Avala Global as of Dec. 31, 2023
Portfolio Holdings for Avala Global
Avala Global holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.4 | $121M | 799k | 151.94 | |
| Advanced Micro Devices (AMD) | 7.0 | $90M | 614k | 147.41 | |
| Tempur-Pedic International (SGI) | 6.7 | $87M | 1.7M | 50.97 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 6.4 | $83M | 969k | 85.37 | |
| Lamb Weston Hldgs (LW) | 6.2 | $80M | 739k | 108.09 | |
| Cyberark Software SHS (CYBR) | 5.5 | $72M | 326k | 219.05 | |
| Microsoft Corporation (MSFT) | 5.5 | $71M | 190k | 376.04 | |
| Wix SHS (WIX) | 5.5 | $71M | 575k | 123.02 | |
| Builders FirstSource (BLDR) | 5.3 | $69M | 413k | 166.94 | |
| NVIDIA Corporation (NVDA) | 5.0 | $65M | 131k | 495.22 | |
| News Corp Cl A (NWSA) | 4.9 | $63M | 2.6M | 24.55 | |
| Tko Group Holdings Cl A (TKO) | 4.4 | $57M | 695k | 81.58 | |
| Meta Platforms Cl A (META) | 4.3 | $56M | 159k | 353.96 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.7 | $48M | 5.8M | 8.33 | |
| Okta Cl A (OKTA) | 3.5 | $45M | 500k | 90.53 | |
| Sony Group Corp Sponsored Adr (SONY) | 3.1 | $41M | 429k | 94.69 | |
| Ptc (PTC) | 2.9 | $37M | 212k | 174.96 | |
| salesforce (CRM) | 2.4 | $31M | 119k | 263.14 | |
| Arm Holdings Sponsored Adr (ARM) | 2.3 | $30M | 400k | 75.14 | |
| Procore Technologies (PCOR) | 2.1 | $27M | 388k | 69.22 | |
| Vertiv Holdings Com Cl A (VRT) | 1.5 | $20M | 406k | 48.03 | |
| Mongodb Cl A (MDB) | 1.2 | $15M | 37k | 408.85 | |
| Micron Technology (MU) | 1.1 | $15M | 174k | 85.34 | |
| Maplebear (CART) | 0.1 | $1.9M | 80k | 23.47 | |
| Klaviyo Com Ser A (KVYO) | 0.1 | $1.1M | 40k | 27.78 |
