Hedge Fund · CIK 0001601160

Yen Liow

Aravt Global
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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.

Portfolio
$0
Positions
1
Quarter
2022Q2
Filings tracked
31
Capital flow per quarter
BuysSellsNet
+$349M+$174M$0-$174M-$349M'18Q3'18Q4'19Q1'19Q2'19Q3'19Q4'20Q1'20Q2'20Q3'20Q4'21Q1'21Q2'21Q3'21Q4'22Q1'22Q2
Latest · 2022Q2
-$11M
Lifetime buys
$696M
Lifetime sells
$1.98B

Quarter activity

What changed in 2020Q3 - net new, added, trimmed, exited.
New positions2 names
  • BABAALIBABA GROUP HLDG LTD
    +106,303
    $31.3M
  • FIVEFIVE BELOW INC
    +76,219
    $9.7M
Added to0 names
Trimmed11 names
  • PYPLPAYPAL HLDGS INC
    78,000
    $15.4M
  • CHTRCHARTER COMMUNICATIONS INC N
    23,977
    $15.0M
  • VVISA INC
    71,007
    $14.2M
  • ADSKAUTODESK INC
    54,000
    $12.5M
  • MSFTMICROSOFT CORP
    54,985
    $11.6M
  • GDDYGODADDY INC
    143,000
    $10.9M
  • TDGTRANSDIGM GROUP INC
    21,994
    $10.4M
  • NOWSERVICENOW INC
    19,055
    $9.2M
  • GOOGLALPHABET INC
    4,997
    $7.3M
  • MTNVAIL RESORTS INC
    31,000
    $6.6M
  • BKIEURBLACK KNIGHT INC
    36,849
    $3.2M
Exited1 name
  • ADBEADOBE SYSTEMS INCORPORATED
    29,081
    $12.7M

Recent transactions

Last 20 moves
SOLD
FIVE BELOW INC
11,162
~$158.39 · 2022Q2
2022-08-01
NEW
Yen Liow (Aravt Global) opened a new position in 000000000
No Securities
+0
· 2022Q2
2022-08-01
SOLD
TRANSDIGM GROUP INC
8,767
~$651.53 · 2022Q2
2022-08-01
SOLD
VISA INC
12,676
~$221.76 · 2022Q2
2022-08-01
SOLD
BLACK KNIGHT INC
18,145
~$57.98 · 2022Q2
2022-08-01
SOLD
SEMLER SCIENTIFIC INC
215,825
~$91.65 · 2022Q1
2022-05-13
SOLD
CHARTER COMMUNICATIONS INC N
48,960
~$651.96 · 2022Q1
2022-05-13
SOLD
Yen Liow (Aravt Global) exited 58985J105
MERIDIANLINK INC
1,091,719
~$21.58 · 2022Q1
2022-05-13
SOLD
PAYPAL HLDGS INC
141,881
~$188.58 · 2022Q1
2022-05-13
TRIM
BLACK KNIGHT INC
444,530
~$57.98 · 2022Q1
2022-05-13
SOLD
GITLAB INC
251,976
~$87.00 · 2022Q1
2022-05-13
SOLD
SERVICENOW INC
52,295
~$649.11 · 2022Q1
2022-05-13
TRIM
TRANSDIGM GROUP INC
52,525
~$651.53 · 2022Q1
2022-05-13
TRIM
FIVE BELOW INC
182,265
~$158.39 · 2022Q1
2022-05-13
TRIM
VISA INC
135,601
~$221.76 · 2022Q1
2022-05-13
TRIM
CHARTER COMMUNICATIONS INC N
20,544
~$651.96 · 2021Q4
2022-02-14
ADD
PAYPAL HLDGS INC
+18,537
~$188.58 · 2021Q4
2022-02-14
SOLD
ALPHABET INC
10,591
~$2673.50 · 2021Q4
2022-02-14
ADD
BLACK KNIGHT INC
+22,980
~$82.89 · 2021Q4
2022-02-14
NEW
Yen Liow (Aravt Global) opened a new position in GTLB
GITLAB INC
+251,976
~$87.00 · 2021Q4
2022-02-14