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NEW YORK, NY · CIK 0001948899
Portfolio Value
$1.37B
Positions
24
New
5
Increased
6
Decreased
10
Sold Out
6
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.37B across 24 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 61.9% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $150.29M | 10.94% | -2.5% |
| 2 | NVDANVIDIA CORPORATION | $124.78M | 9.08% | +682.4% |
| 3 | CYBRCYBERARK SOFTWARE LTD | $85.84M | 6.25% | - |
| 4 | WIXWIX COM LTD | $83.45M | 6.07% | -12.1% |
| 5 | NUNU HLDGS LTD | $83.11M | 6.05% | -4.3% |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $80.60M | 5.87% | +5.8% |
| 7 | NWSANEWS CORP NEW | $62.58M | 4.56% | - |
| 8 | AMDADVANCED MICRO DEVICES INC | $61.23M | 4.46% | -8.5% |
| 9 | MSFTMICROSOFT CORP | $60.52M | 4.40% | -18.3% |
| 10 | WDCWESTERN DIGITAL CORP. | $58.36M | 4.25% | +49.6% |
| Stock | Value | Shares |
|---|---|---|
| AAPLAPPLE INC | $49.83M | 236,600 |
| WWDWOODWARD INC | $44.22M | 253,600 |
| CRSCARPENTER TECHNOLOGY CORP | $38.39M | 350,300 |
| GEVGE VERNOVA INC | $38.21M | 222,800 |
| RBRKRUBRIK INC. | $23.00M | 750,000 |
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