Aravt Global Q3 2021 13F Holdings

Aravt Global Q3 2021 holdings
TickerName Value Shares↓ Weighting
CHTR CHARTER COMMUNICATIONS...cl aAdd  $50,568
26.6%
69,504
25.5%
14.19%
-6.1%
TDG TRANSDIGM GROUP INCAdd  $36,417
27.3%
58,308
31.9%
10.22%
-5.6%
PYPL PAYPAL HLDGS INCReduce  $32,095
-28.8%
123,344
-20.2%
9.00%
-47.2%
BKI BLACK KNIGHT INCAdd  $31,658
16.5%
439,695
26.2%
8.88%
-13.6%
V VISA INCAdd  $31,462
21.4%
141,244
27.4%
8.83%
-9.9%
NOW SERVICENOW INCAdd  $31,001
45.4%
49,820
28.4%
8.70%
7.8%
FIVE FIVE BELOW INCAdd  $30,854
39.2%
174,504
52.2%
8.66%
3.3%
GOOGL ALPHABET INCcap stk cl aAdd  $28,315
39.2%
10,591
27.1%
7.94%
3.3%
MTN VAIL RESORTS INCAdd  $27,552
94.1%
82,479
83.9%
7.73%
44.0%
MERIDIANLINK INCNew  $22,5231,007,2816.32%
SMLR SEMLER SCIENTIFIC INCNew  $19,637157,0565.51%
MSFT MICROSOFT CORPReduce  $14,340
-27.1%
50,864
-29.9%
4.02%
-45.9%
  • Aravt Global Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $356 Million
  • Holdings
    12
  • Turnover
    20.0%
  • EDGAR