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NEW YORK, NY · CIK 0001948899
New positions
3
Added to
6
Trimmed
11
Exited
6
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.61B across 26 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). The top 10 positions account for 64.6% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $181.04M | 11.27% | +6.1% |
| 2 | NVDANVIDIA CORPORATION | $135.63M | 8.45% | - |
| 3 | CYBRCYBERARK SOFTWARE LTD | $102.26M | 6.37% | - |
| 4 | ASAMER SPORTS INC | $96.46M | 6.01% | New |
| 5 | UALUNITED AIRLS HLDGS INC | $96.12M | 5.99% | +81.8% |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $94.46M | 5.88% | +22.3% |
| 7 | WDCWESTERN DIGITAL CORP | $84.93M | 5.29% | +24.1% |
| 8 | GEVGE VERNOVA INC | $83.61M | 5.21% | -2.5% |
| 9 | RDDTREDDIT INC | $83.27M | 5.19% | -6.7% |
| 10 | CRSCARPENTER TECHNOLOGY CORP | $78.97M | 4.92% | +9.8% |
| Stock | Value | Shares |
|---|---|---|
| ASAMER SPORTS INC | $96.46M | 3,449,753 |
| LITELUMENTUM HLDGS INC | $41.26M | 491,500 |
| CRMSALESFORCE INC | $27.48M | 82,200 |
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