Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 13
- 0 vs. Q4 2022
- Portfolio value
- $611.4M
- +$335.4M (+121.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LWLamb Weston Holdings, Inc. | Stock | 974,059 | $101.8M | 16.7% | +482,859+98.3% | Added | History |
| SGISomnigroup International Inc. | COM | 1,469,210 | $58.0M | 9.5% | +453,798+44.7% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 607,491 | $55.1M | 9.0% | +209,853+52.8% | Added | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 561,352 | $51.2M | 8.4% | +387,832+223.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 545,700 | $50.8M | 8.3% | +545,700 | New | History |
| NVDANVIDIA Corp | Stock | 181,100 | $50.3M | 8.2% | +68,500+60.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 168,468 | $48.6M | 7.9% | +43,300+34.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 221,400 | $46.9M | 7.7% | +221,400 | New | History |
| PANWPalo Alto Networks Inc | Stock | 221,600 | $44.3M | 7.2% | +132,500+148.7% | Added | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 458,994 | $34.3M | 5.6% | +293,449+177.3% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 276,700 | $33.0M | 5.4% | +136,440+97.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 205,700 | $20.2M | 3.3% | +9,400+4.8% | Added | History |
| BBWIBath & Body Works, Inc. | COM | 463,326 | $16.9M | 2.8% | +299,561+182.9% | Added | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.