Aravt Global Llc Buys MeridianLink Inc, Semler Scientific Inc, Vail Resorts Inc, Sells PayPal Holdings Inc, Microsoft Corp

• New Purchases: MLNK, SMLR,
• Added Positions: MTN, FIVE, CHTR, TDG, NOW, V, BKI, GOOGL,
• Reduced Positions: PYPL, MSFT,

For the details of ARAVT GLOBAL LLC's stock buys and sells, go to https://www.gurufocus.com/guru/aravt+global+llc/current-portfolio/portfolio

1. Charter Communications Inc (CHTR) - 69,504 shares, 14.19% of the total portfolio. Shares added by 25.50%
2. TransDigm Group Inc (TDG) - 58,308 shares, 10.22% of the total portfolio. Shares added by 31.92%
3. PayPal Holdings Inc (PYPL) - 123,344 shares, 9.00% of the total portfolio. Shares reduced by 20.23%
4. Black Knight Inc (BKI) - 439,695 shares, 8.88% of the total portfolio. Shares added by 26.20%
5. Visa Inc (V) - 141,244 shares, 8.83% of the total portfolio. Shares added by 27.42%

Aravt Global Llc initiated holding in MeridianLink Inc. The purchase prices were between $22.09 and $28.46, with an estimated average price of $24.75. The stock is now traded at around $24.560000. The impact to a portfolio due to this purchase was 6.32%. The holding were 1,007,281 shares as of 2021-09-30.

Aravt Global Llc initiated holding in Semler Scientific Inc. The purchase prices were between $106 and $129, with an estimated average price of $114.25. The stock is now traded at around $104.000000. The impact to a portfolio due to this purchase was 5.51%. The holding were 157,056 shares as of 2021-09-30.

Aravt Global Llc added to a holding in Vail Resorts Inc by 83.90%. The purchase prices were between $285.28 and $351.85, with an estimated average price of $308.42. The stock is now traded at around $351.290000. The impact to a portfolio due to this purchase was 3.53%. The holding were 82,479 shares as of 2021-09-30.

Aravt Global Llc added to a holding in Five Below Inc by 52.15%. The purchase prices were between $176.81 and $236.21, with an estimated average price of $198.99. The stock is now traded at around $212.620000. The impact to a portfolio due to this purchase was 2.97%. The holding were 174,504 shares as of 2021-09-30.

Aravt Global Llc added to a holding in Charter Communications Inc by 25.50%. The purchase prices were between $701.37 and $821.01, with an estimated average price of $759.13. The stock is now traded at around $694.000000. The impact to a portfolio due to this purchase was 2.88%. The holding were 69,504 shares as of 2021-09-30.

Aravt Global Llc added to a holding in TransDigm Group Inc by 31.92%. The purchase prices were between $585.02 and $661.44, with an estimated average price of $624.89. The stock is now traded at around $651.320000. The impact to a portfolio due to this purchase was 2.47%. The holding were 58,308 shares as of 2021-09-30.

Aravt Global Llc added to a holding in ServiceNow Inc by 28.37%. The purchase prices were between $545.17 and $678.63, with an estimated average price of $605.78. The stock is now traded at around $680.450000. The impact to a portfolio due to this purchase was 1.92%. The holding were 49,820 shares as of 2021-09-30.

Aravt Global Llc added to a holding in Visa Inc by 27.42%. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $212.860000. The impact to a portfolio due to this purchase was 1.9%. The holding were 141,244 shares as of 2021-09-30.