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 |
