Aravt Global Q4 2020 13F Holdings

Aravt Global Q4 2020 holdings
TickerName Value Shares↓ Weighting
CHTR CHARTER COMMUNICATIONS...cl aAdd  $65,385
7.7%
98,836
1.6%
15.70%
-4.6%
PYPL PAYPAL HLDGS INCAdd  $52,498
20.8%
224,157
1.6%
12.60%
7.0%
V VISA INCAdd  $44,126
11.1%
201,738
1.6%
10.59%
-1.5%
TDG TRANSDIGM GROUP INCAdd  $39,726
32.3%
64,194
1.6%
9.54%
17.2%
MSFT MICROSOFT CORPAdd  $34,899
7.4%
156,908
1.6%
8.38%
-4.8%
GDDY GODADDY INCcl aAdd  $33,384
10.9%
402,459
1.6%
8.01%
-1.7%
BKI BLACK KNIGHT INCAdd  $30,427
3.1%
344,387
1.6%
7.30%
-8.6%
GOOGL ALPHABET INCcap stk cl aAdd  $26,791
21.5%
15,286
1.6%
6.43%
7.7%
BABA ALIBABA GROUP HLDG LTDsponsored adsAdd  $25,136
-19.6%
108,004
1.6%
6.03%
-28.7%
NOW SERVICENOW INCAdd  $17,386
15.3%
31,587
1.6%
4.17%
2.2%
MTN VAIL RESORTS INCAdd  $17,053
32.4%
61,131
1.6%
4.09%
17.3%
ADSK AUTODESK INCAdd  $16,177
33.9%
52,980
1.3%
3.88%
18.6%
FIVE FIVE BELOW INCAdd  $13,549
40.0%
77,433
1.6%
3.25%
24.0%