Aravt Global LLC
- SEC CIK
- 0001601160
- Latest filing
- Aug 1, 2022
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 12
- +2 vs. Q2 2021
- Portfolio value
- $356.4M
- +$92.0M (+34.8%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 69,504 | $50.6M | 14.2% | +14,124+25.5% | Added | History |
| TDGTransDigm Group INC | COM | 58,308 | $36.4M | 10.2% | +14,108+31.9% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 123,344 | $32.1M | 9.0% | −31,286−20.2% | Reduced | History |
| BKIBlack Knight, Inc. | COM | 439,695 | $31.7M | 8.9% | +91,285+26.2% | Added | History |
| VVisa Inc. | Stock | 141,244 | $31.5M | 8.8% | +30,394+27.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 49,820 | $31.0M | 8.7% | +11,010+28.4% | Added | History |
| FIVEFive Below, Inc | COM | 174,504 | $30.9M | 8.7% | +59,814+52.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 10,591 | $28.3M | 7.9% | +2,261+27.1% | Added | History |
| MTNVail Resorts Inc | COM | 82,479 | $27.6M | 7.7% | +37,629+83.9% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 1,007,281 | $22.5M | 6.3% | +1,007,281 | New | History |
| SMLRSemler Scientific, Inc. | COM | 157,056 | $19.6M | 5.5% | +157,056 | New | History |
| MSFTMicrosoft Corp | Stock | 50,864 | $14.3M | 4.0% | −21,736−29.9% | Reduced | History |