Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
NAYA CAPITAL MANAGEMENT UK LTD | 05-15-2023 | 03-31-2023 | 9 | 882,767,411 |
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 |