Aravt Global LLC
- SEC CIK
- 0001601160
- Latest filing
- Aug 1, 2022
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 10
- −2 vs. Q1 2021
- Portfolio value
- $264.4M
- +$17.3M (+7.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 154,630 | $45.1M | 17.0% | +1,250+0.8% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 55,380 | $40.0M | 15.1% | −10,320−15.7% | Reduced | History |
| TDGTransDigm Group INC | COM | 44,200 | $28.6M | 10.8% | +360+0.8% | Added | History |
| BKIBlack Knight, Inc. | COM | 348,410 | $27.2M | 10.3% | +107,900+44.9% | Added | History |
| VVisa Inc. | Stock | 110,850 | $25.9M | 9.8% | −27,190−19.7% | Reduced | History |
| FIVEFive Below, Inc | COM | 114,690 | $22.2M | 8.4% | +53,990+88.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 38,810 | $21.3M | 8.1% | +17,270+80.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 8,330 | $20.3M | 7.7% | +60+0.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 72,600 | $19.7M | 7.4% | +590+0.8% | Added | History |
| MTNVail Resorts Inc | COM | 44,850 | $14.2M | 5.4% | +360+0.8% | Added | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.