Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 18
- +3 vs. Q2 2023
- Portfolio value
- $1.03B
- +$190.2M (+22.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 406,997 | $128.5M | 12.5% | +172,229+73.4% | Added | History |
| NVDANVIDIA Corp | Stock | 260,191 | $113.2M | 11.0% | +62,091+31.3% | Added | History |
| LWLamb Weston Holdings, Inc. | Stock | 1,202,616 | $111.2M | 10.8% | +166,657+16.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 842,303 | $107.1M | 10.4% | +222,003+35.8% | Added | History |
| SGISomnigroup International Inc. | COM | 1,902,025 | $82.4M | 8.0% | +310,815+19.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 251,400 | $75.5M | 7.3% | +39,500+18.6% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 787,947 | $64.9M | 6.3% | +154,156+24.3% | Added | History |
| LULUlululemon athletica inc. | Stock | 158,700 | $61.2M | 5.9% | +40,000+33.7% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 693,594 | $58.3M | 5.7% | +693,594 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 399,392 | $41.1M | 4.0% | +83,392+26.4% | Added | History |
| MDBMongoDB, Inc. | CL A | 117,000 | $40.5M | 3.9% | +18,900+19.3% | Added | History |
| MUMicron Technology Inc | Stock | 486,600 | $33.1M | 3.2% | +486,600 | New | History |
| PANWPalo Alto Networks Inc | Stock | 138,248 | $32.4M | 3.1% | −40,852−22.8% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 854,100 | $31.8M | 3.1% | +854,100 | New | History |
| CRMSalesforce, Inc. | Stock | 117,900 | $23.9M | 2.3% | +117,900 | New | History |
| ARMArm Holdings PLC | ADR | 400,000 | $21.4M | 2.1% | +400,000 | New | History |
| CARTMaplebear Inc. | COM | 80,000 | $2.38M | 0.2% | +80,000 | New | History |
| KVYOKlaviyo, Inc. | COM SER A | 40,000 | $1.38M | 0.1% | +40,000 | New | History |
Sold out since Q2 2023 (4)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| WWEWorld Wrestling Entertainment, LLC | CL A | 614,252 | $66.6M | 7.9% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 295,500 | $29.8M | 3.6% | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 213,500 | $16.1M | 1.9% | History |
| BBWIBath & Body Works, Inc. | COM | 403,100 | $15.1M | 1.8% | History |