Aravt Global Q1 2021 13F Holdings

Aravt Global Q1 2021 holdings
TickerName Value Shares↓ Weighting
CHTR CHARTER COMMUNICATIONS...cl aReduce  $40,538
-38.0%
65,700
-33.5%
16.40%
4.5%
PYPL PAYPAL HLDGS INCReduce  $37,247
-29.1%
153,380
-31.6%
15.07%
19.6%
V VISA INCReduce  $29,227
-33.8%
138,040
-31.6%
11.83%
11.6%
TDG TRANSDIGM GROUP INCReduce  $25,774
-35.1%
43,840
-31.7%
10.43%
9.4%
BKI BLACK KNIGHT INCReduce  $17,795
-41.5%
240,510
-30.2%
7.20%
-1.4%
GOOGL ALPHABET INCcap stk cl aReduce  $17,057
-36.3%
8,270
-45.9%
6.90%
7.3%
MSFT MICROSOFT CORPReduce  $16,978
-51.4%
72,010
-54.1%
6.87%
-18.0%
BABA ALIBABA GROUP HLDG LTDsponsored adsReduce  $16,746
-33.4%
73,860
-31.6%
6.78%
12.3%
MTN VAIL RESORTS INCReduce  $12,976
-23.9%
44,490
-27.2%
5.25%
28.3%
FIVE FIVE BELOW INCReduce  $11,581
-14.5%
60,700
-21.6%
4.69%
44.1%
NOW SERVICENOW INCReduce  $10,772
-38.0%
21,540
-31.8%
4.36%
4.4%
OLLI OLLIES BARGAIN OUTLET ...New  $10,446120,0704.23%
ADSK AUTODESK INCSold out  $0-52,980-3.88%
GDDY GODADDY INCcl aSold out  $0-402,459-8.02%