Avala Global LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1518.4T
Holdings
29
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 777,703 | $144.9T | 9.54% | |
| 2 | NVDANVIDIA CORPORATION | 1,010,010 | $122.7T | 8.08% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 306,942 | $89.5T | 5.89% | |
| 4 | WDCWESTERN DIGITAL CORP. | 1,147,700 | $78.4T | 5.16% | |
| 5 | DTDYNATRACE INC | 1,313,227 | $70.2T | 4.62% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 391,184 | $67.9T | 4.47% | |
| 7 | CRSCARPENTER TECHNOLOGY CORP | 423,700 | $67.6T | 4.45% | |
| 8 | GEVGE VERNOVA INC | 260,694 | $66.5T | 4.38% | |
| 9 | WIXWIX COM LTD | 370,704 | $62.0T | 4.08% | |
| 10 | NUNU HLDGS LTD | 4,158,480 | $56.8T | 3.74% | |
| 11 | MSFTMICROSOFT CORP | 117,397 | $50.5T | 3.33% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 136,500 | $50.3T | 3.31% | |
| 13 | WWDWOODWARD INC | 280,100 | $48.0T | 3.16% | |
| 14 | MDBMONGODB INC | 177,400 | $48.0T | 3.16% | |
| 15 | CVNACARVANA CO | 255,800 | $44.5T | 2.93% | |
| 16 | TPDTEMPUR SEALY INTL INC | 781,407 | $42.7T | 2.81% | |
| 17 | AMDADVANCED MICRO DEVICES INC | 254,958 | $41.8T | 2.76% | |
| 18 | VSTVISTRA CORP | 326,100 | $38.7T | 2.55% | |
| 19 | NWSANEWS CORP NEW | 1,395,154 | $37.2T | 2.45% | |
| 20 | OKTAOKTA INC | 499,291 | $37.1T | 2.44% | |
| 21 | RDDTREDDIT INC | 546,100 | $36.0T | 2.37% | |
| 22 | ENQENTEGRIS INC | 305,917 | $34.4T | 2.27% | |
| 23 | UALUNITED AIRLS HLDGS INC | 544,600 | $31.1T | 2.05% | |
| 24 | METAMETA PLATFORMS INC | 47,900 | $27.4T | 1.81% | |
| 25 | STXSEAGATE TECHNOLOGY HLDNGS PL | 244,695 | $26.8T | 1.77% | |
| 26 | CEGCONSTELLATION ENERGY CORP | 95,018 | $24.7T | 1.63% | |
| 27 | SBUXSTARBUCKS CORP | 251,500 | $24.5T | 1.61% | |
| 28 | AAPLAPPLE INC | 103,790 | $24.2T | 1.59% | |
| 29 | RBRKRUBRIK INC. | 750,000 | $24.1T | 1.59% |