Institutional
NAYA CAPITAL MANAGEMENT UK LTD
CIK 0001665012
$1.18B
Reported AUM
4
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · NAYA CAPITAL MANAGEMENT UK LTD · Q1 2026
AI · grounded in 13F
NAYA CAPITAL MANAGEMENT UK LTD closed its entire position in Masimo Corp MASI, reducing its holdings by $202.98M. The fund more than doubled its stake in Liberty Media Corp Del FWONK, increasing share count by 109.5%. Additionally, the fund accumulated shares of Humana Inc HUM and UnitedHealth Group Inc UNH, while trimming its position in Woodward Inc WWD by 31.08%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
Source: SEC EDGAR · accession 0001172661-26-002311. 13F discloses long positions only — shorts, foreign equities, and options are excluded.