Q4 2024 · 13F-HR
Avala Global LPholdings as filed
Filed 2025-02-14 · accession 0001948899-25-000002
$1.61B
Reported value
26
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $181.0M | 11.3% | 825,203 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $135.6M | 8.45% | 1,010,010 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $102.3M | 6.37% | 306,942 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $96.5M | 6.01% | 3,449,753 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $96.1M | 5.99% | 989,900 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $94.5M | 5.88% | 478,284 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $84.9M | 5.29% | 1,424,200 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $83.6M | 5.21% | 254,194 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $83.3M | 5.19% | 509,483 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $79.0M | 4.92% | 465,295 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $49.5M | 3.08% | 117,397 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $48.0M | 2.99% | 223,626 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $45.0M | 2.80% | 326,100 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $44.4M | 2.76% | 4,284,063 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $43.7M | 2.72% | 262,298 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $41.3M | 2.57% | 491,500 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $39.7M | 2.47% | 700,907 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $39.6M | 2.47% | 170,200 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $38.9M | 2.42% | 191,385 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $31.5M | 1.96% | 399,555 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $31.1M | 1.94% | 69,600 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $28.0M | 1.75% | 47,900 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $27.5M | 1.71% | 82,200 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $24.5M | 1.53% | 375,000 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $21.3M | 1.32% | 95,018 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $15.3M | 0.95% | 154,293 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.