Naya Capital Management Uk LTD Portfolio Holdings

Naya Capital Management Uk LTD

  • $1.04 Billion
  • Q3 2025

Naya Capital Management Uk LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Woodward, Inc. with a value of $348M, Unitedhealth Group Inc with a value of $311M, Humana Inc with a value of $203M, Applied Materials Inc with a value of $180M, and Ferguson Enterprises Inc with a value of $0.

Examining the 13F form we can see an decrease of $118M in the current position value, from $1.16B to 1.04B.

Naya Capital Management Uk LTD is based out at London, X0

Below you can find more details about Naya Capital Management Uk LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Billion
Healthcare: $515 Million
Industrials: $348 Million
Technology: $180 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.7B
$348 Million 33.34% of portfolio
1,375,393
Q3 2025 Reduced 1.46%
$300B
$311 Million 29.85% of portfolio
901,391
Q3 2025 Added 47.92%
$30B
$203 Million 19.5% of portfolio
781,621
Q3 2025 New
$197B
$180 Million 17.31% of portfolio
881,453
Q3 2025 Reduced 67.44%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 53.43%

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $1.04 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Naya Capital Management Uk LTD Portfolio

Follow Naya Capital Management Uk LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naya Capital Management Uk LTD, based on Form 13F filings with the SEC.

News

Stay updated on Naya Capital Management Uk LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email