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NEW YORK, NY · CIK 0001948899
Portfolio Value
$1.03B
Positions
18
New
7
Increased
10
Decreased
1
Sold Out
4
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.03B across 18 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 81.9% of the portfolio.
Top 18 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | $128.51M | 12.47% | +73.4% |
| 2 | NVDANVIDIA CORPORATION | $113.18M | 10.99% | +31.3% |
| 3 | LWLAMB WESTON HLDGS INC | $111.19M | 10.79% | +16.1% |
| 4 | AMZNAMAZON COM INC | $107.07M | 10.39% | +35.8% |
| 5 | SGITEMPUR SEALY INTL INC | $82.43M | 8.00% | +19.5% |
| 6 | METAMETA PLATFORMS INC | $75.47M | 7.33% | +18.6% |
| 7 | SONYSONY GROUP CORP | $64.93M | 6.30% | +24.3% |
| 8 | LULULULULEMON ATHLETICA INC | $61.20M | 5.94% | +33.7% |
| 9 | TKOTKO GROUP HOLDINGS INC | $58.30M | 5.66% | New |
| 10 | AMDADVANCED MICRO DEVICES INC | $41.07M | 3.99% | +26.4% |
| Stock | Value | Shares |
|---|---|---|
| TKOTKO GROUP HOLDINGS INC | $58.30M | 693,594 |
| MUMICRON TECHNOLOGY INC | $33.10M | 486,600 |
| VRTVERTIV HOLDINGS CO | $31.77M | 854,100 |
| CRMSALESFORCE INC | $23.91M | 117,900 |
| ARMARM HOLDINGS PLC | $21.41M | 400,000 |
| CARTMAPLEBEAR INC | $2.38M | 80,000 |
| KVYOKLAVIYO INC | $1.38M | 40,000 |
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