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  Name: NAYA CAPITAL MANAGEMENT UK LTD
  City: London
  State: X0
  Zip: W1U 7BU
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,192,256,000
  Total Value Change : $209,224,000
  Securities Held Change : 0
   
All Securities Held : 5
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 3
  Unchanged Positions : 1
  Decreased Positions : 1

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (V)1 Year Chart         V Visa Inc 1 - $268.49 $354,651,000 1,362,208 29.75% 23,341,000 -78,208 0.081    Business Services
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 2 - $79.73 $296,556,000 3,751,029 24.87% 65,625,000 647,531 0.403    Railroads
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 3 - $204.09 $290,492,000 1,792,386 24.36% 63,392,000 152,080 0.196    Semiconductor Equipme...
   (BAH)1 Year Chart         BAH Booz Allen Hamilton Holding... 4 - $147.25 $231,780,000 1,812,054 19.44% 58,671,000 227,826 1.314    Management Services
   (PGRU)1 Year Chart         PGRU Propertyguru Group Ord Shs 5 - $0.00 $18,777,000 5,621,940 1.57% -1,805,000 0 3.487    N/A

      5 Records Found
  1    
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