Avala Global as of Sept. 30, 2024
Portfolio Holdings for Avala Global
Avala Global holds 29 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.5 | $145M | 778k | 186.33 | |
| NVIDIA Corporation (NVDA) | 8.1 | $123M | 1.0M | 121.44 | |
| Cyberark Software SHS (CYBR) | 5.9 | $90M | 307k | 291.61 | |
| Western Digital (WDC) | 5.2 | $78M | 1.1M | 68.29 | |
| Dynatrace Com New (DT) | 4.6 | $70M | 1.3M | 53.47 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.5 | $68M | 391k | 173.67 | |
| Carpenter Technology Corporation (CRS) | 4.5 | $68M | 424k | 159.58 | |
| Ge Vernova (GEV) | 4.4 | $67M | 261k | 254.98 | |
| Wix SHS (WIX) | 4.1 | $62M | 371k | 167.17 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.7 | $57M | 4.2M | 13.65 | |
| Microsoft Corporation (MSFT) | 3.3 | $51M | 117k | 430.30 | |
| Spotify Technology S A SHS (SPOT) | 3.3 | $50M | 137k | 368.53 | |
| Woodward Governor Company (WWD) | 3.2 | $48M | 280k | 171.51 | |
| Mongodb Cl A (MDB) | 3.2 | $48M | 177k | 270.35 | |
| Carvana Cl A (CVNA) | 2.9 | $45M | 256k | 174.11 | |
| Tempur-Pedic International (SGI) | 2.8 | $43M | 781k | 54.60 | |
| Advanced Micro Devices (AMD) | 2.8 | $42M | 255k | 164.08 | |
| Vistra Energy (VST) | 2.5 | $39M | 326k | 118.54 | |
| News Corp Cl A (NWSA) | 2.4 | $37M | 1.4M | 26.63 | |
| Okta Cl A (OKTA) | 2.4 | $37M | 499k | 74.34 | |
| Reddit Cl A (RDDT) | 2.4 | $36M | 546k | 65.92 | |
| Entegris (ENTG) | 2.3 | $34M | 306k | 112.53 | |
| Hldgs (UAL) | 2.0 | $31M | 545k | 57.06 | |
| Meta Platforms Cl A (META) | 1.8 | $27M | 48k | 572.44 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.8 | $27M | 245k | 109.53 | |
| Constellation Energy (CEG) | 1.6 | $25M | 95k | 260.02 | |
| Starbucks Corporation (SBUX) | 1.6 | $25M | 252k | 97.49 | |
| Apple (AAPL) | 1.6 | $24M | 104k | 233.00 | |
| Rubrik Cl A (RBRK) | 1.6 | $24M | 750k | 32.15 |
