Aravt Global as of Sept. 30, 2021
Portfolio Holdings for Aravt Global
Aravt Global holds 12 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Charter Communications Inc N Cl A (CHTR) | 14.2 | $51M | 70k | 727.56 | |
TransDigm Group Incorporated (TDG) | 10.2 | $36M | 58k | 624.56 | |
Paypal Holdings (PYPL) | 9.0 | $32M | 123k | 260.21 | |
Black Knight | 8.9 | $32M | 440k | 72.00 | |
Visa Com Cl A (V) | 8.8 | $32M | 141k | 222.75 | |
Servicenow (NOW) | 8.7 | $31M | 50k | 622.26 | |
Five Below (FIVE) | 8.7 | $31M | 175k | 176.81 | |
Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $28M | 11k | 2673.50 | |
Vail Resorts (MTN) | 7.7 | $28M | 83k | 334.05 | |
Meridianlink Common Stock (MLNK) | 6.3 | $23M | 1.0M | 22.36 | |
Semler Scientific (SMLR) | 5.5 | $20M | 157k | 125.03 | |
Microsoft Corporation (MSFT) | 4.0 | $14M | 51k | 281.93 |