Avala Global as of June 30, 2023
Portfolio Holdings for Avala Global
Avala Global holds 15 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 14.2 | $119M | 1.0M | 114.95 | |
| NVIDIA Corporation (NVDA) | 10.0 | $84M | 198k | 423.02 | |
| Amazon (AMZN) | 9.6 | $81M | 620k | 130.36 | |
| Microsoft Corporation (MSFT) | 9.5 | $80M | 235k | 340.54 | |
| World Wrestling Entmt Cl A | 7.9 | $67M | 614k | 108.47 | |
| Tempur-Pedic International (SGI) | 7.6 | $64M | 1.6M | 40.07 | |
| Meta Platforms Cl A (META) | 7.2 | $61M | 212k | 286.98 | |
| Sony Group Corporation Sponsored Adr (SONY) | 6.8 | $57M | 634k | 90.04 | |
| Palo Alto Networks (PANW) | 5.4 | $46M | 179k | 255.51 | |
| Lululemon Athletica (LULU) | 5.3 | $45M | 119k | 378.50 | |
| Mongodb Cl A (MDB) | 4.8 | $40M | 98k | 410.99 | |
| Advanced Micro Devices (AMD) | 4.3 | $36M | 316k | 113.91 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.6 | $30M | 296k | 100.92 | |
| Liberty Media Corp Del Com Ser C Frmla | 1.9 | $16M | 214k | 75.28 | |
| Bath & Body Works In (BBWI) | 1.8 | $15M | 403k | 37.50 |
