Avala Global LP Portfolio Holdings by Sector

Avala Global LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TSM AMD MU 4 stocks	$311 Million 23.77% of portfolio	3	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CYBR WIX MSFT OKTA 4 stocks	$284 Million 21.7% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$150 Million 11.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC STX 2 stocks	$112 Million 8.58% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DT PTC 2 stocks	$86.4 Million 6.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$83.1 Million 6.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NWSA 1 stocks	$62.6 Million 4.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$50.9 Million 3.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$49.8 Million 3.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials WWD 1 stocks	$44.2 Million 3.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$38.4 Million 2.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$19.7 Million 1.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$15.7 Million 1.2% of portfolio	-	1	-	-	0 Calls 0 Puts

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