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 · 2021Q3
12 positions
1
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
14.19%
of portfolio
Number of shares
69,504 sh
Holdings current value
$50.57M
Avg closing price
$361.83
-34.6%
Last action
Exited
2022Q1
Current $236.62
2
TDGTRANSDIGM GROUP INC
Industrials·Aerospace & Defense
10.22%
of portfolio
Number of shares
58,308 sh
Holdings current value
$36.42M
Avg closing price
$347.98
+263.8%
Last action
Exited
2022Q2
Current $1266
3
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
9.00%
of portfolio
Number of shares
123,344 sh
Holdings current value
$32.09M
Avg closing price
$62.77
-19.1%
Last action
Exited
2022Q1
Current $50.81
4
BKIEURBLACK KNIGHT INC
8.88%
of portfolio
Number of shares
439,695 sh
Holdings current value
$31.66M
Avg closing price
$64.15
Last action
Exited
2022Q2
Current —
5
VVISA INC
Financial Services·Credit Services
8.83%
of portfolio
Number of shares
141,244 sh
Holdings current value
$31.46M
Avg closing price
$114.68
+176.4%
Last action
Exited
2022Q2
Current $317.02
6
NOWSERVICENOW INC
Technology·Software - Application
8.70%
of portfolio
Number of shares
49,820 sh
Holdings current value
$31.00M
Avg closing price
$437.36
-77.9%
Last action
Exited
2022Q1
Current $96.66
7
FIVEFIVE BELOW INC
Consumer Cyclical·Specialty Retail
8.66%
of portfolio
Number of shares
174,504 sh
Holdings current value
$30.85M
Avg closing price
$168.95
+39.8%
Last action
Exited
2022Q2
Current $236.26
8
GOOGLALPHABET INC
Communication Services·Internet Content & Information
7.94%
of portfolio
Number of shares
10,591 sh
Holdings current value
$28.32M
Avg closing price
$1187
-71.2%
Last action
Exited
2021Q4
Current $341.68
9
MTNVAIL RESORTS INC
Consumer Cyclical·Resorts & Casinos
7.73%
of portfolio
Number of shares
82,479 sh
Holdings current value
$27.55M
Avg closing price
$265.92
-49.9%
Last action
Exited
2021Q4
Current $133.22
10
58985J105MERIDIANLINK INC
6.32%
of portfolio
Number of shares
1,007,281 sh
Holdings current value
$22.52M
Avg closing price
$22.30
Last action
Exited
2022Q1
Current —
11
SMLRSEMLER SCIENTIFIC INC
5.51%
of portfolio
Number of shares
157,056 sh
Holdings current value
$19.64M
Avg closing price
$115.94
Last action
Exited
2022Q1
Current —
12
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.02%
of portfolio
Number of shares
50,864 sh
Holdings current value
$14.34M
Avg closing price
$130.61
+223.7%
Last action
Exited
2021Q4
Current $422.79

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CHTR
14.19% · -67.5%
TDG
10.22% · +102.7%
PYPL
9.00% · -80.5%
BKIEUR
8.88%
V
8.83% · +42.3%
NOW
8.70% · -84.5%
FIVE
8.66% · +33.6%
GOOGL
7.94% · -87.2%
MTN
7.73% · -60.1%
MERIDIANLINK INC
6.32%
SMLR
5.51%
MSFT
4.02% · +50.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services2 pos$78.9M27.9%
  • Financial Services2 pos$63.6M22.5%
  • Consumer Cyclical2 pos$58.4M20.7%
  • Technology2 pos$45.3M16.0%
  • Industrials1 pos$36.4M12.9%
(20.7% unclassified, excluded from %)