Aravt Global as of Dec. 31, 2020
Portfolio Holdings for Aravt Global
Aravt Global holds 13 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 15.7 | $65M | 99k | 661.55 | |
| Paypal Holdings (PYPL) | 12.6 | $53M | 224k | 234.20 | |
| Visa Com Cl A (V) | 10.6 | $44M | 202k | 218.73 | |
| TransDigm Group Incorporated (TDG) | 9.5 | $40M | 64k | 618.84 | |
| Microsoft Corporation (MSFT) | 8.4 | $35M | 157k | 222.42 | |
| Godaddy Cl A (GDDY) | 8.0 | $33M | 403k | 82.95 | |
| Black Knight | 7.3 | $30M | 344k | 88.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $27M | 15k | 1752.65 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.0 | $25M | 108k | 232.73 | |
| Servicenow (NOW) | 4.2 | $17M | 32k | 550.42 | |
| Vail Resorts (MTN) | 4.1 | $17M | 61k | 278.96 | |
| Autodesk (ADSK) | 3.9 | $16M | 53k | 305.34 | |
| Five Below (FIVE) | 3.3 | $14M | 77k | 174.98 |
