Aravt Global as of Sept. 30, 2019
Portfolio Holdings for Aravt Global
Aravt Global holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 12.9 | $66M | 159k | 412.12 | |
| Visa (V) | 12.6 | $64M | 371k | 172.01 | |
| Godaddy Inc cl a (GDDY) | 8.8 | $45M | 677k | 65.98 | |
| Black Knight | 8.8 | $45M | 731k | 61.06 | |
| TransDigm Group Incorporated (TDG) | 8.4 | $43M | 83k | 520.67 | |
| Alphabet Inc Class A cs (GOOGL) | 8.4 | $43M | 35k | 1221.14 | |
| Paypal Holdings (PYPL) | 7.0 | $36M | 345k | 103.59 | |
| Brookfield Asset Management | 6.2 | $31M | 592k | 53.09 | |
| Adobe Systems Incorporated (ADBE) | 5.8 | $30M | 107k | 276.25 | |
| Microsoft Corporation (MSFT) | 5.1 | $26M | 188k | 139.03 | |
| Facebook Inc cl a (META) | 4.5 | $23M | 130k | 178.08 | |
| Fox Corp (FOXA) | 3.9 | $20M | 630k | 31.53 | |
| Autodesk (ADSK) | 3.8 | $19M | 130k | 147.70 | |
| Servicenow (NOW) | 2.1 | $11M | 43k | 253.86 | |
| Vail Resorts (MTN) | 1.6 | $8.0M | 35k | 227.55 |
