13F-HR filed by NAYA CAPITAL MANAGEMENT UK LTD
NAYA CAPITAL MANAGEMENT UK LTD filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 5 holding rows worth $1,437,144,602.
- Accession
- 0001172661-25-003495
- Filer
- CIK 1665012
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 5 entries on the cover page, a total value of $1,437,144,602 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,437,144,602 with VALUE read as dollars as filed, 13F file number 028-17356. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Applied Materials,Inc. | 038222105 | COM | 2,706,855 | $495,543,945 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 1,395,805 | $342,097,847 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 1,269,734 | $276,484,579 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 609,376 | $190,107,031 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 1,648,000 | $132,911,200 | dollars as filed | put |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003495 | this filing | 2025-08-14 | acceptance time not in the bulk data set |