Aravt Global as of March 31, 2019
Portfolio Holdings for Aravt Global
Aravt Global holds 15 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 11.4 | $72M | 462k | 156.19 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.7 | $68M | 195k | 346.91 | |
| TransDigm Group Incorporated (TDG) | 10.6 | $67M | 148k | 453.99 | |
| Paypal Holdings (PYPL) | 10.2 | $65M | 622k | 103.84 | |
| Fox Corp (FOXA) | 8.1 | $51M | 1.4M | 36.71 | |
| Black Knight | 7.5 | $47M | 866k | 54.50 | |
| Alphabet Inc Class A cs (GOOGL) | 7.5 | $47M | 40k | 1176.90 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.9 | $38M | 576k | 65.11 | |
| Godaddy Inc cl a (GDDY) | 5.8 | $37M | 486k | 75.19 | |
| Servicenow (NOW) | 5.2 | $33M | 134k | 246.49 | |
| Brookfield Asset Management | 4.6 | $29M | 620k | 46.65 | |
| Microsoft Corporation (MSFT) | 4.0 | $26M | 217k | 117.94 | |
| Facebook Inc cl a (META) | 3.7 | $23M | 140k | 166.69 | |
| LKQ Corporation (LKQ) | 3.5 | $22M | 771k | 28.38 | |
| Vail Resorts (MTN) | 1.2 | $7.6M | 35k | 217.31 |
