Naya Capital Management UK Ltd
Net seller this quarter
$2.08B
3
-$123M
80.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HUM | $728M | 35.04% | 1.53% | +10.1% | Q4 2017 |
 FWONK | $503M | 24.20% | Not reported | +19.4% | Q1 2018 |
 UNH | $437M | 21.01% | 0.12% | +4.0% | Q2 2025 |
| Q1 2026 | |||||
| FWONK | $377M | 31.88% | Not reported | +109.5% | Q1 2018 |
| HUM | $289M | 24.44% | 1.39% | +33.9% | Q4 2017 |
| UNH | $273M | 23.15% | 0.11% | +10.7% | Q2 2025 |
 WWD | $242M | 20.53% | 1.14% | -31.1% | Q3 2024 |
| Q4 2025 | |||||
| HUM | $318M | 23.98% | 1.03% | +59.1% | Q4 2017 |
| UNH | $301M | 22.69% | 0.10% | +1.3% | Q2 2025 |
| WWD | $297M | 22.37% | 1.64% | -28.5% | Q3 2024 |
| FWONK | $208M | 15.68% | Not reported | Not reported | Q1 2018 |
| MASI | $203M | 15.28% | 2.91% | New | Q4 2025 |
| Q3 2025 | |||||
| WWD | $348M | 29.57% | 2.29% | -1.5% | Q3 2024 |
| UNH | $311M | 26.48% | 0.10% | +47.9% | Q2 2025 |
| HUM | $203M | 17.30% | 0.65% | Not reported | Q4 2017 |
 AMAT | $180M | 15.35% | 0.11% | -67.4% | Q1 2023 |
 FERG | $133M | 11.30% | 0.30% | -53.4% | Q2 2022 |