Aravt Global LLC
- SEC CIK
- 0001601160
- Latest filing
- Aug 1, 2022
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 12
- No 13F data for Q4 2020
- Portfolio value
- $247.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 65,700 | $40.5M | 16.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 153,380 | $37.2M | 15.1% | – | – | History |
| VVisa Inc. | Stock | 138,040 | $29.2M | 11.8% | – | – | History |
| TDGTransDigm Group INC | COM | 43,840 | $25.8M | 10.4% | – | – | History |
| BKIBlack Knight, Inc. | COM | 240,510 | $17.8M | 7.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 8,270 | $17.1M | 6.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 72,010 | $17.0M | 6.9% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 73,860 | $16.7M | 6.8% | – | – | History |
| MTNVail Resorts Inc | COM | 44,490 | $13.0M | 5.3% | – | – | History |
| FIVEFive Below, Inc | COM | 60,700 | $11.6M | 4.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 21,540 | $10.8M | 4.4% | – | – | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 120,070 | $10.4M | 4.2% | – | – | History |