Get Premium to unlock powerful stock data

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

Author's Avatar
insider
Nov 15, 2021
Article's Main Image
New York, NY, based Investment company Aravt Global Llc (Current Portfolio) buys MeridianLink Inc, Semler Scientific Inc, Vail Resorts Inc, Five Below Inc, Charter Communications Inc, sells PayPal Holdings Inc, Microsoft Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Aravt Global Llc. As of 2021Q3, Aravt Global Llc owns 12 stocks with a total value of $356 million. These are the details of the buys and sells.

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

These are the top 5 holdings of ARAVT GLOBAL LLC
  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%
New Purchase: MeridianLink Inc (MLNK)

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.

New Purchase: Semler Scientific Inc (SMLR)

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.

Added: Vail Resorts Inc (MTN)

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.

Added: Five Below Inc (FIVE)

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.

Added: Charter Communications Inc (CHTR)

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.

Added: TransDigm Group Inc (TDG)

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.

Added: ServiceNow Inc (NOW)

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.

Added: Visa Inc (V)

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.



Here is the complete portfolio of ARAVT GLOBAL LLC. Also check out:

1. ARAVT GLOBAL LLC's Undervalued Stocks
2. ARAVT GLOBAL LLC's Top Growth Companies, and
3. ARAVT GLOBAL LLC's High Yield stocks
4. Stocks that ARAVT GLOBAL LLC keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus