13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001948899-24-000010
Total Value
$1.52B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 777,703 | $144.9M | 9.54% |
| 2 | NVIDIA CORPORATION | NVDA | 1,010,010 | $122.7M | 8.08% |
| 3 | CYBERARK SOFTWARE LTD | M2682V108 | 306,942 | $89.5M | 5.89% |
| 4 | WESTERN DIGITAL CORP. | WDC | 1,147,700 | $78.4M | 5.16% |
| 5 | DYNATRACE INC | DT | 1,313,227 | $70.2M | 4.62% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 391,184 | $67.9M | 4.47% |
| 7 | CARPENTER TECHNOLOGY CORP | CRS | 423,700 | $67.6M | 4.45% |
| 8 | GE VERNOVA INC | GEV | 260,694 | $66.5M | 4.38% |
| 9 | WIX COM LTD | WIX | 370,704 | $62.0M | 4.08% |
| 10 | NU HLDGS LTD | NU | 4,158,480 | $56.8M | 3.74% |
| 11 | MICROSOFT CORP | MSFT | 117,397 | $50.5M | 3.33% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 136,500 | $50.3M | 3.31% |
| 13 | WOODWARD INC | WWD | 280,100 | $48.0M | 3.16% |
| 14 | MONGODB INC | MDB | 177,400 | $48.0M | 3.16% |
| 15 | CARVANA CO | CVNA | 255,800 | $44.5M | 2.93% |
| 16 | TEMPUR SEALY INTL INC | SGI | 781,407 | $42.7M | 2.81% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 254,958 | $41.8M | 2.76% |
| 18 | VISTRA CORP | VST | 326,100 | $38.7M | 2.55% |
| 19 | NEWS CORP NEW | NWSLL | 1,395,154 | $37.2M | 2.45% |
| 20 | OKTA INC | OKTA | 499,291 | $37.1M | 2.44% |
| 21 | REDDIT INC | RDDT | 546,100 | $36.0M | 2.37% |
| 22 | ENTEGRIS INC | ENTG | 305,917 | $34.4M | 2.27% |
| 23 | UNITED AIRLS HLDGS INC | UNTCW | 544,600 | $31.1M | 2.05% |
| 24 | META PLATFORMS INC | META | 47,900 | $27.4M | 1.81% |
| 25 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 244,695 | $26.8M | 1.77% |
| 26 | CONSTELLATION ENERGY CORP | CEG | 95,018 | $24.7M | 1.63% |
| 27 | STARBUCKS CORP | SBUX | 251,500 | $24.5M | 1.61% |
| 28 | APPLE INC | AAPL | 103,790 | $24.2M | 1.59% |
| 29 | RUBRIK INC. | RBRK | 750,000 | $24.1M | 1.59% |