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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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  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 · 2021Q4
10 positions
1
FIVEFIVE BELOW INC
Consumer Cyclical·Specialty Retail
13.02%
of portfolio
Number of shares
193,427 sh
Holdings current value
$40.02M
Avg closing price
$168.95
+39.8%
Last action
Exited
2022Q2
Current $236.26
2
TDGTRANSDIGM GROUP INC
Industrials·Aerospace & Defense
12.69%
of portfolio
Number of shares
61,292 sh
Holdings current value
$39.00M
Avg closing price
$347.98
+263.8%
Last action
Exited
2022Q2
Current $1266
3
BKIEURBLACK KNIGHT INC
12.48%
of portfolio
Number of shares
462,675 sh
Holdings current value
$38.35M
Avg closing price
$64.15
Last action
Exited
2022Q2
Current —
4
NOWSERVICENOW INC
Technology·Software - Application
11.04%
of portfolio
Number of shares
52,295 sh
Holdings current value
$33.95M
Avg closing price
$437.36
-77.9%
Last action
Exited
2022Q1
Current $96.66
5
VVISA INC
Financial Services·Credit Services
10.45%
of portfolio
Number of shares
148,277 sh
Holdings current value
$32.13M
Avg closing price
$114.68
+176.4%
Last action
Exited
2022Q2
Current $317.02
6
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
10.38%
of portfolio
Number of shares
48,960 sh
Holdings current value
$31.92M
Avg closing price
$361.83
-34.6%
Last action
Exited
2022Q1
Current $236.62
7
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
8.70%
of portfolio
Number of shares
141,881 sh
Holdings current value
$26.76M
Avg closing price
$62.77
-19.1%
Last action
Exited
2022Q1
Current $50.81
8
58985J105MERIDIANLINK INC
7.66%
of portfolio
Number of shares
1,091,719 sh
Holdings current value
$23.56M
Avg closing price
$22.30
Last action
Exited
2022Q1
Current —
9
GTLBGITLAB INC
Technology·Software - Infrastructure
7.13%
of portfolio
Number of shares
251,976 sh
Holdings current value
$21.92M
Avg closing price
$87.00
-75.4%
Last action
Exited
2022Q1
Current $21.42
10
SMLRSEMLER SCIENTIFIC INC
6.43%
of portfolio
Number of shares
215,825 sh
Holdings current value
$19.78M
Avg closing price
$115.94
Last action
Exited
2022Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FIVE
13.02% · +14.2%
TDG
12.69% · +98.9%
BKIEUR
12.48%
NOW
11.04% · -85.1%
V
10.45% · +46.3%
CHTR
10.38% · -63.7%
PYPL
8.70% · -73.1%
MERIDIANLINK INC
7.66%
GTLB
7.13% · -75.4%
SMLR
6.43%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services2 pos$58.9M26.1%
  • Technology2 pos$55.9M24.8%
  • Consumer Cyclical1 pos$40.0M17.7%
  • Industrials1 pos$39.0M17.3%
  • Communication Services1 pos$31.9M14.1%
(26.6% unclassified, excluded from %)