Loading...
Loading...
NEW YORK, NY · CIK 0001948899
Portfolio Value
$1.30B
Positions
25
New
9
Increased
3
Decreased
10
Sold Out
2
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.30B across 25 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 62.4% 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 | $121.34M | 9.36% | -5.2% |
| 2 | AMDADVANCED MICRO DEVICES INC | $90.43M | 6.98% | +53.6% |
| 3 | SGITEMPUR SEALY INTL INC | $86.76M | 6.70% | -10.5% |
| 4 | STXSEAGATE TECHNOLOGY HLDNGS PL | $82.73M | 6.38% | New |
| 5 | LWLAMB WESTON HLDGS INC | $79.90M | 6.17% | -38.5% |
| 6 | CYBRCYBERARK SOFTWARE LTD | $71.51M | 5.52% | New |
| 7 | MSFTMICROSOFT CORP | $71.30M | 5.50% | -53.4% |
| 8 | WIXWIX COM LTD | $70.69M | 5.46% | New |
| 9 | BLDRBUILDERS FIRSTSOURCE INC | $68.96M | 5.32% | New |
| 10 | NVDANVIDIA CORPORATION | $64.72M | 4.99% | -49.8% |
| Stock | Value | Shares |
|---|---|---|
| STXSEAGATE TECHNOLOGY HLDNGS PL | $82.73M | 969,095 |
| CYBRCYBERARK SOFTWARE LTD | $71.51M | 326,447 |
| WIXWIX COM LTD | $70.69M | 574,583 |
| BLDRBUILDERS FIRSTSOURCE INC | $68.96M | 413,100 |
| NWSANEWS CORP NEW | $62.97M | 2,564,800 |
| NUNU HLDGS LTD | $48.07M | 5,770,366 |
| OKTAOKTA INC | $45.27M | 500,000 |
| PTCPTC INC | $37.01M | 211,544 |
| PCORPROCORE TECHNOLOGIES INC | $26.84M | 387,800 |
Get alerts when Avala Global LP files new 13F holdings.