Avala Global as of Dec. 31, 2022
Portfolio Holdings for Avala Global
Avala Global holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 15.9 | $44M | 491k | 89.36 | |
| Tempur-Pedic International (TPX) | 12.6 | $35M | 1.0M | 34.33 | |
| Aramark Hldgs (ARMK) | 11.5 | $32M | 768k | 41.34 | |
| Sony Group Corporation Sponsored Adr (SONY) | 11.0 | $30M | 398k | 76.28 | |
| Microsoft Corporation (MSFT) | 10.9 | $30M | 125k | 239.82 | |
| Metropcs Communications (TMUS) | 7.4 | $20M | 145k | 140.00 | |
| NVIDIA Corporation (NVDA) | 6.0 | $17M | 113k | 146.14 | |
| Take-Two Interactive Software (TTWO) | 5.3 | $15M | 140k | 104.13 | |
| Advanced Micro Devices (AMD) | 4.6 | $13M | 196k | 64.77 | |
| Palo Alto Networks (PANW) | 4.5 | $12M | 89k | 139.54 | |
| World Wrestling Entmt Cl A | 4.3 | $12M | 174k | 68.52 | |
| Liberty Media Corp Del Com Ser C Frmla | 3.6 | $9.9M | 166k | 59.78 | |
| Bath & Body Works In (BBWI) | 2.5 | $6.9M | 164k | 42.14 |
