Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
AMAZON COM INC | 798,603 | -43,700 | $121,340 |
AMZN | 798,603 | -43,700 | $121,340 |
ADVANCED MICRO DEVICES INC | 613,458 | +214,066 | $90,430 |
AMD | 613,458 | +214,066 | $90,430 |
TEMPUR SEALY INTL INC | 1,702,140 | -199,885 | $86,758 |
TPX | 1,702,140 | -199,885 | $86,758 |
SEAGATE TECHNOLOGY HLDNGS PL | 969,095 | +969,095 | $82,732 |
STX | 969,095 | +969,095 | $82,732 |
LAMB WESTON HLDGS INC | 739,169 | -463,447 | $79,897 |
LW | 739,169 | -463,447 | $79,897 |
CYBERARK SOFTWARE LTD | 326,447 | +326,447 | $71,508 |
CYBR | 326,447 | +326,447 | $71,508 |
MICROSOFT CORP | 189,597 | -217,400 | $71,296 |
MSFT | 189,597 | -217,400 | $71,296 |
WIX COM LTD | 574,583 | +574,583 | $70,685 |
WIX | 574,583 | +574,583 | $70,685 |
BUILDERS FIRSTSOURCE INC | 413,100 | +413,100 | $68,963 |
BLDR | 413,100 | +413,100 | $68,963 |
NVIDIA CORPORATION | 130,691 | -129,500 | $64,721 |
NVDA | 130,691 | -129,500 | $64,721 |
NEWS CORP NEW | 2,564,800 | +2,564,800 | $62,966 |
NWSA | 2,564,800 | +2,564,800 | $62,966 |
TKO GROUP HOLDINGS INC | 695,401 | +1,807 | $56,731 |
TKO | 695,401 | +1,807 | $56,731 |
META PLATFORMS INC | 158,600 | -92,800 | $56,138 |
META | 158,600 | -92,800 | $56,138 |
NU HLDGS LTD | 5,770,366 | +5,770,366 | $48,067 |
NU | 5,770,366 | +5,770,366 | $48,067 |
OKTA INC | 500,000 | +500,000 | $45,265 |
OKTA | 500,000 | +500,000 | $45,265 |
SONY GROUP CORP | 429,036 | -358,911 | $40,625 |
SONY | 429,036 | -358,911 | $40,625 |
PTC INC | 211,544 | +211,544 | $37,012 |
PTC | 211,544 | +211,544 | $37,012 |
SALESFORCE INC | 119,200 | +1,300 | $31,366 |
CRM | 119,200 | +1,300 | $31,366 |
ARM HOLDINGS PLC | 400,000 | UNCH | $30,058 |
ARM | 400,000 | UNCH | $30,058 |
PROCORE TECHNOLOGIES INC | 387,800 | +387,800 | $26,844 |
PCOR | 387,800 | +387,800 | $26,844 |
VERTIV HOLDINGS CO | 405,927 | -448,173 | $19,497 |
VRT | 405,927 | -448,173 | $19,497 |
MONGODB INC | 36,600 | -80,400 | $14,964 |
MDB | 36,600 | -80,400 | $14,964 |
MICRON TECHNOLOGY INC | 174,400 | -312,200 | $14,883 |
MU | 174,400 | -312,200 | $14,883 |
MAPLEBEAR INC | 80,000 | UNCH | $1,878 |
CART | 80,000 | UNCH | $1,878 |
See Full List: All Stocks Held By Avala Global LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Avala Global LP
Size ($ in 1000's)
At 12/31/2023: $1,295,735 At 09/30/2023: $1,030,188 Avala Global LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avala Global LP 13F filings. Link to 13F filings: SEC filings |