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NEW YORK, NY · CIK 0001948899
Portfolio Value
$276.05M
Positions
13
New
13
Increased
0
Decreased
0
Sold Out
0
Avala Global LP (NEW YORK, NY) reported a portfolio value of $276.05M across 13 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 89.6% of the portfolio.
Top 13 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | $43.89M | 15.90% | New |
| 2 | SGITEMPUR SEALY INTL INC | $34.86M | 12.63% | New |
| 3 | ARMKARAMARK | $31.76M | 11.51% | New |
| 4 | SONYSONY GROUP CORPORATION | $30.33M | 10.99% | New |
| 5 | MSFTMICROSOFT CORP | $30.02M | 10.87% | New |
| 6 | TMUST-MOBILE US INC | $20.29M | 7.35% | New |
| 7 | NVDANVIDIA CORPORATION | $16.46M | 5.96% | New |
| 8 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | $14.61M | 5.29% | New |
| 9 | AMDADVANCED MICRO DEVICES INC | $12.71M | 4.61% | New |
| 10 | PANWPALO ALTO NETWORKS INC | $12.43M | 4.50% | New |
| Stock | Value | Shares |
|---|---|---|
| LWLAMB WESTON HLDGS INC | $43.89M | 491,200 |
| SGITEMPUR SEALY INTL INC | $34.86M | 1,015,412 |
| ARMKARAMARK | $31.76M | 768,242 |
| SONYSONY GROUP CORPORATION | $30.33M | 397,638 |
| MSFTMICROSOFT CORP | $30.02M | 125,168 |
| TMUST-MOBILE US INC | $20.29M | 144,927 |
| NVDANVIDIA CORPORATION | $16.46M | 112,600 |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | $14.61M | 140,260 |
| AMDADVANCED MICRO DEVICES INC | $12.71M | 196,300 |
| PANWPALO ALTO NETWORKS INC | $12.43M | 89,100 |
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