Avala Global LP Portfolio Holdings by Sector

Avala Global LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN CVNA 2 stocks	$227 Million 18.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CYBR MSFT MDB 3 stocks	$214 Million 17.21% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$198 Million 15.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT 2 stocks	$103 Million 8.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$87 Million 7.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$84.4 Million 6.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ADSK CRM 2 stocks	$71.4 Million 5.75% of portfolio	2	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC STX 2 stocks	$68.7 Million 5.53% of portfolio	1	1	1	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$48.9 Million 3.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials WWD 1 stocks	$47.9 Million 3.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology LITE 1 stocks	$33.7 Million 2.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$32.3 Million 2.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$26.4 Million 2.13% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Avala Global LP, based on Form 13F filings with the SEC.

Stay updated on Avala Global LP with notifications on news.