NAYA CAPITAL MANAGEMENT UK LTD
London, X0 · CIK 1665012 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2021 · corporation
- Assets managed$6.9bn
- Staff24 · 15 in investment roles
- Main clients (by assets)Private funds 90%
- Private funds4 (4 hedge) · $7.1bn gross assets
- Websitenayacapital.com
- Form ADV · 2026-09-16SEC adviser record
- Legal entityNAYA CAPITAL MANAGEMENT UK LIMITED (GB)
- Kindhedge funds, futures
- Others nearbyLondon
As an employer
- Offices in1 country
- Private fundshedge 4
$1.7bn
reported value
+41.3% vs Q1 2026
3positions
100.0%in top 10
0 new
3 added
0 reduced
1 sold out
vs Q1 2026
Options: 0 call positions (— notional), 1 put positions ($410.5m notional) – listed below, not included above.
This report includes the holdings of 1 other manager that shares the investment decisions:
- Naya Management (DIFC) Ltd – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| HUMANA INC HUM | $728.4m43.66% | Added +168.6k |
| LIBERTY MEDIA CORP DEL FWONK | $503.2m30.16% | Added +859.8k |
| UNITEDHEALTH GROUP INC UNH | $436.8m26.18% | Added +40.5k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| WOODWARD INC WWD | $242.5m677.4k shares |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| ISHARES TR EEM · Put | $410.5m6.0m shares | New |