Aravt Global as of Sept. 30, 2021
Portfolio Holdings for Aravt Global
Aravt Global holds 12 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 14.2 | $51M | 70k | 727.56 | |
| TransDigm Group Incorporated (TDG) | 10.2 | $36M | 58k | 624.56 | |
| Paypal Holdings (PYPL) | 9.0 | $32M | 123k | 260.21 | |
| Black Knight | 8.9 | $32M | 440k | 72.00 | |
| Visa Com Cl A (V) | 8.8 | $32M | 141k | 222.75 | |
| Servicenow (NOW) | 8.7 | $31M | 50k | 622.26 | |
| Five Below (FIVE) | 8.7 | $31M | 175k | 176.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $28M | 11k | 2673.50 | |
| Vail Resorts (MTN) | 7.7 | $28M | 83k | 334.05 | |
| Meridianlink Common Stock (MLNK) | 6.3 | $23M | 1.0M | 22.36 | |
| Semler Scientific (SMLR) | 5.5 | $20M | 157k | 125.03 | |
| Microsoft Corporation (MSFT) | 4.0 | $14M | 51k | 281.93 |
