Aravt Global as of June 30, 2020
Portfolio Holdings for Aravt Global
Aravt Global holds 12 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 14.9 | $62M | 121k | 510.04 | |
| Visa Com Cl A (V) | 12.5 | $52M | 270k | 193.17 | |
| Paypal Holdings (PYPL) | 12.5 | $52M | 299k | 174.23 | |
| Microsoft Corporation (MSFT) | 10.2 | $43M | 209k | 203.51 | |
| Godaddy Cl A (GDDY) | 9.5 | $40M | 539k | 73.33 | |
| TransDigm Group Incorporated (TDG) | 9.0 | $38M | 85k | 442.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $28M | 20k | 1418.03 | |
| Black Knight | 6.5 | $27M | 376k | 72.56 | |
| Autodesk (ADSK) | 6.1 | $25M | 106k | 239.19 | |
| Servicenow (NOW) | 4.9 | $20M | 50k | 405.06 | |
| Vail Resorts (MTN) | 4.0 | $17M | 91k | 182.16 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $13M | 29k | 435.30 |
