Avala Global LP Portfolio Holdings

Avala Global LP

$1.37 Trillion
Q2 2024

Avala Global LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.37 Trillion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $150B, Nvidia Corp with a value of $125B, Cyber Ark Software Ltd. with a value of $85.8B, Wix.Com Ltd. with a value of $83.4B, and Nu Holdings Ltd. with a value of $83.1B.

Examining the 13F form we can see an increase of $4.9B in the current position value, from $1.37T to 1.37T.

Avala Global LP is based out at New York, NY

Below you can find more details about Avala Global LP portfolio as well as his latest detailed transactions.

Portfolio value $1.37 Trillion

Technology: $843 Billion

Consumer Cyclical: $201 Billion

Industrials: $102 Billion

Financial Services: $83.1 Billion

Communication Services: $78.3 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
WIX Wix.Com Ltd. Technology	$9.59B	$83.4 Billion 6.07% of portfolio	524,600	Q2 2024 Reduced 12.06%
TPX Tempur Sealy International, Inc. Consumer Cyclical	$8.59B	$50.9 Billion 3.7% of portfolio	1,074,305	Q2 2024 Reduced 25.06%
CRS Carpenter Technology Corp Industrials	$8.63B	$38.4 Billion 2.79% of portfolio	350,300	Q2 2024 New

Summary

Portfolio
No. of Stocks 24
Current Value $1.37 Trillion
Prior Value $1.37 Trillion
Filing
Period Q2 2024
Filing Date August 14, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 5 stocks
Additional Purchases 6 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks

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