Aravt Global Q4 2021 holdings

$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 BuyFIVE BELOW INC$40,018
+29.7%
193,427
+10.8%
13.02%
+50.4%
TDG BuyTRANSDIGM GROUP INC$38,999
+7.1%
61,292
+5.1%
12.69%
+24.2%
BKI BuyBLACK KNIGHT INC$38,351
+21.1%
462,675
+5.2%
12.48%
+40.5%
NOW BuySERVICENOW INC$33,945
+9.5%
52,295
+5.0%
11.04%
+27.0%
V BuyVISA INC$32,133
+2.1%
148,277
+5.0%
10.45%
+18.4%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$31,920
-36.9%
48,960
-29.6%
10.38%
-26.8%
PYPL BuyPAYPAL HLDGS INC$26,756
-16.6%
141,881
+15.0%
8.70%
-3.3%
BuyMERIDIANLINK INC$23,559
+4.6%
1,091,719
+8.4%
7.66%
+21.3%
NewGITLAB INC$21,922251,976
+100.0%
7.13%
SMLR BuySEMLER SCIENTIFIC INC$19,780
+0.7%
215,825
+37.4%
6.44%
+16.8%
MSFT ExitMICROSOFT CORP$0-50,864
-100.0%
-4.02%
MTN ExitVAIL RESORTS INC$0-82,479
-100.0%
-7.73%
GOOGL ExitALPHABET INCcap stk cl a$0-10,591
-100.0%
-7.94%
Signed by
  • Lawrence Avitabile — CFO & CCO

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