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Naya Capital Management Uk Ltd Top Holdings and 13F Report (2026)

About Naya Capital Management Uk Ltd

Investment Activity

  • Naya Capital Management Uk Ltd has $2.08 billion in total holdings as of June 30, 2026.
  • Naya Capital Management Uk Ltd owns shares of 4 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 27.71% of the portfolio was purchased this quarter.
  • About 11.66% of the portfolio was sold this quarter.
  • This quarter, Naya Capital Management Uk Ltd has purchased 4 new stocks and bought additional shares in 3 stocks.
  • Naya Capital Management Uk Ltd sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

464287234 - iShares MSCI Emerging Markets ETF
$410,460,000 Holding

Largest Purchases this Quarter

iShares MSCI Emerging Markets ETF
6,000,000 shares (about $410.46M)
Humana
168,641 shares (about $66.99M)
UnitedHealth Group
40,459 shares (about $16.82M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNaya Capital Management Uk Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Humana Inc. stock logo
HUM
Humana
$728,407,339$66,987,578 10.1%1,833,76335.0%Healthcare
Liberty Media Corporation - Liberty Formula One Series C stock logo
FWONK
Liberty Media Corporation - Liberty Formula One Series C
$503,150,744$81,800,040 19.4%5,288,53024.2%Communication Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$436,832,118$16,815,974 4.0%1,051,01221.0%Healthcare
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$410,460,000$410,460,000 New Holding6,000,00019.7%ETF
Woodward, Inc. stock logo
WWD
Woodward
$0$242,461,808 -100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data