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 |