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NEW YORK, NY · CIK 0001948899
New positions
5
Added to
4
Trimmed
16
Exited
5
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.37B across 25 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 63.4% of the portfolio.
Top 25 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $143.91M | 10.51% | -0.1% |
| 2 | NVDANVIDIA CORPORATION | $116.64M | 8.52% | -1.2% |
| 3 | CYBRCYBERARK SOFTWARE LTD | $83.39M | 6.09% | -3.8% |
| 4 | WIXWIX COM LTD | $82.02M | 5.99% | +3.8% |
| 5 | SGITEMPUR SEALY INTL INC | $81.45M | 5.95% | -15.8% |
| 6 | NUNU HLDGS LTD | $80.38M | 5.87% | +16.8% |
| 7 | AMDADVANCED MICRO DEVICES INC | $74.48M | 5.44% | -32.7% |
| 8 | MSFTMICROSOFT CORP | $69.71M | 5.09% | -12.6% |
| 9 | METAMETA PLATFORMS INC | $69.05M | 5.04% | -10.3% |
| 10 | STXSEAGATE TECHNOLOGY HLDNGS PL | $67.09M | 4.90% | -25.6% |
| Stock | Value | Shares |
|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MFG LTD | $59.63M | 438,300 |
| WDCWESTERN DIGITAL CORP. | $35.13M | 514,800 |
| DTDYNATRACE INC | $19.98M | 430,200 |
| RDDTREDDIT INC | $3.45M | 70,000 |
| ALABASTERA LABS INC | $1.48M | 20,000 |
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