71 is the total number of securities Aravt Global has owned. The longest Aravt Global has owned a single stock is 30 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TDG | TRANSDIGM GROUP INC | 30 | 30 | 2.38% | 10.09% | 50.36% | Q4 2014 | Q1 2022 | 30 |
| V | VISA INC | 24 | 24 | 4.49% | 11.33% | 24.78% | Q2 2016 | Q1 2022 | 24 |
| PYPL | PAYPAL HLDGS INC | 24 | 24 | 5.05% | 9.51% | 17.05% | Q1 2016 | Q4 2021 | 24 |
| CHTR | CHARTER COMMUNICATIONS... | 23 | 23 | 8.69% | 12.64% | 16.46% | Q2 2016 | Q4 2021 | 23 |
| GOOGL | ALPHABET INC | 22 | 22 | 2.97% | 7.21% | 10.50% | Q2 2016 | Q3 2021 | 22 |
| QSR | RESTAURANT BRANDS INTL... | 19 | 19 | 4.13% | 7.12% | 10.29% | Q4 2014 | Q2 2019 | 19 |
| BKI | BLACK KNIGHT INC | 16 | 16 | 2.63% | 7.60% | 12.48% | Q2 2018 | Q1 2022 | 16 |
| FB | FACEBOOK INC | 15 | 15 | 2.96% | 7.00% | 13.19% | Q3 2016 | Q1 2020 | 15 |
| CDK | CDK GLOBAL INC | 14 | 14 | 5.20% | 7.33% | 9.93% | Q1 2015 | Q2 2018 | 14 |
| NOW | SERVICENOW INC | 13 | 13 | 2.15% | 5.54% | 11.04% | Q4 2018 | Q4 2021 | 13 |
| MSFT | MICROSOFT CORP | 12 | 12 | 3.15% | 6.24% | 10.23% | Q4 2018 | Q3 2021 | 12 |
| WBA | WALGREENS BOOTS ALLIAN... | 11 | 11 | 4.38% | 6.79% | 10.46% | Q4 2014 | Q2 2017 | 11 |
| MTN | VAIL RESORTS INC | 11 | 11 | 1.20% | 3.69% | 7.73% | Q1 2019 | Q3 2021 | 11 |
| GDDY | GODADDY INC | 9 | 9 | 4.07% | 7.40% | 9.49% | Q4 2018 | Q4 2020 | 9 |
| BIDU | BAIDU INC | 8 | 8 | 1.77% | 3.46% | 4.84% | Q3 2016 | Q2 2018 | 8 |
| IPXL | IMPAX LABORATORIES INC | 7 | 7 | 4.78% | 8.95% | 13.28% | Q4 2014 | Q2 2016 | 7 |
| FIVE | FIVE BELOW INC | 7 | 7 | 2.62% | 8.03% | 15.59% | Q3 2020 | Q1 2022 | 7 |
| LKQ | LKQ CORP | 7 | 7 | 3.41% | 7.26% | 9.86% | Q3 2017 | Q1 2019 | 7 |
| CHTR | CHARTER COMMUNICATIONS... | 6 | 6 | 7.94% | 9.92% | 12.40% | Q4 2014 | Q1 2016 | 6 |
| SPR | SPIRIT AEROSYSTEMS HLD... | 6 | 6 | 5.43% | 8.69% | 11.56% | Q1 2015 | Q2 2016 | 6 |
| ENDP | ENDO INTL PLC | 6 | 6 | 2.02% | 7.24% | 10.27% | Q4 2014 | Q1 2016 | 6 |
| BAM | BROOKFIELD ASSET MGMT INC | 6 | 6 | 4.17% | 5.04% | 6.19% | Q3 2018 | Q4 2019 | 6 |
| ADSK | AUTODESK INC | 6 | 6 | 3.27% | 4.62% | 6.34% | Q3 2019 | Q4 2020 | 6 |
| GLD | SPDR GOLD TRUST | 5 | 5 | 14.94% | 27.36% | 44.05% | Q1 2016 | Q1 2017 | 5 |
| ADBE | ADOBE INC | 5 | 5 | 3.04% | 5.92% | 8.80% | Q2 2019 | Q2 2020 | 5 |
| CTRP | CTRIP COM INTL LTD | 5 | 5 | 1.46% | 2.60% | 4.24% | Q4 2015 | Q4 2016 | 5 |
| TSO | TESORO CORP | 4 | 4 | 6.42% | 7.90% | 9.02% | Q4 2014 | Q3 2015 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 3 | 1 | 2.44% | 5.93% | 8.47% | Q4 2014 | Q1 2021 | 4 |
| ATUS | ALTICE USA INC | 4 | 4 | 3.17% | 4.14% | 5.28% | Q3 2017 | Q2 2018 | 4 |
| TJX | TJX COS INC NEW | 4 | 4 | 0.97% | 4.05% | 5.65% | Q4 2016 | Q3 2017 | 4 |
| CMG | CHIPOTLE MEXICAN GRILL... | 4 | 4 | 1.50% | 2.52% | 4.36% | Q4 2015 | Q3 2016 | 4 |
| ENDP | ENDO INTL PLC | 3 | 1 | 1.16% | 1.55% | 2.69% | Q4 2014 | Q4 2016 | 4 |
| FOXA | FOX CORP | 3 | 3 | 3.91% | 5.92% | 8.07% | Q1 2019 | Q3 2019 | 3 |
| WMB | WILLIAMS COS INC DEL | 3 | 3 | 1.90% | 3.42% | 5.05% | Q2 2016 | Q4 2016 | 3 |
| MAT | MATTEL INC | 2 | 1 | 2.31% | 3.01% | 3.42% | Q4 2014 | Q1 2016 | 3 |
| PODD | INSULET CORP | 3 | 3 | 1.34% | 2.85% | 4.17% | Q4 2015 | Q2 2016 | 3 |
| INTC | INTEL CORP | 2 | 2 | 4.86% | 8.46% | 12.06% | Q2 2015 | Q3 2015 | 2 |
| AGN | ALLERGAN PLC | 2 | 2 | 7.45% | 7.61% | 7.76% | Q2 2015 | Q3 2015 | 2 |
| MERIDIANLINK INC | 2 | 2 | 6.32% | 6.99% | 7.66% | Q3 2021 | Q4 2021 | 2 | |
| B108PS | ACTAVIS PLC | 2 | 2 | 6.62% | 6.89% | 7.15% | Q4 2014 | Q1 2015 | 2 |
| SMLR | SEMLER SCIENTIFIC INC | 2 | 2 | 5.51% | 5.97% | 6.44% | Q3 2021 | Q4 2021 | 2 |
| PBR | PETROLEO BRASILEIRO SA... | 2 | 2 | 4.52% | 5.15% | 5.79% | Q1 2015 | Q2 2015 | 2 |
| KHC | KRAFT HEINZ CO | 2 | 2 | 4.42% | 4.89% | 5.37% | Q3 2015 | Q4 2015 | 2 |
| HAR | HARMAN INTL INDS INC | 2 | 2 | 3.60% | 4.07% | 4.54% | Q4 2014 | Q1 2015 | 2 |
| SIRI | SIRIUS XM HLDGS INC | 2 | 2 | 3.24% | 4.03% | 4.82% | Q4 2014 | Q1 2015 | 2 |
| KRFT | KRAFT FOODS GROUP INC | 2 | 2 | 3.93% | 4.00% | 4.08% | Q1 2015 | Q2 2015 | 2 |
| AMLP | ALPS ETF TR | 2 | 2 | 2.59% | 3.61% | 4.62% | Q1 2016 | Q2 2016 | 2 |
| TSO | TESORO CORP | 2 | 2 | 2.74% | 2.76% | 2.77% | Q4 2014 | Q1 2015 | 2 |
| ORLY | O REILLY AUTOMOTIVE IN... | 2 | 2 | 0.83% | 2.35% | 3.87% | Q4 2014 | Q1 2015 | 2 |
| CPGX | COLUMBIA PIPELINE GROU... | 2 | 2 | 0.63% | 0.83% | 1.04% | Q2 2015 | Q3 2015 | 2 |
| ELAN | ELANCO ANIMAL HEALTH INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q4 2018 | 2 |
| FOXA | TWENTY FIRST CENTY FOX... | 1 | 1 | 21.15% | 21.15% | 21.15% | Q4 2018 | Q4 2018 | 1 |
| GITLAB INC | 1 | 1 | 7.13% | 7.13% | 7.13% | Q4 2021 | Q4 2021 | 1 | |
| BBD | BANCO BRADESCO S A | 1 | 1 | 6.94% | 6.94% | 6.94% | Q1 2016 | Q1 2016 | 1 |
| TRCO | TRIBUNE MEDIA CO | 1 | 1 | 5.94% | 5.94% | 5.94% | Q4 2014 | Q4 2014 | 1 |
| AAP | ADVANCE AUTO PARTS INC | 1 | 1 | 5.58% | 5.58% | 5.58% | Q4 2014 | Q4 2014 | 1 |
| OLLI | OLLIES BARGAIN OUTLET ... | 1 | 1 | 4.23% | 4.23% | 4.23% | Q1 2021 | Q1 2021 | 1 |
| DG | DOLLAR GEN CORP NEW | 1 | 1 | 3.79% | 3.79% | 3.79% | Q4 2014 | Q4 2014 | 1 |
| WPZ | WILLIAMS PARTNERS L P NEW | 1 | 1 | 3.66% | 3.66% | 3.66% | Q2 2016 | Q2 2016 | 1 |
| QRTEA | LIBERTY INTERACTIVE CORP | 1 | 1 | 3.63% | 3.63% | 3.63% | Q4 2014 | Q4 2014 | 1 |
| DISCK | DISCOVERY COMMUNICATNS... | 1 | 1 | 3.56% | 3.56% | 3.56% | Q4 2014 | Q4 2014 | 1 |
| ITUB | ITAU UNIBANCO HLDG SA | 1 | 1 | 3.27% | 3.27% | 3.27% | Q1 2016 | Q1 2016 | 1 |
| WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2014 | Q4 2014 | 1 |
| SSNC | SS&C TECHNOLOGIES HLDG... | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2015 | Q4 2015 | 1 |
| VALE | VALE S A | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2015 | Q2 2015 | 1 |
| NI | NISOURCE INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2015 | Q2 2015 | 1 |
| LULU | LULULEMON ATHLETICA INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2014 | Q4 2014 | 1 |
| P | PANDORA MEDIA INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2014 | Q4 2014 | 1 |
| MPC | MARATHON PETE CORP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2014 | Q4 2014 | 1 |
| ELF | E L F BEAUTY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
| No remaining holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
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The securities at the top of the list , including TRANSDIGM GROUP INC, VISA INC, and PAYPAL HLDGS INC, are the highest-conviction holdings of Aravt Global.
The conviction is calculated by counting the number of quarters a security has been reported by Aravt Global. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Aravt Global owns currently or has owned in the past.