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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/
  2. Super Investors/
  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 · 2020Q1
13 positions
1
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
14.90%
of portfolio
Number of shares
121,251 sh
Holdings current value
$52.90M
Avg closing price
$361.83
-34.6%
Last action
Exited
2022Q1
Current $236.62
2
VVISA INC
Financial Services·Credit Services
12.23%
of portfolio
Number of shares
269,566 sh
Holdings current value
$43.43M
Avg closing price
$114.68
+176.4%
Last action
Exited
2022Q2
Current $317.02
3
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
8.80%
of portfolio
Number of shares
98,206 sh
Holdings current value
$31.25M
Avg closing price
$298.86
-18.2%
Last action
Exited
2020Q3
Current $244.45
4
GDDYGODADDY INC
Technology·Software - Infrastructure
8.67%
of portfolio
Number of shares
539,120 sh
Holdings current value
$30.79M
Avg closing price
$66.72
+28.5%
Last action
Exited
2021Q1
Current $85.72
5
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
8.05%
of portfolio
Number of shares
298,618 sh
Holdings current value
$28.59M
Avg closing price
$62.77
-19.1%
Last action
Exited
2022Q1
Current $50.81
6
TDGTRANSDIGM GROUP INC
Industrials·Aerospace & Defense
7.68%
of portfolio
Number of shares
85,172 sh
Holdings current value
$27.27M
Avg closing price
$347.98
+263.8%
Last action
Exited
2022Q2
Current $1266
7
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
6.90%
of portfolio
Number of shares
155,320 sh
Holdings current value
$24.50M
Avg closing price
$130.61
+223.7%
Last action
Exited
2021Q4
Current $422.79
8
GOOGLALPHABET INC
Communication Services·Internet Content & Information
6.56%
of portfolio
Number of shares
20,039 sh
Holdings current value
$23.28M
Avg closing price
$1187
-71.2%
Last action
Exited
2021Q4
Current $341.68
9
ADSKAUTODESK INC
Technology·Software - Application
6.34%
of portfolio
Number of shares
144,298 sh
Holdings current value
$22.52M
Avg closing price
$150.59
+60.7%
Last action
Exited
2021Q1
Current $242.02
10
BKIEURBLACK KNIGHT INC
6.14%
of portfolio
Number of shares
375,790 sh
Holdings current value
$21.82M
Avg closing price
$64.15
Last action
Exited
2022Q2
Current —
11
NOWSERVICENOW INC
Technology·Software - Application
5.50%
of portfolio
Number of shares
68,143 sh
Holdings current value
$19.53M
Avg closing price
$437.36
-77.9%
Last action
Exited
2022Q1
Current $96.66
12
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
4.43%
of portfolio
Number of shares
94,198 sh
Holdings current value
$15.71M
Avg closing price
$129.89
+430.1%
Last action
Exited
2020Q2
Current $688.55
13
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
3.79%
of portfolio
Number of shares
91,186 sh
Holdings current value
$13.47M
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
14.90% · -45.8%
V
12.23% · +96.8%
ADBE
8.80% · -23.2%
GDDY
8.67% · +50.1%
PYPL
8.05% · -46.9%
TDG
7.68% · +295.4%
MSFT
6.90% · +168.1%
GOOGL
6.56% · -70.6%
ADSK
6.34% · +55.0%
BKIEUR
6.14%
NOW
5.50% · -66.3%
META
4.43% · +312.8%
MTN
3.79% · -9.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology5 pos$128.6M38.6%
  • Communication Services3 pos$91.9M27.6%
  • Financial Services2 pos$72.0M21.6%
  • Industrials1 pos$27.3M8.2%
  • Consumer Cyclical1 pos$13.5M4.0%
(6.1% unclassified, excluded from %)