Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 25
- 0 vs. Q4 2023
- Portfolio value
- $1.37B
- +$73.2M (+5.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 797,803 | $143.9M | 10.5% | −800−0.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 129,091 | $116.6M | 8.5% | −1,600−1.2% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 313,942 | $83.4M | 6.1% | −12,505−3.8% | Reduced | – |
| WIXWix.com Ltd. | SHS | 596,573 | $82.0M | 6.0% | +21,990+3.8% | Added | History |
| SGISomnigroup International Inc. | COM | 1,433,540 | $81.5M | 6.0% | −268,600−15.8% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 6,737,491 | $80.4M | 5.9% | +967,125+16.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 412,658 | $74.5M | 5.4% | −200,800−32.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 165,697 | $69.7M | 5.1% | −23,900−12.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 142,200 | $69.0M | 5.0% | −16,400−10.3% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 720,995 | $67.1M | 4.9% | −248,100−25.6% | Reduced | History |
| BLDRBuilders FirstSource, Inc. | Stock | 306,279 | $63.9M | 4.7% | −106,821−25.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 438,300 | $59.6M | 4.4% | +438,300 | New | History |
| NWSANews Corp | CL A | 2,269,800 | $59.4M | 4.3% | −295,000−11.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 192,485 | $58.0M | 4.2% | +73,285+61.5% | Added | History |
| PTCPTC Inc. | Stock | 283,594 | $53.6M | 3.9% | +72,050+34.1% | Added | History |
| OKTAOkta, Inc. | CL A | 479,917 | $50.2M | 3.7% | −20,083−4.0% | Reduced | History |
| WDCWestern Digital Corp | COM | 514,800 | $35.1M | 2.6% | +514,800 | New | History |
| VRTVertiv Holdings Co | COM CL A | 384,400 | $31.4M | 2.3% | −21,527−5.3% | Reduced | History |
| DTDynatrace, Inc. | Stock | 430,200 | $20.0M | 1.5% | +430,200 | New | History |
| LWLamb Weston Holdings, Inc. | Stock | 186,900 | $19.9M | 1.5% | −552,269−74.7% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 183,000 | $15.0M | 1.1% | −204,800−52.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 126,200 | $14.9M | 1.1% | −48,200−27.6% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 173,300 | $14.9M | 1.1% | −255,736−59.6% | Reduced | History |
| RDDTReddit, Inc. | Stock | 70,000 | $3.45M | 0.3% | +70,000 | New | History |
| ALABAstera Labs, Inc. | Stock | 20,000 | $1.48M | 0.1% | +20,000 | New | History |
Sold out since Q4 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| TKOTKO Group Holdings, Inc. | CL A | 695,401 | $56.7M | 4.4% | History |
| ARMArm Holdings PLC | ADR | 400,000 | $30.1M | 2.3% | History |
| MDBMongoDB, Inc. | CL A | 36,600 | $15.0M | 1.2% | History |
| CARTMaplebear Inc. | COM | 80,000 | $1.88M | 0.1% | History |
| KVYOKlaviyo, Inc. | COM SER A | 40,000 | $1.11M | 0.1% | History |