Avala Global as of June 30, 2024
Portfolio Holdings for Avala Global
Avala Global holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.9 | $150M | 778k | 193.25 | |
| NVIDIA Corporation (NVDA) | 9.1 | $125M | 1.0M | 123.54 | |
| Cyberark Software SHS (CYBR) | 6.2 | $86M | 314k | 273.42 | |
| Wix SHS (WIX) | 6.1 | $83M | 525k | 159.07 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.0 | $83M | 6.4M | 12.89 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $81M | 464k | 173.81 | |
| News Corp Cl A (NWSA) | 4.6 | $63M | 2.3M | 27.57 | |
| Advanced Micro Devices (AMD) | 4.5 | $61M | 378k | 162.21 | |
| Microsoft Corporation (MSFT) | 4.4 | $61M | 135k | 446.95 | |
| Western Digital (WDC) | 4.2 | $58M | 770k | 75.77 | |
| Okta Cl A (OKTA) | 3.9 | $54M | 577k | 93.61 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 3.9 | $54M | 522k | 103.27 | |
| Tempur-Pedic International (TPX) | 3.7 | $51M | 1.1M | 47.34 | |
| Apple (AAPL) | 3.6 | $50M | 237k | 210.62 | |
| Dynatrace Com New (DT) | 3.3 | $45M | 1.0M | 44.74 | |
| Micron Technology (MU) | 3.2 | $44M | 338k | 131.53 | |
| Woodward Governor Company (WWD) | 3.2 | $44M | 254k | 174.38 | |
| Ptc (PTC) | 3.0 | $41M | 226k | 181.67 | |
| Carpenter Technology Corporation (CRS) | 2.8 | $38M | 350k | 109.58 | |
| Ge Vernova (GEV) | 2.8 | $38M | 223k | 171.51 | |
| Rubrik Cl A (RBRK) | 1.7 | $23M | 750k | 30.66 | |
| Vertiv Holdings Com Cl A (VRT) | 1.4 | $20M | 227k | 86.57 | |
| Meta Platforms Cl A (META) | 1.1 | $16M | 31k | 504.22 | |
| Reddit Cl A (RDDT) | 0.3 | $4.5M | 70k | 63.89 |
