13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001948899-23-000002
Total Value
$276.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC | LW | 491,200 | $43.9M | 15.90% |
| 2 | TEMPUR SEALY INTL INC | SGI | 1,015,412 | $34.9M | 12.63% |
| 3 | ARAMARK | ARMK | 768,242 | $31.8M | 11.51% |
| 4 | SONY GROUP CORPORATION | SNEJF | 397,638 | $30.3M | 10.99% |
| 5 | MICROSOFT CORP | MSFT | 125,168 | $30.0M | 10.87% |
| 6 | T-MOBILE US INC | TMUSZ | 144,927 | $20.3M | 7.35% |
| 7 | NVIDIA CORPORATION | NVDA | 112,600 | $16.5M | 5.96% |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 140,260 | $14.6M | 5.29% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 196,300 | $12.7M | 4.61% |
| 10 | PALO ALTO NETWORKS INC | PANW | 89,100 | $12.4M | 4.50% |
| 11 | WORLD WRESTLING ENTMT INC | 98156Q108 | 173,520 | $11.9M | 4.31% |
| 12 | LIBERTY MEDIA CORP DEL | FWONB | 165,545 | $9.9M | 3.59% |
| 13 | BATH & BODY WORKS INC | BBWI | 163,765 | $6.9M | 2.50% |