Aravt Global LLC 13F Holdings · last filed Q1 2022
Aravt Global LLC reported 4 securities worth $11.34M in its SEC 13F filing for Q1 2022 (period ended 2022-03-31). Top holdings: TDG (50.36%), V (24.78%), FIVE (15.59%). Among its top 25 positions this quarter: 4 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDG | TRANSDIGM GROUP INC | $5.7M | 50.36% | 8,767 | Trimmed |
| 2 | V | VISA INC | $2.8M | 24.78% | 12,676 | Trimmed |
| 3 | FIVE | FIVE BELOW INC | $1.8M | 15.59% | 11,162 | Trimmed |
| 4 | BKI | BLACK KNIGHT INC | $1.1M | 9.27% | 18,145 | Trimmed |
| 5 | CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | Exited |
| 6 | GTLB | GITLAB INC | $0 | 0.00% | 0 | Exited |
| 7 | MLNK | MERIDIANLINK INC | $0 | 0.00% | 0 | Exited |
| 8 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | Exited |
| 9 | PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | Exited |
| 10 | SMLR | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR