Avala Global as of March 31, 2024
Portfolio Holdings for Avala Global
Avala Global holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.5 | $144M | 798k | 180.38 | |
| NVIDIA Corporation (NVDA) | 8.5 | $117M | 129k | 903.56 | |
| Cyberark Software SHS (CYBR) | 6.1 | $83M | 314k | 265.63 | |
| Wix SHS (WIX) | 6.0 | $82M | 597k | 137.48 | |
| Tempur-Pedic International (TPX) | 6.0 | $82M | 1.4M | 56.82 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.9 | $80M | 6.7M | 11.93 | |
| Advanced Micro Devices (AMD) | 5.4 | $75M | 413k | 180.49 | |
| Microsoft Corporation (MSFT) | 5.1 | $70M | 166k | 420.72 | |
| Meta Platforms Cl A (META) | 5.0 | $69M | 142k | 485.58 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 4.9 | $67M | 721k | 93.05 | |
| Builders FirstSource (BLDR) | 4.7 | $64M | 306k | 208.55 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.4 | $60M | 438k | 136.05 | |
| News Corp Cl A (NWSA) | 4.3 | $59M | 2.3M | 26.18 | |
| salesforce (CRM) | 4.2 | $58M | 193k | 301.18 | |
| Ptc (PTC) | 3.9 | $54M | 284k | 188.94 | |
| Okta Cl A (OKTA) | 3.7 | $50M | 480k | 104.62 | |
| Western Digital (WDC) | 2.6 | $35M | 515k | 68.24 | |
| Vertiv Holdings Com Cl A (VRT) | 2.3 | $31M | 384k | 81.67 | |
| Dynatrace Com New (DT) | 1.5 | $20M | 430k | 46.44 | |
| Lamb Weston Hldgs (LW) | 1.5 | $20M | 187k | 106.53 | |
| Procore Technologies (PCOR) | 1.1 | $15M | 183k | 82.17 | |
| Micron Technology (MU) | 1.1 | $15M | 126k | 117.89 | |
| Sony Group Corp Sponsored Adr (SONY) | 1.1 | $15M | 173k | 85.74 | |
| Reddit Cl A (RDDT) | 0.3 | $3.5M | 70k | 49.32 | |
| Astera Labs (ALAB) | 0.1 | $1.5M | 20k | 74.19 |
