NAYA CAPITAL MANAGEMENT UK LTD

**NAYA CAPITAL MANAGEMENT UK LTD** manages $1.2B across a concentrated portfolio of five key positions. The fund exhibits significant conviction in healthcare and technology, with top holdings including WWD at $347.6M and UNH at $311.3M. Further allocations are notable in HUM ($203.4M), AMAT ($180.5M), and FERG ($132.8M). This structure suggests a focused, high-conviction approach targeting established sector leaders.