Avala Global LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$840.0T
Holdings
15
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 1,035,959 | $119.1T | 14.18% | |
| 2 | NVDANVIDIA CORPORATION | 198,100 | $83.8T | 9.98% | |
| 3 | AMZNAMAZON COM INC | 620,300 | $80.9T | 9.63% | |
| 4 | MSFTMICROSOFT CORP | 234,768 | $79.9T | 9.52% | |
| 5 | WWEUSDWORLD WRESTLING ENTMT INC | 614,252 | $66.6T | 7.93% | |
| 6 | TPDTEMPUR SEALY INTL INC | 1,591,210 | $63.8T | 7.59% | |
| 7 | METAMETA PLATFORMS INC | 211,900 | $60.8T | 7.24% | |
| 8 | SONYSONY GROUP CORPORATION | 633,791 | $57.1T | 6.79% | |
| 9 | PANWPALO ALTO NETWORKS INC | 179,100 | $45.8T | 5.45% | |
| 10 | LULULULULEMON ATHLETICA INC | 118,700 | $44.9T | 5.35% | |
| 11 | MDBMONGODB INC | 98,100 | $40.3T | 4.80% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 316,000 | $36.0T | 4.29% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 295,500 | $29.8T | 3.55% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 213,500 | $16.1T | 1.91% | |
| 15 | BBWIBATH & BODY WORKS INC | 403,100 | $15.1T | 1.80% |