13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001948899-23-000006
Total Value
$840.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC | LW | 1,035,959 | $119.1M | 14.18% |
| 2 | NVIDIA CORPORATION | NVDA | 198,100 | $83.8M | 9.98% |
| 3 | AMAZON COM INC | AMZN | 620,300 | $80.9M | 9.63% |
| 4 | MICROSOFT CORP | MSFT | 234,768 | $79.9M | 9.52% |
| 5 | WORLD WRESTLING ENTMT INC | 98156Q108 | 614,252 | $66.6M | 7.93% |
| 6 | TEMPUR SEALY INTL INC | SGI | 1,591,210 | $63.8M | 7.59% |
| 7 | META PLATFORMS INC | META | 211,900 | $60.8M | 7.24% |
| 8 | SONY GROUP CORPORATION | SNEJF | 633,791 | $57.1M | 6.79% |
| 9 | PALO ALTO NETWORKS INC | PANW | 179,100 | $45.8M | 5.45% |
| 10 | LULULEMON ATHLETICA INC | LULU | 118,700 | $44.9M | 5.35% |
| 11 | MONGODB INC | MDB | 98,100 | $40.3M | 4.80% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 316,000 | $36.0M | 4.29% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 295,500 | $29.8M | 3.55% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 213,500 | $16.1M | 1.91% |
| 15 | BATH & BODY WORKS INC | BBWI | 403,100 | $15.1M | 1.80% |