Aravt Global as of Dec. 31, 2021
Portfolio Holdings for Aravt Global
Aravt Global holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Five Below (FIVE) | 13.0 | $40M | 193k | 206.89 | |
| TransDigm Group Incorporated (TDG) | 12.7 | $39M | 61k | 636.28 | |
| Black Knight | 12.5 | $38M | 463k | 82.89 | |
| Servicenow (NOW) | 11.0 | $34M | 52k | 649.11 | |
| Visa Com Cl A (V) | 10.5 | $32M | 148k | 216.71 | |
| Charter Communications Inc N Cl A (CHTR) | 10.4 | $32M | 49k | 651.96 | |
| Paypal Holdings (PYPL) | 8.7 | $27M | 142k | 188.58 | |
| Meridianlink Common Stock (MLNK) | 7.7 | $24M | 1.1M | 21.58 | |
| Gitlab Class A Com (GTLB) | 7.1 | $22M | 252k | 87.00 | |
| Semler Scientific (SMLR) | 6.4 | $20M | 216k | 91.65 |
