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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 · 2020Q4
13 positions
1
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
15.70%
of portfolio
Number of shares
98,836 sh
Holdings current value
$65.39M
Avg closing price
$361.83
-34.6%
Last action
Exited
2022Q1
Current $236.62
2
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
12.60%
of portfolio
Number of shares
224,157 sh
Holdings current value
$52.50M
Avg closing price
$62.77
-19.1%
Last action
Exited
2022Q1
Current $50.81
3
VVISA INC
Financial Services·Credit Services
10.59%
of portfolio
Number of shares
201,738 sh
Holdings current value
$44.13M
Avg closing price
$114.68
+176.4%
Last action
Exited
2022Q2
Current $317.02
4
TDGTRANSDIGM GROUP INC
Industrials·Aerospace & Defense
9.54%
of portfolio
Number of shares
64,194 sh
Holdings current value
$39.73M
Avg closing price
$347.98
+263.8%
Last action
Exited
2022Q2
Current $1266
5
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
8.38%
of portfolio
Number of shares
156,908 sh
Holdings current value
$34.90M
Avg closing price
$130.61
+223.7%
Last action
Exited
2021Q4
Current $422.79
6
GDDYGODADDY INC
Technology·Software - Infrastructure
8.01%
of portfolio
Number of shares
402,459 sh
Holdings current value
$33.38M
Avg closing price
$66.72
+28.5%
Last action
Exited
2021Q1
Current $85.72
7
BKIEURBLACK KNIGHT INC
7.30%
of portfolio
Number of shares
344,387 sh
Holdings current value
$30.43M
Avg closing price
$64.15
Last action
Exited
2022Q2
Current —
8
GOOGLALPHABET INC
Communication Services·Internet Content & Information
6.43%
of portfolio
Number of shares
15,286 sh
Holdings current value
$26.79M
Avg closing price
$1187
-71.2%
Last action
Exited
2021Q4
Current $341.68
9
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
6.03%
of portfolio
Number of shares
108,004 sh
Holdings current value
$25.14M
Avg closing price
$105.97
+33.1%
Last action
Exited
2021Q2
Current $141.01
10
NOWSERVICENOW INC
Technology·Software - Application
4.17%
of portfolio
Number of shares
31,587 sh
Holdings current value
$17.39M
Avg closing price
$437.36
-77.9%
Last action
Exited
2022Q1
Current $96.66
11
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
4.09%
of portfolio
Number of shares
61,131 sh
Holdings current value
$17.05M
Avg closing price
$265.92
-49.9%
Last action
Exited
2021Q4
Current $133.22
12
ADSKAUTODESK INC
Technology·Software - Application
3.88%
of portfolio
Number of shares
52,980 sh
Holdings current value
$16.18M
Avg closing price
$150.59
+60.7%
Last action
Exited
2021Q1
Current $242.02
13
FIVEFIVE BELOW INC
Consumer Cyclical·Specialty Retail
3.25%
of portfolio
Number of shares
77,433 sh
Holdings current value
$13.55M
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
15.70% · -64.2%
PYPL
12.60% · -78.3%
V
10.59% · +44.9%
TDG
9.54% · +104.6%
MSFT
8.38% · +90.1%
GDDY
8.01% · +3.3%
BKIEUR
7.30%
GOOGL
6.43% · -80.5%
BABA
6.03% · -39.4%
NOW
4.17% · -82.4%
MTN
4.09% · -52.2%
ADSK
3.88% · -20.7%
FIVE
3.25% · +35.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology4 pos$101.8M26.4%
  • Financial Services2 pos$96.6M25.0%
  • Communication Services2 pos$92.2M23.9%
  • Consumer Cyclical3 pos$55.7M14.4%
  • Industrials1 pos$39.7M10.3%
(7.3% unclassified, excluded from %)