Avala Global as of Sept. 30, 2023
Portfolio Holdings for Avala Global
Avala Global holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.5 | $129M | 407k | 315.75 | |
| NVIDIA Corporation (NVDA) | 11.0 | $113M | 260k | 434.99 | |
| Lamb Weston Hldgs (LW) | 10.8 | $111M | 1.2M | 92.46 | |
| Amazon (AMZN) | 10.4 | $107M | 842k | 127.12 | |
| Tempur-Pedic International (SGI) | 8.0 | $82M | 1.9M | 43.34 | |
| Meta Platforms Cl A (META) | 7.3 | $76M | 251k | 300.21 | |
| Sony Group Corp Sponsored Adr (SONY) | 6.3 | $65M | 788k | 82.41 | |
| Lululemon Athletica (LULU) | 5.9 | $61M | 159k | 385.61 | |
| Tko Group Holdings Cl A (TKO) | 5.7 | $58M | 694k | 84.06 | |
| Advanced Micro Devices (AMD) | 4.0 | $41M | 399k | 102.82 | |
| Mongodb Cl A (MDB) | 3.9 | $41M | 117k | 345.86 | |
| Micron Technology (MU) | 3.2 | $33M | 487k | 68.03 | |
| Palo Alto Networks (PANW) | 3.1 | $32M | 138k | 234.44 | |
| Vertiv Holdings Com Cl A (VRT) | 3.1 | $32M | 854k | 37.20 | |
| salesforce (CRM) | 2.3 | $24M | 118k | 202.78 | |
| Arm Holdings Sponsored Adr (ARM) | 2.1 | $21M | 400k | 53.52 | |
| Maplebear (CART) | 0.2 | $2.4M | 80k | 29.69 | |
| Klaviyo Com Ser A (KVYO) | 0.1 | $1.4M | 40k | 34.50 |
