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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Yen Liow (Aravt Global)
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Hedge Fund · CIK 0001601160

Yen Liow

Aravt Global
Share

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 23.1% 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-23.1%Full performance →
Quarter
2022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q3

Holdings

Sorted by value · 2019Q3
15 positions
1
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
12.89%
of portfolio
Number of shares
159,000 sh
Holdings current value
$65.53M
Avg closing price
$361.83
-34.6%
Last action
Exited
2022Q1
Current $236.62
2
VVISA INC
Financial Services·Credit Services
12.55%
of portfolio
Number of shares
371,000 sh
Holdings current value
$63.82M
Avg closing price
$114.68
+176.4%
Last action
Exited
2022Q2
Current $317.02
3
GDDYGODADDY INC
Technology·Software - Infrastructure
8.79%
of portfolio
Number of shares
677,000 sh
Holdings current value
$44.67M
Avg closing price
$66.72
+28.5%
Last action
Exited
2021Q1
Current $85.72
4
BKIEURBLACK KNIGHT INC
8.78%
of portfolio
Number of shares
731,000 sh
Holdings current value
$44.63M
Avg closing price
$64.15
Last action
Exited
2022Q2
Current —
5
TDGTRANSDIGM GROUP INC
Industrials·Aerospace & Defense
8.45%
of portfolio
Number of shares
82,500 sh
Holdings current value
$42.95M
Avg closing price
$347.98
+263.8%
Last action
Exited
2022Q2
Current $1266
6
GOOGLALPHABET INC
Communication Services·Internet Content & Information
8.41%
of portfolio
Number of shares
35,000 sh
Holdings current value
$42.74M
Avg closing price
$1187
-71.2%
Last action
Exited
2021Q4
Current $341.68
7
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
7.03%
of portfolio
Number of shares
345,000 sh
Holdings current value
$35.74M
Avg closing price
$62.77
-19.1%
Last action
Exited
2022Q1
Current $50.81
8
112585104BROOKFIELD ASSET MGMT INC
6.18%
of portfolio
Number of shares
592,000 sh
Holdings current value
$31.43M
Avg closing price
$44.55
Last action
Exited
2020Q1
Current —
9
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
5.82%
of portfolio
Number of shares
107,000 sh
Holdings current value
$29.56M
Avg closing price
$298.86
-18.2%
Last action
Exited
2020Q3
Current $244.45
10
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
5.14%
of portfolio
Number of shares
188,000 sh
Holdings current value
$26.14M
Avg closing price
$130.61
+223.7%
Last action
Exited
2021Q4
Current $422.79
11
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
4.55%
of portfolio
Number of shares
130,000 sh
Holdings current value
$23.15M
Avg closing price
$129.89
+430.1%
Last action
Exited
2020Q2
Current $688.55
12
FOXAFOX CORP
Communication Services·Entertainment
3.91%
of portfolio
Number of shares
630,000 sh
Holdings current value
$19.87M
Avg closing price
$36.71
+77.3%
Last action
Exited
2019Q4
Current $65.07
13
ADSKAUTODESK INC
Technology·Software - Application
3.78%
of portfolio
Number of shares
130,000 sh
Holdings current value
$19.20M
Avg closing price
$150.59
+60.7%
Last action
Exited
2021Q1
Current $242.02
14
NOWSERVICENOW INC
Technology·Software - Application
2.15%
of portfolio
Number of shares
43,000 sh
Holdings current value
$10.92M
Avg closing price
$437.36
-77.9%
Last action
Exited
2022Q1
Current $96.66
15
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
1.56%
of portfolio
Number of shares
34,950 sh
Holdings current value
$7.95M
Avg closing price
$265.92
-49.9%
Last action
Exited
2021Q4
Current $133.22

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CHTR
12.89% · -42.6%
V
12.55% · +84.3%
GDDY
8.79% · +29.9%
BKIEUR
8.78%
TDG
8.45% · +143.1%
GOOGL
8.41% · -72.0%
PYPL
7.03% · -51.0%
BROOKFIELD ASSET MGMT INC
6.18%
ADBE
5.82% · -11.5%
MSFT
5.14% · +204.1%
META
4.55% · +286.7%
FOXA
3.91% · +106.3%
ADSK
3.78% · +63.9%
NOW
2.15% · -61.9%
MTN
1.56% · -41.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services4 pos$151.3M35.0%
  • Technology5 pos$130.5M30.2%
  • Financial Services2 pos$99.6M23.0%
  • Industrials1 pos$43.0M9.9%
  • Consumer Cyclical1 pos$8.0M1.8%
(15.0% unclassified, excluded from %)