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NEW YORK, NY · CIK 0001948899
Portfolio Value
$1.52B
Positions
29
New
8
Increased
7
Decreased
11
Sold Out
3
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.52B across 29 positions in their Q3 2024 SEC 13F filing (period ending 2024-09-30). The top 10 positions account for 54.4% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $144.91M | 9.54% | - |
| 2 | NVDANVIDIA CORPORATION | $122.66M | 8.08% | - |
| 3 | CYBRCYBERARK SOFTWARE LTD | $89.51M | 5.89% | -2.2% |
| 4 | WDCWESTERN DIGITAL CORP. | $78.38M | 5.16% | +49.0% |
| 5 | DTDYNATRACE INC | $70.22M | 4.62% | +29.7% |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $67.94M | 4.47% | -15.6% |
| 7 | CRSCARPENTER TECHNOLOGY CORP | $67.61M | 4.45% | +21.0% |
| 8 | GEVGE VERNOVA INC | $66.47M | 4.38% | +17.0% |
| 9 | WIXWIX COM LTD | $61.97M | 4.08% | -29.3% |
| 10 | NUNU HLDGS LTD | $56.76M | 3.74% | -35.5% |
| Stock | Value | Shares |
|---|---|---|
| SPOTSPOTIFY TECHNOLOGY S A | $50.30M | 136,500 |
| MDBMONGODB INC | $47.96M | 177,400 |
| CVNACARVANA CO | $44.54M | 255,800 |
| VSTVISTRA CORP | $38.66M | 326,100 |
| ENTGENTEGRIS INC | $34.42M | 305,917 |
| UALUNITED AIRLS HLDGS INC | $31.07M | 544,600 |
| CEGCONSTELLATION ENERGY CORP | $24.71M | 95,018 |
| SBUXSTARBUCKS CORP | $24.52M | 251,500 |
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