Avala Global LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1030.2T
Holdings
18
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 406,997 | $128.5T | 12.47% | |
| 2 | NVDANVIDIA CORPORATION | 260,191 | $113.2T | 10.99% | |
| 3 | LWLAMB WESTON HLDGS INC | 1,202,616 | $111.2T | 10.79% | |
| 4 | AMZNAMAZON COM INC | 842,303 | $107.1T | 10.39% | |
| 5 | TPDTEMPUR SEALY INTL INC | 1,902,025 | $82.4T | 8.00% | |
| 6 | METAMETA PLATFORMS INC | 251,400 | $75.5T | 7.33% | |
| 7 | SONYSONY GROUP CORP | 787,947 | $64.9T | 6.30% | |
| 8 | LULULULULEMON ATHLETICA INC | 158,700 | $61.2T | 5.94% | |
| 9 | TKOTKO GROUP HOLDINGS INC | 693,594 | $58.3T | 5.66% | |
| 10 | AMDADVANCED MICRO DEVICES INC | 399,392 | $41.1T | 3.99% | |
| 11 | MDBMONGODB INC | 117,000 | $40.5T | 3.93% | |
| 12 | MUMICRON TECHNOLOGY INC | 486,600 | $33.1T | 3.21% | |
| 13 | PANWPALO ALTO NETWORKS INC | 138,248 | $32.4T | 3.15% | |
| 14 | VRTVERTIV HOLDINGS CO | 854,100 | $31.8T | 3.08% | |
| 15 | CRMSALESFORCE INC | 117,900 | $23.9T | 2.32% | |
| 16 | ARMARM HOLDINGS PLC | 400,000 | $21.4T | 2.08% | |
| 17 | CARTMAPLEBEAR INC | 80,000 | $2.4T | 0.23% | |
| 18 | KVYOKLAVIYO INC | 40,000 | $1.4T | 0.13% |