Avala Global as of March 31, 2023
Portfolio Holdings for Avala Global
Avala Global holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 16.7 | $102M | 974k | 104.52 | |
| Tempur-Pedic International (SGI) | 9.5 | $58M | 1.5M | 39.49 | |
| Sony Group Corporation Sponsored Adr (SONY) | 9.0 | $55M | 608k | 90.65 | |
| World Wrestling Entmt Cl A | 8.4 | $51M | 561k | 91.26 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.3 | $51M | 546k | 93.02 | |
| NVIDIA Corporation (NVDA) | 8.2 | $50M | 181k | 277.77 | |
| Microsoft Corporation (MSFT) | 7.9 | $49M | 169k | 288.30 | |
| Meta Platforms Cl A (META) | 7.7 | $47M | 221k | 211.94 | |
| Palo Alto Networks (PANW) | 7.2 | $44M | 222k | 199.74 | |
| Liberty Media Corp Del Com Ser C Frmla | 5.6 | $34M | 459k | 74.83 | |
| Take-Two Interactive Software (TTWO) | 5.4 | $33M | 277k | 119.30 | |
| Advanced Micro Devices (AMD) | 3.3 | $20M | 206k | 98.01 | |
| Bath & Body Works In (BBWI) | 2.8 | $17M | 463k | 36.58 |
