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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 · 2020Q3
13 positions
1
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
16.46%
of portfolio
Number of shares
97,274 sh
Holdings current value
$60.73M
Avg closing price
$361.83
-34.6%
Last action
Exited
2022Q1
Current $236.62
2
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
11.78%
of portfolio
Number of shares
220,618 sh
Holdings current value
$43.47M
Avg closing price
$62.77
-19.1%
Last action
Exited
2022Q1
Current $50.81
3
VVISA INC
Financial Services·Credit Services
10.76%
of portfolio
Number of shares
198,559 sh
Holdings current value
$39.71M
Avg closing price
$114.68
+176.4%
Last action
Exited
2022Q2
Current $317.02
4
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
8.80%
of portfolio
Number of shares
154,435 sh
Holdings current value
$32.48M
Avg closing price
$130.61
+223.7%
Last action
Exited
2021Q4
Current $422.79
5
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
8.47%
of portfolio
Number of shares
106,303 sh
Holdings current value
$31.25M
Avg closing price
$105.97
+33.1%
Last action
Exited
2021Q2
Current $141.01
6
GDDYGODADDY INC
Technology·Software - Infrastructure
8.15%
of portfolio
Number of shares
396,120 sh
Holdings current value
$30.09M
Avg closing price
$66.72
+28.5%
Last action
Exited
2021Q1
Current $85.72
7
TDGTRANSDIGM GROUP INC
Industrials·Aerospace & Defense
8.13%
of portfolio
Number of shares
63,178 sh
Holdings current value
$30.02M
Avg closing price
$347.98
+263.8%
Last action
Exited
2022Q2
Current $1266
8
BKIEURBLACK KNIGHT INC
8.00%
of portfolio
Number of shares
338,941 sh
Holdings current value
$29.50M
Avg closing price
$64.15
Last action
Exited
2022Q2
Current —
9
GOOGLALPHABET INC
Communication Services·Internet Content & Information
5.97%
of portfolio
Number of shares
15,042 sh
Holdings current value
$22.05M
Avg closing price
$1187
-71.2%
Last action
Exited
2021Q4
Current $341.68
10
NOWSERVICENOW INC
Technology·Software - Application
4.09%
of portfolio
Number of shares
31,088 sh
Holdings current value
$15.08M
Avg closing price
$437.36
-77.9%
Last action
Exited
2022Q1
Current $96.66
11
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
3.49%
of portfolio
Number of shares
60,186 sh
Holdings current value
$12.88M
Avg closing price
$265.92
-49.9%
Last action
Exited
2021Q4
Current $133.22
12
ADSKAUTODESK INC
Technology·Software - Application
3.27%
of portfolio
Number of shares
52,298 sh
Holdings current value
$12.08M
Avg closing price
$150.59
+60.7%
Last action
Exited
2021Q1
Current $242.02
13
FIVEFIVE BELOW INC
Consumer Cyclical·Specialty Retail
2.62%
of portfolio
Number of shares
76,219 sh
Holdings current value
$9.68M
Avg closing price
$168.95
+39.8%
Last action
Exited
2022Q2
Current $236.26

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CHTR
16.46% · -62.1%
PYPL
11.78% · -74.2%
V
10.76% · +58.5%
MSFT
8.80% · +101.0%
BABA
8.47% · -52.0%
GDDY
8.15% · +12.8%
TDG
8.13% · +166.4%
BKIEUR
8.00%
GOOGL
5.97% · -76.7%
NOW
4.09% · -80.1%
MTN
3.49% · -37.7%
ADSK
3.27% · +4.8%
FIVE
2.62% · +86.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology4 pos$89.7M26.4%
  • Financial Services2 pos$83.2M24.5%
  • Communication Services2 pos$82.8M24.4%
  • Consumer Cyclical3 pos$53.8M15.8%
  • Industrials1 pos$30.0M8.8%
(8.0% unclassified, excluded from %)