Aravt Global as of Sept. 30, 2020
Portfolio Holdings for Aravt Global
Aravt Global holds 13 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 16.5 | $61M | 97k | 624.34 | |
| Paypal Holdings (PYPL) | 11.8 | $44M | 221k | 197.03 | |
| Visa Com Cl A (V) | 10.8 | $40M | 199k | 199.97 | |
| Microsoft Corporation (MSFT) | 8.8 | $33M | 154k | 210.33 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.5 | $31M | 106k | 293.98 | |
| Godaddy Cl A (GDDY) | 8.2 | $30M | 396k | 75.97 | |
| TransDigm Group Incorporated (TDG) | 8.1 | $30M | 63k | 475.12 | |
| Black Knight | 8.0 | $30M | 339k | 87.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $22M | 15k | 1465.63 | |
| Servicenow (NOW) | 4.1 | $15M | 31k | 485.01 | |
| Vail Resorts (MTN) | 3.5 | $13M | 60k | 213.97 | |
| Autodesk (ADSK) | 3.3 | $12M | 52k | 231.00 | |
| Five Below (FIVE) | 2.6 | $9.7M | 76k | 127.00 |
