Avala Global LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1295.7T
Holdings
25
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 798,603 | $121.3T | 9.36% | |
| 2 | AMDADVANCED MICRO DEVICES INC | 613,458 | $90.4T | 6.98% | |
| 3 | TPDTEMPUR SEALY INTL INC | 1,702,140 | $86.8T | 6.70% | |
| 4 | STXSEAGATE TECHNOLOGY HLDNGS PL | 969,095 | $82.7T | 6.38% | |
| 5 | LWLAMB WESTON HLDGS INC | 739,169 | $79.9T | 6.17% | |
| 6 | CYBRCYBERARK SOFTWARE LTD | 326,447 | $71.5T | 5.52% | |
| 7 | MSFTMICROSOFT CORP | 189,597 | $71.3T | 5.50% | |
| 8 | WIXWIX COM LTD | 574,583 | $70.7T | 5.46% | |
| 9 | BLDRBUILDERS FIRSTSOURCE INC | 413,100 | $69.0T | 5.32% | |
| 10 | NVDANVIDIA CORPORATION | 130,691 | $64.7T | 4.99% | |
| 11 | NWSANEWS CORP NEW | 2,564,800 | $63.0T | 4.86% | |
| 12 | TKOTKO GROUP HOLDINGS INC | 695,401 | $56.7T | 4.38% | |
| 13 | METAMETA PLATFORMS INC | 158,600 | $56.1T | 4.33% | |
| 14 | NUNU HLDGS LTD | 5,770,366 | $48.1T | 3.71% | |
| 15 | OKTAOKTA INC | 500,000 | $45.3T | 3.49% | |
| 16 | SONYSONY GROUP CORP | 429,036 | $40.6T | 3.14% | |
| 17 | PTCPTC INC | 211,544 | $37.0T | 2.86% | |
| 18 | CRMSALESFORCE INC | 119,200 | $31.4T | 2.42% | |
| 19 | ARMARM HOLDINGS PLC | 400,000 | $30.1T | 2.32% | |
| 20 | PCORPROCORE TECHNOLOGIES INC | 387,800 | $26.8T | 2.07% | |
| 21 | VRTVERTIV HOLDINGS CO | 405,927 | $19.5T | 1.50% | |
| 22 | MDBMONGODB INC | 36,600 | $15.0T | 1.15% | |
| 23 | MUMICRON TECHNOLOGY INC | 174,400 | $14.9T | 1.15% | |
| 24 | CARTMAPLEBEAR INC | 80,000 | $1.9T | 0.14% | |
| 25 | KVYOKLAVIYO INC | 40,000 | $1.1T | 0.09% |