Avala Global LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.4T
Holdings
25
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 797,803 | $143.9B | 10.51% | |
| 2 | NVDANVIDIA CORPORATION | 129,091 | $116.6B | 8.52% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 313,942 | $83.4B | 6.09% | |
| 4 | WIXWIX COM LTD | 596,573 | $82.0B | 5.99% | |
| 5 | TPDTEMPUR SEALY INTL INC | 1,433,540 | $81.5B | 5.95% | |
| 6 | NUNU HLDGS LTD | 6,737,491 | $80.4B | 5.87% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 412,658 | $74.5B | 5.44% | |
| 8 | MSFTMICROSOFT CORP | 165,697 | $69.7B | 5.09% | |
| 9 | METAMETA PLATFORMS INC | 142,200 | $69.0B | 5.04% | |
| 10 | STXSEAGATE TECHNOLOGY HLDNGS PL | 720,995 | $67.1B | 4.90% | |
| 11 | BLDRBUILDERS FIRSTSOURCE INC | 306,279 | $63.9B | 4.67% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 438,300 | $59.6B | 4.36% | |
| 13 | NWSANEWS CORP NEW | 2,269,800 | $59.4B | 4.34% | |
| 14 | CRMSALESFORCE INC | 192,485 | $58.0B | 4.23% | |
| 15 | PTCPTC INC | 283,594 | $53.6B | 3.91% | |
| 16 | OKTAOKTA INC | 479,917 | $50.2B | 3.67% | |
| 17 | WDCWESTERN DIGITAL CORP. | 514,800 | $35.1B | 2.57% | |
| 18 | VRTVERTIV HOLDINGS CO | 384,400 | $31.4B | 2.29% | |
| 19 | DTDYNATRACE INC | 430,200 | $20.0B | 1.46% | |
| 20 | LWLAMB WESTON HLDGS INC | 186,900 | $19.9B | 1.45% | |
| 21 | PCORPROCORE TECHNOLOGIES INC | 183,000 | $15.0B | 1.10% | |
| 22 | MUMICRON TECHNOLOGY INC | 126,200 | $14.9B | 1.09% | |
| 23 | SONYSONY GROUP CORP | 173,300 | $14.9B | 1.09% | |
| 24 | RDDTREDDIT INC | 70,000 | $3.5B | 0.25% | |
| 25 | ALABASTERA LABS INC | 20,000 | $1.5B | 0.11% |