$11.3 Million is the total value of Aravt Global's 4 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDG | Sell | TRANSDIGM GROUP INC | $5,712 | -85.4% | 8,767 | -85.7% | 50.36% | +296.9% |
| V | Sell | VISA INC | $2,811 | -91.3% | 12,676 | -91.5% | 24.78% | +137.1% |
| FIVE | Sell | FIVE BELOW INC | $1,768 | -95.6% | 11,162 | -94.2% | 15.59% | +19.7% |
| BKI | Sell | BLACK KNIGHT INC | $1,052 | -97.3% | 18,145 | -96.1% | 9.27% | -25.7% |
| SMLR | Exit | SEMLER SCIENTIFIC INC | $0 | – | -215,825 | -100.0% | -6.44% | – |
| Exit | GITLAB INC | $0 | – | -251,976 | -100.0% | -7.13% | – | |
| Exit | MERIDIANLINK INC | $0 | – | -1,091,719 | -100.0% | -7.66% | – | |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -141,881 | -100.0% | -8.70% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -48,960 | -100.0% | -10.38% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -52,295 | -100.0% | -11.04% | – |
Source
Signed by
- Lawrence Avitabile — CFO & CCO
- Aravt Global holdings (13F-HR)
- Aravt Global ownership history
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