Hedge Fund · CIK 0001601160

Yen Liow

Aravt Global
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Yen Liow runs Aravt Global, a hedge fund (SEC CIK 0001601160). The latest portfolio (2022Q2) discloses 1 positions across several sectors, with the largest positions in No Securities. On a mark-to-market basis the tracked portfolio has declined 24.6% over the past year. OpenStocks tracks 31 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Yen's filingsView holdings
Portfolio
$0
Positions
1
Quarter
2022Q2
Filings tracked
31
1Y-24.6%3Y+40.5%5Y+126.7%Full performance →
Quarter
2022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q3
Capital flow per quarter
BuysSellsNet
+$349M+$174M$0-$174M-$349M'18Q3'18Q4'19Q1'19Q2'19Q3'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2
Latest · 2022Q2
-$11M
Lifetime buys
$696M
Lifetime sells
$1.98B

Quarter activity

What changed in 2022Q1 — net new, added, trimmed, exited.
New positions0 names
—
Added to0 names
—
Trimmed4 names
  • TDGTRANSDIGM GROUP INC
    −52,525
    $34.2M
  • VVISA INC
    −135,601
    $30.1M
  • FIVEFIVE BELOW INC
    −182,265
    $28.9M
  • BKIEURBLACK KNIGHT INC
    −444,530
    $25.8M
Exited6 names
  • NOWSERVICENOW INC
    −52,295
    $33.9M
  • CHTRCHARTER COMMUNICATIONS INC N
    −48,960
    $31.9M
  • PYPLPAYPAL HLDGS INC
    −141,881
    $26.8M
  • 58985JMERIDIANLINK INC
    −1,091,719
    $23.6M
  • GTLBGITLAB INC
    −251,976
    $21.9M
  • SMLRSEMLER SCIENTIFIC INC
    −215,825
    $19.8M

Recent transactions

Last 20 moves
SOLD
Yen Liow (Aravt Global) exited FIVE
FIVE BELOW INC
−11,162
~$158.39 · 2022Q2
2022-08-01
NEW
Yen Liow (Aravt Global) opened a new position in 000000000
No Securities
+0
— · 2022Q2
2022-08-01
SOLD
Yen Liow (Aravt Global) exited TDG
TRANSDIGM GROUP INC
−8,767
~$651.53 · 2022Q2
2022-08-01
SOLD
Yen Liow (Aravt Global) exited V
VISA INC
−12,676
~$221.76 · 2022Q2
2022-08-01
SOLD
Yen Liow (Aravt Global) exited BKIEUR
BLACK KNIGHT INC
−18,145
~$57.98 · 2022Q2
2022-08-01
SOLD
Yen Liow (Aravt Global) exited SMLR
SEMLER SCIENTIFIC INC
−215,825
~$91.65 · 2022Q1
2022-05-13
SOLD
Yen Liow (Aravt Global) exited CHTR
CHARTER COMMUNICATIONS INC N
−48,960
~$651.96 · 2022Q1
2022-05-13
SOLD
Yen Liow (Aravt Global) exited 58985J105
MERIDIANLINK INC
−1,091,719
~$21.58 · 2022Q1
2022-05-13
SOLD
Yen Liow (Aravt Global) exited PYPL
PAYPAL HLDGS INC
−141,881
~$188.58 · 2022Q1
2022-05-13
TRIM
Yen Liow (Aravt Global) trimmed BKIEUR
BLACK KNIGHT INC
−444,530
~$57.98 · 2022Q1
2022-05-13
SOLD
Yen Liow (Aravt Global) exited GTLB
GITLAB INC
−251,976
~$87.00 · 2022Q1
2022-05-13
SOLD
Yen Liow (Aravt Global) exited NOW
SERVICENOW INC
−52,295
~$649.11 · 2022Q1
2022-05-13
TRIM
Yen Liow (Aravt Global) trimmed TDG
TRANSDIGM GROUP INC
−52,525
~$651.53 · 2022Q1
2022-05-13
TRIM
Yen Liow (Aravt Global) trimmed FIVE
FIVE BELOW INC
−182,265
~$158.39 · 2022Q1
2022-05-13
TRIM
Yen Liow (Aravt Global) trimmed V
VISA INC
−135,601
~$221.76 · 2022Q1
2022-05-13
TRIM
Yen Liow (Aravt Global) trimmed CHTR
CHARTER COMMUNICATIONS INC N
−20,544
~$651.96 · 2021Q4
2022-02-14
ADD
Yen Liow (Aravt Global) added to PYPL
PAYPAL HLDGS INC
+18,537
~$188.58 · 2021Q4
2022-02-14
SOLD
Yen Liow (Aravt Global) exited GOOGL
ALPHABET INC
−10,591
~$2673.50 · 2021Q4
2022-02-14
ADD
Yen Liow (Aravt Global) added to BKIEUR
BLACK KNIGHT INC
+22,980
~$82.89 · 2021Q4
2022-02-14
NEW
Yen Liow (Aravt Global) opened a new position in GTLB
GITLAB INC
+251,976
~$87.00 · 2021Q4
2022-02-14