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 |