Instuitional Investor - Naya Capital Management Uk Ltd

Fund Profile
Filing Period:
Fund Name: Naya Capital Management Uk Ltd
Portfolio Value $1,437,144,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. AMAT 2,706,855 $495,543,945 34.48%
2. WWD 1,395,805 $342,097,847 23.8%
3.
Ferguson Enterprises Inc
1,269,734 $276,484,579 19.24%
4. UNH 609,376 $190,107,031 13.23%
5.
Ishares Tr - IBOXX HI YD ETFPUTPUT
1,648,000 $132,911,200 9.25%