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 |