Aravt Global LLC
- SEC CIK
- 0001601160
- Latest filing
- Aug 1, 2022
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 10
- −2 vs. Q3 2021
- Portfolio value
- $307.4M
- −$49.0M (−13.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FIVEFive Below, Inc | COM | 193,427 | $40.0M | 13.0% | +18,923+10.8% | Added | History |
| TDGTransDigm Group INC | COM | 61,292 | $39.0M | 12.7% | +2,984+5.1% | Added | History |
| BKIBlack Knight, Inc. | COM | 462,675 | $38.4M | 12.5% | +22,980+5.2% | Added | History |
| NOWServiceNow, Inc. | Stock | 52,295 | $33.9M | 11.0% | +2,475+5.0% | Added | History |
| VVisa Inc. | Stock | 148,277 | $32.1M | 10.5% | +7,033+5.0% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 48,960 | $31.9M | 10.4% | −20,544−29.6% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 141,881 | $26.8M | 8.7% | +18,537+15.0% | Added | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 1,091,719 | $23.6M | 7.7% | +84,438+8.4% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 251,976 | $21.9M | 7.1% | +251,976 | New | History |
| SMLRSemler Scientific, Inc. | COM | 215,825 | $19.8M | 6.4% | +58,769+37.4% | Added | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.