Avala Global LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1373.8T
Holdings
24
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 777,703 | $150.3T | 10.94% | |
| 2 | NVDANVIDIA CORPORATION | 1,010,010 | $124.8T | 9.08% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 313,942 | $85.8T | 6.25% | |
| 4 | WIXWIX COM LTD | 524,600 | $83.4T | 6.07% | |
| 5 | NUNU HLDGS LTD | 6,447,450 | $83.1T | 6.05% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 463,700 | $80.6T | 5.87% | |
| 7 | NWSANEWS CORP NEW | 2,269,800 | $62.6T | 4.56% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 377,458 | $61.2T | 4.46% | |
| 9 | MSFTMICROSOFT CORP | 135,397 | $60.5T | 4.40% | |
| 10 | WDCWESTERN DIGITAL CORP. | 770,200 | $58.4T | 4.25% | |
| 11 | OKTAOKTA INC | 577,317 | $54.0T | 3.93% | |
| 12 | STXSEAGATE TECHNOLOGY HLDNGS PL | 521,695 | $53.9T | 3.92% | |
| 13 | TPDTEMPUR SEALY INTL INC | 1,074,305 | $50.9T | 3.70% | |
| 14 | AAPLAPPLE INC | 236,600 | $49.8T | 3.63% | |
| 15 | DTDYNATRACE INC | 1,012,200 | $45.3T | 3.30% | |
| 16 | MUMICRON TECHNOLOGY INC | 337,600 | $44.4T | 3.23% | |
| 17 | WWDWOODWARD INC | 253,600 | $44.2T | 3.22% | |
| 18 | PTCPTC INC | 226,394 | $41.1T | 2.99% | |
| 19 | CRSCARPENTER TECHNOLOGY CORP | 350,300 | $38.4T | 2.79% | |
| 20 | GEVGE VERNOVA INC | 222,800 | $38.2T | 2.78% | |
| 21 | RBRKRUBRIK INC. | 750,000 | $23.0T | 1.67% | |
| 22 | VRTVERTIV HOLDINGS CO | 227,000 | $19.7T | 1.43% | |
| 23 | METAMETA PLATFORMS INC | 31,200 | $15.7T | 1.15% | |
| 24 | RDDTREDDIT INC | 70,000 | $4.5T | 0.33% |