OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Yen Liow (Aravt Global)
  • Overview
  • Portfolio1
  • Performance31Q
  • Options
  • Activity327
  • News
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 · 2019Q4
14 positions
1
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
13.95%
of portfolio
Number of shares
159,252 sh
Holdings current value
$77.25M
Avg closing price
$361.83
-34.6%
Last action
Exited
2022Q1
Current $236.62
2
VVISA INC
Financial Services·Credit Services
12.61%
of portfolio
Number of shares
371,587 sh
Holdings current value
$69.82M
Avg closing price
$114.68
+176.4%
Last action
Exited
2022Q2
Current $317.02
3
GOOGLALPHABET INC
Communication Services·Internet Content & Information
8.48%
of portfolio
Number of shares
35,055 sh
Holdings current value
$46.95M
Avg closing price
$1187
-71.2%
Last action
Exited
2021Q4
Current $341.68
4
TDGTRANSDIGM GROUP INC
Industrials·Aerospace & Defense
8.35%
of portfolio
Number of shares
82,631 sh
Holdings current value
$46.27M
Avg closing price
$347.98
+263.8%
Last action
Exited
2022Q2
Current $1266
5
GDDYGODADDY INC
Technology·Software - Infrastructure
8.32%
of portfolio
Number of shares
678,072 sh
Holdings current value
$46.05M
Avg closing price
$66.72
+28.5%
Last action
Exited
2021Q1
Current $85.72
6
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
8.05%
of portfolio
Number of shares
135,214 sh
Holdings current value
$44.59M
Avg closing price
$298.86
-18.2%
Last action
Exited
2020Q3
Current $244.45
7
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
6.75%
of portfolio
Number of shares
345,546 sh
Holdings current value
$37.38M
Avg closing price
$62.77
-19.1%
Last action
Exited
2022Q1
Current $50.81
8
112585104BROOKFIELD ASSET MGMT INC
6.19%
of portfolio
Number of shares
592,937 sh
Holdings current value
$34.27M
Avg closing price
$44.55
Last action
Exited
2020Q1
Current —
9
BKIEURBLACK KNIGHT INC
6.03%
of portfolio
Number of shares
517,819 sh
Holdings current value
$33.39M
Avg closing price
$64.15
Last action
Exited
2022Q2
Current —
10
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
5.36%
of portfolio
Number of shares
188,298 sh
Holdings current value
$29.70M
Avg closing price
$130.61
+223.7%
Last action
Exited
2021Q4
Current $422.79
11
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
4.83%
of portfolio
Number of shares
130,206 sh
Holdings current value
$26.73M
Avg closing price
$129.89
+430.1%
Last action
Exited
2020Q2
Current $688.55
12
ADSKAUTODESK INC
Technology·Software - Application
4.31%
of portfolio
Number of shares
130,206 sh
Holdings current value
$23.89M
Avg closing price
$150.59
+60.7%
Last action
Exited
2021Q1
Current $242.02
13
NOWSERVICENOW INC
Technology·Software - Application
3.88%
of portfolio
Number of shares
76,120 sh
Holdings current value
$21.49M
Avg closing price
$437.36
-77.9%
Last action
Exited
2022Q1
Current $96.66
14
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
2.90%
of portfolio
Number of shares
67,006 sh
Holdings current value
$16.07M
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
13.95% · -51.2%
V
12.61% · +68.7%
GOOGL
8.48% · -74.5%
TDG
8.35% · +126.1%
GDDY
8.32% · +26.2%
ADBE
8.05% · -25.9%
PYPL
6.75% · -53.0%
BROOKFIELD ASSET MGMT INC
6.19%
BKIEUR
6.03%
MSFT
5.36% · +168.1%
META
4.83% · +235.5%
ADSK
4.31% · +31.9%
NOW
3.88% · -65.8%
MTN
2.90% · -44.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology5 pos$165.7M34.1%
  • Communication Services3 pos$150.9M31.0%
  • Financial Services2 pos$107.2M22.0%
  • Industrials1 pos$46.3M9.5%
  • Consumer Cyclical1 pos$16.1M3.3%
(12.2% unclassified, excluded from %)