Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
ARAVT GLOBAL LLC (CIK 1601160) reported $11.3M across 4 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: TDG ($5.7M, 50.36%), V ($2.8M, 24.78%), FIVE ($1.8M, 15.59%), BKI ($1.1M, 9.27%), CHTR ($0, 0.00%). Source: SEC Form 13F.
| 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