Aravt Global as of June 30, 2018
Portfolio Holdings for Aravt Global
Aravt Global holds 12 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 13.2 | $135M | 696k | 194.32 | |
| TransDigm Group Incorporated (TDG) | 13.0 | $133M | 385k | 345.14 | |
| Visa (V) | 11.7 | $120M | 905k | 132.45 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.9 | $112M | 382k | 293.21 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 9.3 | $96M | 1.6M | 60.30 | |
| Paypal Holdings (PYPL) | 9.2 | $94M | 1.1M | 83.27 | |
| LKQ Corporation (LKQ) | 7.8 | $80M | 2.5M | 31.90 | |
| Cdk Global Inc equities | 7.5 | $77M | 1.2M | 65.05 | |
| Alphabet Inc Class A cs (GOOGL) | 6.5 | $67M | 59k | 1129.19 | |
| Baidu (BIDU) | 4.5 | $46M | 188k | 243.00 | |
| Altice Usa Inc cl a (ATUS) | 3.8 | $39M | 2.3M | 17.06 | |
| Black Knight | 2.6 | $27M | 504k | 53.55 |
