HoldingsChannel.com
Aravt Global LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
CHARTER COMMUNICATIONS INC N 121,251 -38,001 $52,903
     CHTR121,251-38,001$52,903
VISA INC 269,566 -102,021 $43,432
     V269,566-102,021$43,432
ADOBE INC 98,206 -37,008 $31,253
     ADBE98,206-37,008$31,253
GODADDY INC 539,120 -138,952 $30,789
     GDDY539,120-138,952$30,789
PAYPAL HLDGS INC 298,618 -46,928 $28,590
     PYPL298,618-46,928$28,590
TRANSDIGM GROUP INC 85,172 +2,541 $27,271
     TDG85,172+2,541$27,271
MICROSOFT CORP 155,320 -32,978 $24,496
     MSFT155,320-32,978$24,496
ALPHABET INC 20,039 -15,016 $23,284
     GOOGL20,039-15,016$23,284
AUTODESK INC 144,298 +14,092 $22,525
     ADSK144,298+14,092$22,525
BLACK KNIGHT INC 375,790 -142,029 $21,818
     BKI375,790-142,029$21,818
SERVICENOW INC 68,143 -7,977 $19,528
     NOW68,143-7,977$19,528
FACEBOOK INC 94,198 -36,008 $15,712
     FB94,198-36,008$15,712

See Full List: All Stocks Held By Aravt Global LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Aravt Global LLC

Size ($ in 1000's)
At 03/31/2020: $355,070
At 12/31/2019: $553,853

Aravt Global LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Aravt Global LLC 13F filings. Link to 13F filings: SEC filings

Aravt Global LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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