Aravt Global Q2 2021 13F Holdings

Aravt Global Q2 2021 holdings
TickerName Value Shares↓ Weighting
PYPL PAYPAL HLDGS INCAdd  $45,072
21.0%
154,630
0.8%
17.05%
13.1%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $39,954
-1.4%
55,380
-15.7%
15.11%
-7.9%
TDG TRANSDIGM GROUP INCAdd  $28,610
11.0%
44,200
0.8%
10.82%
3.7%
BKI BLACK KNIGHT INCAdd  $27,169
52.7%
348,410
44.9%
10.28%
42.7%
V VISA INCReduce  $25,919
-11.3%
110,850
-19.7%
9.80%
-17.1%
FIVE FIVE BELOW INCAdd  $22,166
91.4%
114,690
88.9%
8.38%
78.9%
NOW SERVICENOW INCAdd  $21,328
98.0%
38,810
80.2%
8.07%
85.0%
GOOGL ALPHABET INCcap stk cl aAdd  $20,340
19.2%
8,330
0.7%
7.69%
11.4%
MSFT MICROSOFT CORPAdd  $19,667
15.8%
72,600
0.8%
7.44%
8.3%
MTN VAIL RESORTS INCAdd  $14,196
9.4%
44,850
0.8%
5.37%
2.2%
OLLI OLLIES BARGAIN OUTLET ...Sold out  $0-120,070-4.23%
BABA ALIBABA GROUP HLDG LTDsponsored adsSold out  $0-73,860-6.78%
  • Aravt Global Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $264 Million
  • Holdings
    10
  • Turnover
    16.7%
  • EDGAR