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 |