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| Name: |
Avala Global LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10010 |
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data |
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| Holdings
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16 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$179.32 |
$143,908,000 |
797,803 |
10.51% |
22,568,000 |
-800 |
0.008 |
Internet Software & S... |
|
|
NVDA |
NVIDIA Corporation |
2 |
- |
$1,105.00 |
$116,641,000 |
129,091 |
8.52% |
51,920,000 |
-1,600 |
0.005 |
Semiconductor - Speci... |
|
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CYBR |
Cyber-Ark Software Ltd |
3 |
- |
$225.58 |
$83,392,000 |
313,942 |
6.09% |
11,884,000 |
-12,505 |
0.811 |
N/A |
|
|
TPX |
Tempur-Pedic International |
5 |
- |
$50.51 |
$81,454,000 |
1,433,540 |
5.95% |
-5,304,000 |
-268,600 |
0.7 |
Textile Manufacturing |
|
|
AMD |
Advanced Micro Devices Inc |
7 |
- |
$166.75 |
$74,481,000 |
412,658 |
5.44% |
-15,949,000 |
-200,800 |
0.034 |
Semiconductor- Broad... |
|
|
MSFT |
Microsoft Corp |
8 |
- |
$414.67 |
$69,712,000 |
165,697 |
5.09% |
-1,584,000 |
-23,900 |
0.002 |
Application Software |
|
|
FB |
Meta Platforms Inc |
9 |
- |
$467.05 |
$69,049,000 |
142,200 |
5.04% |
12,911,000 |
-16,400 |
0.006 |
Internet Service Prov... |
|
|
STX |
Seagate Technology |
10 |
- |
$93.71 |
$67,089,000 |
720,995 |
4.9% |
-15,643,000 |
-248,100 |
0.315 |
Data Storage Devices |
|
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BLDR |
Builders Firstsource Inc |
11 |
- |
$160.16 |
$63,874,000 |
306,279 |
4.67% |
-5,089,000 |
-106,821 |
0.148 |
Home Improvement Stores |
|
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NWSA |
News Corp Class A |
13 |
- |
$26.92 |
$59,423,000 |
2,269,800 |
4.34% |
-3,543,000 |
-295,000 |
0.528 |
Entertainment - Diver... |
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OKTA |
Okta, Inc. |
16 |
- |
$88.81 |
$50,209,000 |
479,917 |
3.67% |
4,944,000 |
-20,083 |
0.314 |
N/A |
|
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VRT |
Vertiv Holdings Co |
18 |
- |
$102.28 |
$31,394,000 |
384,400 |
2.29% |
11,897,000 |
-21,527 |
0.102 |
N/A |
|
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LW |
Lamb Weston Holdings, Inc. |
20 |
- |
$85.63 |
$19,910,000 |
186,900 |
1.45% |
-59,987,000 |
-552,269 |
0.128 |
N/A |
|
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PCOR |
Procore Technologies, Inc. |
21 |
- |
$67.16 |
$15,037,000 |
183,000 |
1.1% |
-11,807,000 |
-204,800 |
0.142 |
N/A |
|
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MU |
Micron Technology Inc |
22 |
- |
$126.29 |
$14,878,000 |
126,200 |
1.09% |
-5,000 |
-48,200 |
0.011 |
Semiconductor - Memor... |
|
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SNE |
Sony Corporation (ADR) |
23 |
- |
$84.84 |
$14,859,000 |
173,300 |
1.09% |
-25,766,000 |
-255,736 |
0.014 |
Electronic Equipment |
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