Naya Capital Management Uk as of March 31, 2023
Portfolio Holdings for Naya Capital Management Uk
Naya Capital Management Uk holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 33.9 | $300M | 1.3M | 225.46 | |
| Canadian Pacific Railway | 24.7 | $218M | 2.8M | 76.94 | |
| Ferguson SHS (FERG) | 11.8 | $105M | 781k | 133.75 | |
| Iqvia Holdings (IQV) | 9.7 | $86M | 430k | 198.89 | |
| Applied Materials (AMAT) | 8.6 | $76M | 618k | 122.83 | |
| Elliott Opportunity Ii Corp Shs Cl A | 5.8 | $51M | 5.0M | 10.24 | |
| Propertyguru Group Ord Shs (PGRU) | 3.2 | $28M | 5.6M | 5.00 | |
| Blue Whale Acquisition Corp Class A Ord Shs | 2.3 | $20M | 2.0M | 9.94 | |
| Elliott Opportunity Ii Corp *w Exp 03/02/202 (EOCWF) | 0.0 | $84k | 1.3M | 0.07 |
