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Name: |
Avala Global LP |
City: |
NEW YORK |
State: |
NY |
Zip: |
10010 |
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Holdings
Found :
9 |
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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 |
|
STX |
Seagate Technology |
4 |
New |
$93.15 |
$82,732,000 |
969,095 |
6.38% |
82,732,000 |
969,095 |
0.423 |
Data Storage Devices |
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CYBR |
Cyber-Ark Software Ltd |
6 |
New |
$234.02 |
$71,508,000 |
326,447 |
5.52% |
71,508,000 |
326,447 |
0.843 |
N/A |
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WIX |
WIX.COM Ltd |
8 |
New |
$127.01 |
$70,685,000 |
574,583 |
5.46% |
70,685,000 |
574,583 |
1.033 |
N/A |
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BLDR |
Builders Firstsource Inc |
9 |
New |
$167.37 |
$68,963,000 |
413,100 |
5.32% |
68,963,000 |
413,100 |
0.199 |
Home Improvement Stores |
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NWSA |
News Corp Class A |
11 |
New |
$25.46 |
$62,966,000 |
2,564,800 |
4.86% |
62,966,000 |
2,564,800 |
0.656 |
Entertainment - Diver... |
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NU |
Nu Holdings Ord Shs Class A |
14 |
New |
$0.00 |
$48,067,000 |
5,770,366 |
3.71% |
48,067,000 |
5,770,366 |
0.167 |
N/A |
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OKTA |
Okta, Inc. |
15 |
New |
$98.40 |
$45,265,000 |
500,000 |
3.49% |
45,265,000 |
500,000 |
0.327 |
N/A |
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PTC |
PTC INC |
17 |
New |
$179.12 |
$37,012,000 |
211,544 |
2.86% |
37,012,000 |
211,544 |
0.182 |
Technical & System So... |
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PCOR |
Procore Technologies, Inc. |
20 |
New |
$67.81 |
$26,844,000 |
387,800 |
2.07% |
26,844,000 |
387,800 |
0.3 |
N/A |
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