Livermore

ARAVT GLOBAL LLC

SEC CIK
0001601160

Holdings, Q2 2022

Positions as of Jun 30, 2022, filed Aug 1, 2022.SEC

Positions
0
−4 vs. Q1 2022
Total value
$0
−$11.34M (−100.0%) vs. Q1 2022

Compare with Q1 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2022.

ARAVT GLOBAL LLC holdings in Q2 2022
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
No long positions in this filing.

Sold out since Q1 2022 (4)

Positions held at the end of Q1 2022 that are no longer in this filing.

ARAVT GLOBAL LLC positions sold out since Q1 2022
SecurityClassShares, Q1 2022Value, Q1 2022% of portfolio, Q1 2022
TDGTRANSDIGM GROUP INCCOM8,767$5.71M50.36%
VVISA INC COM CL AStock12,676$2.81M24.78%
FIVEFIVE BELOW INCCOM11,162$1.77M15.59%
BLACK KNIGHT INC09215C105COM18,145$1.05M9.27%

13F filings by quarter

ARAVT GLOBAL LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2022Aug 1, 20220$0vs. Q1 2022SEC
Q1 2022May 13, 20224$11.34Mvs. Q4 2021SEC
Q4 2021Feb 14, 202210$307.38Mvs. Q3 2021SEC
Q3 2021Nov 15, 202112$356.42Mvs. Q2 2021SEC
Q2 2021Aug 16, 202110$264.42Mvs. Q1 2021SEC
Q1 2021May 14, 202112$247.14M–SEC