13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001948899-23-000007
Total Value
$1.03B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 406,997 | $128.5M | 12.47% |
| 2 | NVIDIA CORPORATION | NVDA | 260,191 | $113.2M | 10.99% |
| 3 | LAMB WESTON HLDGS INC | LW | 1,202,616 | $111.2M | 10.79% |
| 4 | AMAZON COM INC | AMZN | 842,303 | $107.1M | 10.39% |
| 5 | TEMPUR SEALY INTL INC | SGI | 1,902,025 | $82.4M | 8.00% |
| 6 | META PLATFORMS INC | META | 251,400 | $75.5M | 7.33% |
| 7 | SONY GROUP CORP | SNEJF | 787,947 | $64.9M | 6.30% |
| 8 | LULULEMON ATHLETICA INC | LULU | 158,700 | $61.2M | 5.94% |
| 9 | TKO GROUP HOLDINGS INC | TKO | 693,594 | $58.3M | 5.66% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 399,392 | $41.1M | 3.99% |
| 11 | MONGODB INC | MDB | 117,000 | $40.5M | 3.93% |
| 12 | MICRON TECHNOLOGY INC | MU | 486,600 | $33.1M | 3.21% |
| 13 | PALO ALTO NETWORKS INC | PANW | 138,248 | $32.4M | 3.15% |
| 14 | VERTIV HOLDINGS CO | VRT | 854,100 | $31.8M | 3.08% |
| 15 | SALESFORCE INC | CRM | 117,900 | $23.9M | 2.32% |
| 16 | ARM HOLDINGS PLC | 042068205 | 400,000 | $21.4M | 2.08% |
| 17 | MAPLEBEAR INC | CART | 80,000 | $2.4M | 0.23% |
| 18 | KLAVIYO INC | KVYO | 40,000 | $1.4M | 0.13% |