| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | KLAVIYO INC | $0 | – | -40,000 | -100.0% | -0.13% | – | |
| Exit | MAPLEBEAR INC | $0 | – | -80,000 | -100.0% | -0.23% | – | |
| Exit | ARM HOLDINGS PLCsponsored adr | $0 | – | -400,000 | -100.0% | -2.08% | – | |
| CRM | Exit | SALESFORCE INC | $0 | – | -117,900 | -100.0% | -2.32% | – |
| VRT | Exit | VERTIV HOLDINGS CO | $0 | – | -854,100 | -100.0% | -3.08% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -138,248 | -100.0% | -3.15% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -486,600 | -100.0% | -3.21% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -117,000 | -100.0% | -3.93% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -399,392 | -100.0% | -3.99% | – |
| Exit | TKO GROUP HOLDINGS INCcl a | $0 | – | -693,594 | -100.0% | -5.66% | – | |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -158,700 | -100.0% | -5.94% | – |
| SONY | Exit | SONY GROUP CORPsponsored adr | $0 | – | -787,947 | -100.0% | -6.30% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -251,400 | -100.0% | -7.33% | – |
| TPX | Exit | TEMPUR SEALY INTL INC | $0 | – | -1,902,025 | -100.0% | -8.00% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -842,303 | -100.0% | -10.39% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -1,202,616 | -100.0% | -10.79% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -260,191 | -100.0% | -10.99% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -406,997 | -100.0% | -12.47% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LAMB WESTON HLDGS INC | 4 | Q3 2023 | 16.7% |
| MICROSOFT CORP | 4 | Q3 2023 | 12.5% |
| TEMPUR SEALY INTL INC | 4 | Q3 2023 | 12.6% |
| NVIDIA CORPORATION | 4 | Q3 2023 | 11.0% |
| SONY GROUP CORPORATION | 4 | Q3 2023 | 11.0% |
| PALO ALTO NETWORKS INC | 4 | Q3 2023 | 7.2% |
| ADVANCED MICRO DEVICES INC | 4 | Q3 2023 | 4.6% |
| META PLATFORMS INC | 3 | Q3 2023 | 7.7% |
| WORLD WRESTLING ENTMT INC | 3 | Q2 2023 | 8.4% |
| LIBERTY MEDIA CORP DEL | 3 | Q2 2023 | 5.6% |
View Avala Global LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Avala Global LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.