Avala Global LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.6T
Holdings
26
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 825,203 | $181.0B | 11.27% | |
| 2 | NVDANVIDIA CORPORATION | 1,010,010 | $135.6B | 8.45% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 306,942 | $102.3B | 6.37% | |
| 4 | ASAMER SPORTS INC | 3,449,753 | $96.5B | 6.01% | |
| 5 | UALUNITED AIRLS HLDGS INC | 989,900 | $96.1B | 5.99% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 478,284 | $94.5B | 5.88% | |
| 7 | WDCWESTERN DIGITAL CORP | 1,424,200 | $84.9B | 5.29% | |
| 8 | GEVGE VERNOVA INC | 254,194 | $83.6B | 5.21% | |
| 9 | RDDTREDDIT INC | 509,483 | $83.3B | 5.19% | |
| 10 | CRSCARPENTER TECHNOLOGY CORP | 465,295 | $79.0B | 4.92% | |
| 11 | MSFTMICROSOFT CORP | 117,397 | $49.5B | 3.08% | |
| 12 | WIXWIX COM LTD | 223,626 | $48.0B | 2.99% | |
| 13 | VSTVISTRA CORP | 326,100 | $45.0B | 2.80% | |
| 14 | NUNU HLDGS LTD | 4,284,063 | $44.4B | 2.76% | |
| 15 | WWDWOODWARD INC | 262,298 | $43.7B | 2.72% | |
| 16 | LITELUMENTUM HLDGS INC | 491,500 | $41.3B | 2.57% | |
| 17 | TPDTEMPUR SEALY INTL INC | 700,907 | $39.7B | 2.47% | |
| 18 | MDBMONGODB INC | 170,200 | $39.6B | 2.47% | |
| 19 | CVNACARVANA CO | 191,385 | $38.9B | 2.42% | |
| 20 | OKTAOKTA INC | 399,555 | $31.5B | 1.96% | |
| 21 | SPOTSPOTIFY TECHNOLOGY S A | 69,600 | $31.1B | 1.94% | |
| 22 | METAMETA PLATFORMS INC | 47,900 | $28.0B | 1.75% | |
| 23 | CRMSALESFORCE INC | 82,200 | $27.5B | 1.71% | |
| 24 | RBRKRUBRIK INC. | 375,000 | $24.5B | 1.53% | |
| 25 | CEGCONSTELLATION ENERGY CORP | 95,018 | $21.3B | 1.32% | |
| 26 | ENQENTEGRIS INC | 154,293 | $15.3B | 0.95% |