13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001948899-23-000004
Total Value
$611.4M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC | LW | 974,059 | $101.8M | 16.65% |
| 2 | TEMPUR SEALY INTL INC | SGI | 1,469,210 | $58.0M | 9.49% |
| 3 | SONY GROUP CORPORATION | SNEJF | 607,491 | $55.1M | 9.01% |
| 4 | WORLD WRESTLING ENTMT INC | 98156Q108 | 561,352 | $51.2M | 8.38% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 545,700 | $50.8M | 8.30% |
| 6 | NVIDIA CORPORATION | NVDA | 181,100 | $50.3M | 8.23% |
| 7 | MICROSOFT CORP | MSFT | 168,468 | $48.6M | 7.94% |
| 8 | META PLATFORMS INC | META | 221,400 | $46.9M | 7.67% |
| 9 | PALO ALTO NETWORKS INC | PANW | 221,600 | $44.3M | 7.24% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 458,994 | $34.3M | 5.62% |
| 11 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 276,700 | $33.0M | 5.40% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 205,700 | $20.2M | 3.30% |
| 13 | BATH & BODY WORKS INC | BBWI | 463,326 | $16.9M | 2.77% |