Naya Capital Management UK Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Naya Capital Management UK Ltd disclosed 5 US equity positions worth $1.1bn in its Q3 2024 13F filing. The largest position was V at 29.6% of the reported book, followed by AMAT and CP.
What did Naya Capital Management UK Ltd own in Q3 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | V VISA INC | Financial Services | 29.6% | $333.9m | 1,214,567 | – | |
| 2 | AMAT APPLIED MATLS INC | Technology | 26.5% | $299.4m | 1,481,937 | – | |
| 3 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 21.0% | $236.8m | 2,768,224 | – | |
| 4 | BAH BOOZ ALLEN HAMILTON HLDG COR | Industrials | 14.1% | $159.2m | 978,002 | – | |
| 5 | WWD WOODWARD INC | Industrials | 8.8% | $99.0m | 577,224 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.