Aravt Global as of Sept. 30, 2017
Portfolio Holdings for Aravt Global
Aravt Global holds 12 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 11.6 | $117M | 1.8M | 64.03 | |
| Visa (V) | 11.5 | $116M | 1.1M | 105.24 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.0 | $112M | 307k | 363.42 | |
| TransDigm Group Incorporated (TDG) | 10.8 | $109M | 427k | 255.65 | |
| Facebook Inc cl a (META) | 10.4 | $105M | 617k | 170.87 | |
| Alphabet Inc Class A cs (GOOGL) | 9.3 | $94M | 97k | 973.72 | |
| Cdk Global Inc equities | 8.5 | $86M | 1.4M | 63.09 | |
| LKQ Corporation (LKQ) | 8.1 | $82M | 2.3M | 35.99 | |
| TJX Companies (TJX) | 5.7 | $57M | 777k | 73.73 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.3 | $54M | 837k | 63.88 | |
| Baidu (BIDU) | 4.8 | $49M | 198k | 247.69 | |
| Altice Usa Inc cl a (ATUS) | 3.2 | $32M | 1.2M | 27.31 |
