Avala Global LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$276.0T
Holdings
13
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LWLAMB WESTON HLDGS INC | 491,200 | $43.9T | 15.90% | |
| 2 | TPDTEMPUR SEALY INTL INC | 1,015,412 | $34.9T | 12.63% | |
| 3 | ARMKARAMARK | 768,242 | $31.8T | 11.51% | |
| 4 | SONYSONY GROUP CORPORATION | 397,638 | $30.3T | 10.99% | |
| 5 | MSFTMICROSOFT CORP | 125,168 | $30.0T | 10.87% | |
| 6 | TMUST-MOBILE US INC | 144,927 | $20.3T | 7.35% | |
| 7 | NVDANVIDIA CORPORATION | 112,600 | $16.5T | 5.96% | |
| 8 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 140,260 | $14.6T | 5.29% | |
| 9 | AMDADVANCED MICRO DEVICES INC | 196,300 | $12.7T | 4.61% | |
| 10 | PANWPALO ALTO NETWORKS INC | 89,100 | $12.4T | 4.50% | |
| 11 | WWEUSDWORLD WRESTLING ENTMT INC | 173,520 | $11.9T | 4.31% | |
| 12 | FWONALIBERTY MEDIA CORP DEL | 165,545 | $9.9T | 3.59% | |
| 13 | BBWIBATH & BODY WORKS INC | 163,765 | $6.9T | 2.50% |