Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 29
- +5 vs. Q2 2024
- Portfolio value
- $1.52B
- +$144.6M (+10.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 777,703 | $144.9M | 9.5% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,010,010 | $122.7M | 8.1% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 306,942 | $89.5M | 5.9% | −7,000−2.2% | Reduced | – |
| WDCWestern Digital Corp | COM | 1,147,700 | $78.4M | 5.2% | +377,500+49.0% | Added | History |
| DTDynatrace, Inc. | Stock | 1,313,227 | $70.2M | 4.6% | +301,027+29.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 391,184 | $67.9M | 4.5% | −72,516−15.6% | Reduced | History |
| CRSCarpenter Technology Corp | COM | 423,700 | $67.6M | 4.5% | +73,400+21.0% | Added | History |
| GEVGE Vernova Inc. | Stock | 260,694 | $66.5M | 4.4% | +37,894+17.0% | Added | History |
| WIXWix.com Ltd. | SHS | 370,704 | $62.0M | 4.1% | −153,896−29.3% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 4,158,480 | $56.8M | 3.7% | −2,288,970−35.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 117,397 | $50.5M | 3.3% | −18,000−13.3% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 136,500 | $50.3M | 3.3% | +136,500 | New | History |
| WWDWoodward, Inc. | COM | 280,100 | $48.0M | 3.2% | +26,500+10.4% | Added | History |
| MDBMongoDB, Inc. | CL A | 177,400 | $48.0M | 3.2% | +177,400 | New | History |
| CVNACarvana Co. | CL A | 255,800 | $44.5M | 2.9% | +255,800 | New | History |
| SGISomnigroup International Inc. | COM | 781,407 | $42.7M | 2.8% | −292,898−27.3% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 254,958 | $41.8M | 2.8% | −122,500−32.5% | Reduced | History |
| VSTVistra Corp. | Stock | 326,100 | $38.7M | 2.5% | +326,100 | New | History |
| NWSANews Corp | CL A | 1,395,154 | $37.2M | 2.4% | −874,646−38.5% | Reduced | History |
| OKTAOkta, Inc. | CL A | 499,291 | $37.1M | 2.4% | −78,026−13.5% | Reduced | History |
| RDDTReddit, Inc. | Stock | 546,100 | $36.0M | 2.4% | +476,100+680.1% | Added | History |
| ENTGEntegris Inc | COM | 305,917 | $34.4M | 2.3% | +305,917 | New | History |
| UALUnited Airlines Holdings, Inc. | COM | 544,600 | $31.1M | 2.0% | +544,600 | New | History |
| METAMeta Platforms, Inc. | Stock | 47,900 | $27.4M | 1.8% | +16,700+53.5% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 244,695 | $26.8M | 1.8% | −277,000−53.1% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 95,018 | $24.7M | 1.6% | +95,018 | New | History |
| SBUXStarbucks Corp | Stock | 251,500 | $24.5M | 1.6% | +251,500 | New | History |
| AAPLApple Inc. | Stock | 103,790 | $24.2M | 1.6% | −132,810−56.1% | Reduced | History |
| RBRKRubrik, Inc. | Stock | 750,000 | $24.1M | 1.6% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.