Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only.
- Positions
- 13
- No filing for Q3 2022
- Portfolio value
- $276.0M
- No filing for Q3 2022
Avala Global LP did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LWLamb Weston Holdings, Inc. | Stock | 491,200 | $43.9M | 15.9% | – | – | History |
| SGISomnigroup International Inc. | COM | 1,015,412 | $34.9M | 12.6% | – | – | History |
| ARMKAramark | COM | 768,242 | $31.8M | 11.5% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 397,638 | $30.3M | 11.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 125,168 | $30.0M | 10.9% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 144,927 | $20.3M | 7.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 112,600 | $16.5M | 6.0% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 140,260 | $14.6M | 5.3% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 196,300 | $12.7M | 4.6% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 89,100 | $12.4M | 4.5% | – | – | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 173,520 | $11.9M | 4.3% | – | – | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 165,545 | $9.90M | 3.6% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 163,765 | $6.90M | 2.5% | – | – | History |