Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 24
- −1 vs. Q1 2024
- Portfolio value
- $1.37B
- +$4.90M (+0.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RDDTReddit, Inc. | Stock | 70,000 | $4.47M | 0.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 31,200 | $15.7M | 1.1% | −111,000−78.1% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 227,000 | $19.7M | 1.4% | −157,400−40.9% | Reduced | History |
| RBRKRubrik, Inc. | Stock | 750,000 | $23.0M | 1.7% | +750,000 | New | History |
| GEVGE Vernova Inc. | Stock | 222,800 | $38.2M | 2.8% | +222,800 | New | History |
| CRSCarpenter Technology Corp | COM | 350,300 | $38.4M | 2.8% | +350,300 | New | History |
| PTCPTC Inc. | Stock | 226,394 | $41.1M | 3.0% | −57,200−20.2% | Reduced | History |
| WWDWoodward, Inc. | COM | 253,600 | $44.2M | 3.2% | +253,600 | New | History |
| MUMicron Technology Inc | Stock | 337,600 | $44.4M | 3.2% | +211,400+167.5% | Added | History |
| DTDynatrace, Inc. | Stock | 1,012,200 | $45.3M | 3.3% | +582,000+135.3% | Added | History |
| AAPLApple Inc. | Stock | 236,600 | $49.8M | 3.6% | +236,600 | New | History |
| SGISomnigroup International Inc. | COM | 1,074,305 | $50.9M | 3.7% | −359,235−25.1% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 521,695 | $53.9M | 3.9% | −199,300−27.6% | Reduced | History |
| OKTAOkta, Inc. | CL A | 577,317 | $54.0M | 3.9% | +97,400+20.3% | Added | History |
| WDCWestern Digital Corp | COM | 770,200 | $58.4M | 4.2% | +255,400+49.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 135,397 | $60.5M | 4.4% | −30,300−18.3% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 377,458 | $61.2M | 4.5% | −35,200−8.5% | Reduced | History |
| NWSANews Corp | CL A | 2,269,800 | $62.6M | 4.6% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 463,700 | $80.6M | 5.9% | +25,400+5.8% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 6,447,450 | $83.1M | 6.0% | −290,041−4.3% | Reduced | History |
| WIXWix.com Ltd. | SHS | 524,600 | $83.4M | 6.1% | −71,973−12.1% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 313,942 | $85.8M | 6.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 1,010,010 | $124.8M | 9.1% | −280,900−21.8% | ReducedConverted for a 10-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 777,703 | $150.3M | 10.9% | −20,100−2.5% | Reduced | History |
Sold out since Q1 2024 (6)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| BLDRBuilders FirstSource, Inc. | Stock | 306,279 | $63.9M | 4.7% | History |
| CRMSalesforce, Inc. | Stock | 192,485 | $58.0M | 4.2% | History |
| LWLamb Weston Holdings, Inc. | Stock | 186,900 | $19.9M | 1.5% | History |
| PCORProcore Technologies, Inc. | COM | 183,000 | $15.0M | 1.1% | History |
| SONYSony Group Corp | SPONSORED ADR | 173,300 | $14.9M | 1.1% | History |
| ALABAstera Labs, Inc. | Stock | 20,000 | $1.48M | 0.1% | History |