$307 Million is the total value of Aravt Global's 10 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIVE | Buy | FIVE BELOW INC | $40,018 | +29.7% | 193,427 | +10.8% | 13.02% | +50.4% |
| TDG | Buy | TRANSDIGM GROUP INC | $38,999 | +7.1% | 61,292 | +5.1% | 12.69% | +24.2% |
| BKI | Buy | BLACK KNIGHT INC | $38,351 | +21.1% | 462,675 | +5.2% | 12.48% | +40.5% |
| NOW | Buy | SERVICENOW INC | $33,945 | +9.5% | 52,295 | +5.0% | 11.04% | +27.0% |
| V | Buy | VISA INC | $32,133 | +2.1% | 148,277 | +5.0% | 10.45% | +18.4% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $31,920 | -36.9% | 48,960 | -29.6% | 10.38% | -26.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $26,756 | -16.6% | 141,881 | +15.0% | 8.70% | -3.3% |
| Buy | MERIDIANLINK INC | $23,559 | +4.6% | 1,091,719 | +8.4% | 7.66% | +21.3% | |
| New | GITLAB INC | $21,922 | – | 251,976 | +100.0% | 7.13% | – | |
| SMLR | Buy | SEMLER SCIENTIFIC INC | $19,780 | +0.7% | 215,825 | +37.4% | 6.44% | +16.8% |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -50,864 | -100.0% | -4.02% | – |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -82,479 | -100.0% | -7.73% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -10,591 | -100.0% | -7.94% | – |
Source
Signed by
- Lawrence Avitabile — CFO & CCO
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