News + Filings Holdings
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Avala Global LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Lamb Weston Holdings, Inc.
| LW | COM | 1,035,959 | 544,759 | 119,083,487,000 | 75,189,855,000 | 14.18 | 0.71 |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 198,100 | 85,500 | 83,800,262,000 | 67,344,898,000 | 9.98 | 0.01 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 620,300 | 620,300 | 80,862,308,000 | 80,862,308,000 | 9.63 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 234,768 | 109,600 | 79,947,895,000 | 49,930,105,000 | 9.52 | 0.00 |
Hist
| 06/30/2023 |
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WORLD WRESTLING ENTERTAINMENTINC
| WWE | CLA | 614,252 | 440,732 | 66,627,914,000 | 54,738,324,000 | 7.93 | |
Hist
| 06/30/2023 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 1,591,210 | 575,798 | 63,759,785,000 | 28,900,691,000 | 7.59 | 0.92 |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 211,900 | 211,900 | 60,811,062,000 | 60,811,062,000 | 7.24 | |
Hist
| 06/30/2023 |
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Sony Group Corp
| SNE | ADR NEW | 633,791 | 236,153 | 57,066,542,000 | 26,734,715,000 | 6.79 | |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 179,100 | 90,000 | 45,761,841,000 | 33,328,827,000 | 5.45 | 0.06 |
Hist
| 06/30/2023 |
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lululemon athletica inc.
| LULU | Common | 118,700 | 118,700 | 44,927,950,000 | 44,927,950,000 | 5.35 | 0.10 |
Hist
| 06/30/2023 |
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MongoDB, Inc.
| MDB | COM | 98,100 | 98,100 | 40,318,119,000 | 40,318,119,000 | 4.80 | |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 316,000 | 119,700 | 35,995,560,000 | 23,281,209,000 | 4.29 | 0.02 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 295,500 | 295,500 | 29,821,860,000 | 29,821,860,000 | 3.55 | |
Hist
| 06/30/2023 |
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Liberty Media Corp
| FWONK | Common | 213,500 | 47,955 | 16,072,280,000 | 6,176,000,000 | 1.91 | 0.03 |
Hist
| 06/30/2023 |
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Bath & Body Works, Inc.
| BBWI | COM | 403,100 | 239,335 | 15,116,250,000 | 8,215,193,000 | 1.80 | 0.18 |
Hist
| 06/30/2023 |
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TAKE TWO INTERACTIVE SOFTWARE INC
| TTWO | Common | 0 | -140,260 | 0 | -14,605,274,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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T-Mobile US, Inc.
| TMUS | COM | 0 | -144,927 | 0 | -20,289,780,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Aramark
| ARMK | COM | 0 | -768,242 | 0 | -31,759,124,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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