -20.10 03-31-2023
IQVIA HLDGS INC COM 4 $85,469,994 429,735 0.01 14.38 -442,186 -50.71 03-31-2023
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