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 |