Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 15
- +2 vs. Q1 2023
- Portfolio value
- $840.0M
- +$228.6M (+37.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LWLamb Weston Holdings, Inc. | Stock | 1,035,959 | $119.1M | 14.2% | +61,900+6.4% | Added | History |
| NVDANVIDIA Corp | Stock | 198,100 | $83.8M | 10.0% | +17,000+9.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 620,300 | $80.9M | 9.6% | +620,300 | New | History |
| MSFTMicrosoft Corp | Stock | 234,768 | $79.9M | 9.5% | +66,300+39.4% | Added | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 614,252 | $66.6M | 7.9% | +52,900+9.4% | Added | History |
| SGISomnigroup International Inc. | COM | 1,591,210 | $63.8M | 7.6% | +122,000+8.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 211,900 | $60.8M | 7.2% | −9,500−4.3% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 633,791 | $57.1M | 6.8% | +26,300+4.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 179,100 | $45.8M | 5.4% | −42,500−19.2% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 118,700 | $44.9M | 5.3% | +118,700 | New | History |
| MDBMongoDB, Inc. | CL A | 98,100 | $40.3M | 4.8% | +98,100 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 316,000 | $36.0M | 4.3% | +110,300+53.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 295,500 | $29.8M | 3.6% | −250,200−45.8% | Reduced | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 213,500 | $16.1M | 1.9% | −245,494−53.5% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 403,100 | $15.1M | 1.8% | −60,226−13.0% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.