|
Size ($ in 1000's)
At 12/31/2023: $1,295,735 At 09/30/2023: $1,030,188
Avala Global LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avala Global LP 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Avala Global LP top holdings by largest position size, as per the latest 13f filing made by Avala Global LP.
In the Avala Global LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Avala Global LP in that top holding, then the share count change between reporting periods, and finally the Avala Global LP top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
AMAZON COM INC |
798,603 |
-43,700 |
$121,340 | AMZN | 798,603 | -43,700 | $121,340 | ADVANCED MICRO DEVICES INC |
613,458 |
+214,066 |
$90,430 | AMD | 613,458 | +214,066 | $90,430 | TEMPUR SEALY INTL INC |
1,702,140 |
-199,885 |
$86,758 | TPX | 1,702,140 | -199,885 | $86,758 | SEAGATE TECHNOLOGY HLDNGS PL |
969,095 |
+969,095 |
$82,732 | STX | 969,095 | +969,095 | $82,732 | LAMB WESTON HLDGS INC |
739,169 |
-463,447 |
$79,897 | LW | 739,169 | -463,447 | $79,897 | CYBERARK SOFTWARE LTD |
326,447 |
+326,447 |
$71,508 | CYBR | 326,447 | +326,447 | $71,508 | MICROSOFT CORP |
189,597 |
-217,400 |
$71,296 | MSFT | 189,597 | -217,400 | $71,296 | WIX COM LTD |
574,583 |
+574,583 |
$70,685 | WIX | 574,583 | +574,583 | $70,685 | BUILDERS FIRSTSOURCE INC |
413,100 |
+413,100 |
$68,963 | BLDR | 413,100 | +413,100 | $68,963 | NVIDIA CORPORATION |
130,691 |
-129,500 |
$64,721 | NVDA | 130,691 | -129,500 | $64,721 | NEWS CORP NEW |
2,564,800 |
+2,564,800 |
$62,966 | NWSA | 2,564,800 | +2,564,800 | $62,966 | TKO GROUP HOLDINGS INC |
695,401 |
+1,807 |
$56,731 | TKO | 695,401 | +1,807 | $56,731 | META PLATFORMS INC |
158,600 |
-92,800 |
$56,138 | META | 158,600 | -92,800 | $56,138 | NU HLDGS LTD |
5,770,366 |
+5,770,366 |
$48,067 | NU | 5,770,366 | +5,770,366 | $48,067 | OKTA INC |
500,000 |
+500,000 |
$45,265 | OKTA | 500,000 | +500,000 | $45,265 | SONY GROUP CORP |
429,036 |
-358,911 |
$40,625 | SONY | 429,036 | -358,911 | $40,625 | PTC INC |
211,544 |
+211,544 |
$37,012 | PTC | 211,544 | +211,544 | $37,012 | SALESFORCE INC |
119,200 |
+1,300 |
$31,366 | CRM | 119,200 | +1,300 | $31,366 | ARM HOLDINGS PLC |
400,000 |
UNCH |
$30,058 | ARM | 400,000 | UNCH | $30,058 | PROCORE TECHNOLOGIES INC |
387,800 |
+387,800 |
$26,844 | PCOR | 387,800 | +387,800 | $26,844 | VERTIV HOLDINGS CO |
405,927 |
-448,173 |
$19,497 | VRT | 405,927 | -448,173 | $19,497 | MONGODB INC |
36,600 |
-80,400 |
$14,964 | MDB | 36,600 | -80,400 | $14,964 | MICRON TECHNOLOGY INC |
174,400 |
-312,200 |
$14,883 | MU | 174,400 | -312,200 | $14,883 | MAPLEBEAR INC |
80,000 |
UNCH |
$1,878 | CART | 80,000 | UNCH | $1,878 |
See Full List: All Stocks Held By Avala Global LP
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Avala Global LP
|
|