Aravt Global as of March 31, 2018
Portfolio Holdings for Aravt Global
Aravt Global holds 11 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 14.2 | $138M | 448k | 306.94 | |
| Visa (V) | 13.3 | $129M | 1.1M | 119.62 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 12.3 | $119M | 382k | 311.22 | |
| Facebook Inc cl a (META) | 11.5 | $111M | 696k | 159.79 | |
| LKQ Corporation (LKQ) | 9.9 | $96M | 2.5M | 37.95 | |
| Paypal Holdings (PYPL) | 8.8 | $86M | 1.1M | 75.87 | |
| Cdk Global Inc equities | 7.8 | $75M | 1.2M | 63.34 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 7.4 | $72M | 1.3M | 56.92 | |
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $61M | 59k | 1037.14 | |
| Baidu (BIDU) | 4.3 | $42M | 188k | 223.19 | |
| Altice Usa Inc cl a (ATUS) | 4.3 | $42M | 2.3M | 18.48 |
