Avala Global LP Portfolio Holdings by Sector

Avala Global LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology CYBR WIX MSFT OKTA 4 stocks	$285 Million 20.92% of portfolio	1	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD TSM MU 4 stocks	$266 Million 19.47% of portfolio	1	3	1	-	0 Calls 0 Puts
Software—Application \| Technology CRM PTC DT PCOR 4 stocks	$147 Million 10.75% of portfolio	3	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$144 Million 10.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX WDC 2 stocks	$102 Million 7.49% of portfolio	1	1	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$81.5 Million 5.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$80.4 Million 5.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$69 Million 5.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$63.9 Million 4.68% of portfolio	-	1	-	-	0 Calls 0 Puts

Entertainment \| Communication Services NWSA 1 stocks	$59.4 Million 4.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$31.4 Million 2.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LW 1 stocks	$19.9 Million 1.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONY 1 stocks	$14.9 Million 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts

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