Aravt Global as of June 30, 2019
Portfolio Holdings for Aravt Global
Aravt Global holds 15 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 12.5 | $80M | 462k | 173.55 | |
| Charter Communications Inc N Cl A (CHTR) | 12.0 | $77M | 195k | 395.18 | |
| TransDigm Group Incorporated (TDG) | 11.2 | $72M | 148k | 483.80 | |
| Black Knight | 8.1 | $52M | 866k | 60.15 | |
| Paypal Holdings (PYPL) | 7.7 | $49M | 430k | 114.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $43M | 40k | 1082.80 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 6.3 | $40M | 576k | 69.54 | |
| Fox Corp Cl A Com (FOXA) | 5.8 | $37M | 1.0M | 36.64 | |
| Servicenow (NOW) | 5.8 | $37M | 134k | 274.57 | |
| Godaddy Cl A (GDDY) | 5.3 | $34M | 486k | 70.15 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 4.6 | $30M | 620k | 47.78 | |
| Microsoft Corporation (MSFT) | 4.5 | $29M | 217k | 133.96 | |
| Facebook Cl A (META) | 4.2 | $27M | 140k | 193.00 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $25M | 84k | 294.65 | |
| Vail Resorts (MTN) | 1.2 | $7.8M | 35k | 223.17 |
