Avala Global as of Dec. 31, 2024
Portfolio Holdings for Avala Global
Avala Global holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.3 | $181M | 825k | 219.39 | |
| NVIDIA Corporation (NVDA) | 8.4 | $136M | 1.0M | 134.29 | |
| Cyberark Software SHS (CYBR) | 6.4 | $102M | 307k | 333.15 | |
| Amer Sports Com Shs (AS) | 6.0 | $97M | 3.4M | 27.96 | |
| Hldgs (UAL) | 6.0 | $96M | 990k | 97.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $95M | 478k | 197.49 | |
| Western Digital (WDC) | 5.3 | $85M | 1.4M | 59.63 | |
| Ge Vernova (GEV) | 5.2 | $84M | 254k | 328.93 | |
| Reddit Cl A (RDDT) | 5.2 | $83M | 510k | 163.44 | |
| Carpenter Technology Corporation (CRS) | 4.9 | $79M | 465k | 169.71 | |
| Microsoft Corporation (MSFT) | 3.1 | $50M | 117k | 421.50 | |
| Wix SHS (WIX) | 3.0 | $48M | 224k | 214.55 | |
| Vistra Energy (VST) | 2.8 | $45M | 326k | 137.87 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.8 | $44M | 4.3M | 10.36 | |
| Woodward Governor Company (WWD) | 2.7 | $44M | 262k | 166.42 | |
| Lumentum Hldgs (LITE) | 2.6 | $41M | 492k | 83.95 | |
| Tempur-Pedic International (SGI) | 2.5 | $40M | 701k | 56.69 | |
| Mongodb Cl A (MDB) | 2.5 | $40M | 170k | 232.81 | |
| Carvana Cl A (CVNA) | 2.4 | $39M | 191k | 203.36 | |
| Okta Cl A (OKTA) | 2.0 | $32M | 400k | 78.80 | |
| Spotify Technology S A SHS (SPOT) | 1.9 | $31M | 70k | 447.38 | |
| Meta Platforms Cl A (META) | 1.7 | $28M | 48k | 585.51 | |
| salesforce (CRM) | 1.7 | $28M | 82k | 334.33 | |
| Rubrik Cl A (RBRK) | 1.5 | $25M | 375k | 65.36 | |
| Constellation Energy (CEG) | 1.3 | $21M | 95k | 223.71 | |
| Entegris (ENTG) | 1.0 | $15M | 154k | 99.06 |
