Aravt Global as of Dec. 31, 2018
Portfolio Holdings for Aravt Global
Aravt Global holds 15 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twenty-first Century Fox | 21.1 | $148M | 3.1M | 48.12 | |
| Visa (V) | 10.4 | $73M | 553k | 131.94 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.7 | $68M | 239k | 284.97 | |
| Paypal Holdings (PYPL) | 9.2 | $64M | 763k | 84.09 | |
| TransDigm Group Incorporated (TDG) | 8.8 | $62M | 181k | 340.06 | |
| Alphabet Inc Class A cs (GOOGL) | 7.3 | $51M | 49k | 1044.96 | |
| Black Knight | 6.1 | $43M | 944k | 45.06 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.3 | $37M | 706k | 52.30 | |
| Brookfield Asset Management | 4.2 | $29M | 760k | 38.35 | |
| Servicenow (NOW) | 4.2 | $29M | 164k | 178.05 | |
| Godaddy Inc cl a (GDDY) | 4.1 | $29M | 434k | 65.62 | |
| LKQ Corporation (LKQ) | 3.4 | $24M | 1.0M | 23.73 | |
| Microsoft Corporation (MSFT) | 3.1 | $22M | 217k | 101.57 | |
| Facebook Inc cl a (META) | 3.0 | $21M | 158k | 131.09 | |
| Elanco Animal Health (ELAN) | 0.1 | $631k | 20k | 31.55 |
