13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001948899-25-000002
Total Value
$1.61B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 825,203 | $181.0M | 11.27% |
| 2 | NVIDIA CORPORATION | NVDA | 1,010,010 | $135.6M | 8.45% |
| 3 | CYBERARK SOFTWARE LTD | M2682V108 | 306,942 | $102.3M | 6.37% |
| 4 | AMER SPORTS INC | AS | 3,449,753 | $96.5M | 6.01% |
| 5 | UNITED AIRLS HLDGS INC | UNTCW | 989,900 | $96.1M | 5.99% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 478,284 | $94.5M | 5.88% |
| 7 | WESTERN DIGITAL CORP | WDC | 1,424,200 | $84.9M | 5.29% |
| 8 | GE VERNOVA INC | GEV | 254,194 | $83.6M | 5.21% |
| 9 | REDDIT INC | RDDT | 509,483 | $83.3M | 5.19% |
| 10 | CARPENTER TECHNOLOGY CORP | CRS | 465,295 | $79.0M | 4.92% |
| 11 | MICROSOFT CORP | MSFT | 117,397 | $49.5M | 3.08% |
| 12 | WIX COM LTD | WIX | 223,626 | $48.0M | 2.99% |
| 13 | VISTRA CORP | VST | 326,100 | $45.0M | 2.80% |
| 14 | NU HLDGS LTD | NU | 4,284,063 | $44.4M | 2.76% |
| 15 | WOODWARD INC | WWD | 262,298 | $43.7M | 2.72% |
| 16 | LUMENTUM HLDGS INC | LITE | 491,500 | $41.3M | 2.57% |
| 17 | TEMPUR SEALY INTL INC | SGI | 700,907 | $39.7M | 2.47% |
| 18 | MONGODB INC | MDB | 170,200 | $39.6M | 2.47% |
| 19 | CARVANA CO | CVNA | 191,385 | $38.9M | 2.42% |
| 20 | OKTA INC | OKTA | 399,555 | $31.5M | 1.96% |
| 21 | SPOTIFY TECHNOLOGY S A | SPOT | 69,600 | $31.1M | 1.94% |
| 22 | META PLATFORMS INC | META | 47,900 | $28.0M | 1.75% |
| 23 | SALESFORCE INC | CRM | 82,200 | $27.5M | 1.71% |
| 24 | RUBRIK INC. | RBRK | 375,000 | $24.5M | 1.53% |
| 25 | CONSTELLATION ENERGY CORP | CEG | 95,018 | $21.3M | 1.32% |
| 26 | ENTEGRIS INC | ENTG | 154,293 | $15.3M | 0.95% |