Aravt Global as of Dec. 31, 2019
Portfolio Holdings for Aravt Global
Aravt Global holds 14 positions in its portfolio as reported in the December 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) | 13.9 | $77M | 159k | 485.08 | |
| Visa (V) | 12.6 | $70M | 372k | 187.90 | |
| Alphabet Inc Class A cs (GOOGL) | 8.5 | $47M | 35k | 1339.38 | |
| TransDigm Group Incorporated (TDG) | 8.3 | $46M | 83k | 560.00 | |
| Godaddy Inc cl a (GDDY) | 8.3 | $46M | 678k | 67.92 | |
| Adobe Systems Incorporated (ADBE) | 8.1 | $45M | 135k | 329.81 | |
| Paypal Holdings (PYPL) | 6.8 | $37M | 346k | 108.17 | |
| Brookfield Asset Management | 6.2 | $34M | 593k | 57.80 | |
| Black Knight | 6.0 | $33M | 518k | 64.48 | |
| Microsoft Corporation (MSFT) | 5.4 | $30M | 188k | 157.70 | |
| Facebook Inc cl a (META) | 4.8 | $27M | 130k | 205.25 | |
| Autodesk (ADSK) | 4.3 | $24M | 130k | 183.46 | |
| Servicenow (NOW) | 3.9 | $22M | 76k | 282.32 | |
| Vail Resorts (MTN) | 2.9 | $16M | 67k | 239.83 |
