Aravt Global as of March 31, 2020
Portfolio Holdings for Aravt Global
Aravt Global holds 13 positions in its portfolio as reported in the March 2020 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) | 14.9 | $53M | 121k | 436.31 | |
Visa (V) | 12.2 | $43M | 270k | 161.12 | |
Adobe Systems Incorporated (ADBE) | 8.8 | $31M | 98k | 318.24 | |
Godaddy Inc cl a (GDDY) | 8.7 | $31M | 539k | 57.11 | |
Paypal Holdings (PYPL) | 8.1 | $29M | 299k | 95.74 | |
TransDigm Group Incorporated (TDG) | 7.7 | $27M | 85k | 320.19 | |
Microsoft Corporation (MSFT) | 6.9 | $25M | 155k | 157.71 | |
Alphabet Inc Class A cs (GOOGL) | 6.6 | $23M | 20k | 1161.93 | |
Autodesk (ADSK) | 6.3 | $23M | 144k | 156.10 | |
Black Knight | 6.1 | $22M | 376k | 58.06 | |
Servicenow (NOW) | 5.5 | $20M | 68k | 286.57 | |
Facebook Inc cl a (META) | 4.4 | $16M | 94k | 166.80 | |
Vail Resorts (MTN) | 3.8 | $14M | 91k | 147.71 |