Aravt Global as of Sept. 30, 2018
Portfolio Holdings for Aravt Global
Aravt Global holds 11 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 15.7 | $119M | 319k | 372.30 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 14.6 | $111M | 339k | 325.88 | |
| Visa (V) | 13.6 | $103M | 687k | 150.09 | |
| Paypal Holdings (PYPL) | 10.8 | $82M | 934k | 87.84 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 10.3 | $78M | 1.3M | 59.28 | |
| LKQ Corporation (LKQ) | 8.7 | $66M | 2.1M | 31.67 | |
| Alphabet Inc Class A cs (GOOGL) | 7.8 | $59M | 49k | 1207.08 | |
| Facebook Inc cl a (META) | 7.6 | $58M | 350k | 164.46 | |
| Black Knight | 6.3 | $48M | 917k | 51.95 | |
| Brookfield Asset Management | 4.5 | $34M | 760k | 44.53 | |
| Elanco Animal Health (ELAN) | 0.1 | $698k | 20k | 34.90 |
