Avala Global Lp Top Holdings and 13F Report (2024) About Avala Global LpInvestment ActivityAvala Global Lp has $1.52 billion in total holdings as of September 30, 2024.Avala Global Lp owns shares of 29 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 26.67% of the portfolio was purchased this quarter.About 20.48% of the portfolio was sold this quarter.This quarter, Avala Global Lp has purchased 24 new stocks and bought additional shares in 7 stocks.Avala Global Lp sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amazon.com $144,909,400NVIDIA $122,655,614CyberArk Software $89,507,357Western Digital $78,376,433Dynatrace $70,218,248 Largest New Holdings this Quarter Spotify Technology $50,304,345 HoldingMongoDB $47,960,090 HoldingCarvana $44,537,338 HoldingVistra $38,655,894 HoldingEntegris $34,424,840 Holding Largest Purchases this Quarter Spotify Technology 136,500 shares (about $50.30M)MongoDB 177,400 shares (about $47.96M)Carvana 255,800 shares (about $44.54M)Vistra 326,100 shares (about $38.66M)Entegris 305,917 shares (about $34.42M) Largest Sales this Quarter NU 2,288,970 shares (about $31.24M)Apple 132,810 shares (about $30.94M)Seagate Technology 277,000 shares (about $30.34M)Wix.com 153,896 shares (about $25.73M)News 874,646 shares (about $23.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvala Global Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$144,909,4000.0%777,7039.5%Retail/WholesaleNVDANVIDIA$122,655,6140.0%1,010,0108.1%Computer and TechnologyCYBRCyberArk Software$89,507,357$2,041,270 ▼-2.2%306,9425.9%Computer and TechnologyWDCWestern Digital$78,376,433$25,779,475 ▲49.0%1,147,7005.2%Computer and TechnologyDTDynatrace$70,218,248$16,095,914 ▲29.7%1,313,2274.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$67,936,925$12,593,854 ▼-15.6%391,1844.5%Computer and TechnologyCRSCarpenter Technology$67,614,046$11,713,172 ▲21.0%423,7004.5%Basic MaterialsGE VERNOVA INC$66,471,756$9,662,212 ▲17.0%260,6944.4%COMWIXWix.com$61,970,588$25,726,794 ▼-29.3%370,7044.1%Computer and TechnologyNUNU$56,763,252$31,244,441 ▼-35.5%4,158,4803.7%Business ServicesMSFTMicrosoft$50,515,929$7,745,400 ▼-13.3%117,3973.3%Computer and TechnologySPOTSpotify Technology$50,304,345$50,304,345 ▲New Holding136,5003.3%Business ServicesWWDWoodward$48,039,951$4,545,015 ▲10.4%280,1003.2%AerospaceMDBMongoDB$47,960,090$47,960,090 ▲New Holding177,4003.2%Computer and TechnologyCVNACarvana$44,537,338$44,537,338 ▲New Holding255,8002.9%Retail/WholesaleTPXTempur Sealy International$42,664,822$15,992,231 ▼-27.3%781,4072.8%Retail/WholesaleAMDAdvanced Micro Devices$41,833,509$20,099,800 ▼-32.5%254,9582.8%Computer and TechnologyVSTVistra$38,655,894$38,655,894 ▲New Holding326,1002.5%UtilitiesNWSANews$37,152,951$23,291,823 ▼-38.5%1,395,1542.4%Consumer DiscretionaryOKTAOkta$37,117,293$5,800,453 ▼-13.5%499,2912.4%Computer and TechnologyREDDIT INC$35,998,912$31,384,512 ▲680.1%546,1002.4%CL AENTGEntegris$34,424,840$34,424,840 ▲New Holding305,9172.3%Computer and TechnologyUALUnited Airlines$31,074,876$31,074,876 ▲New Holding544,6002.0%TransportationMETAMeta Platforms$27,419,876$9,559,748 ▲53.5%47,9001.8%Computer and TechnologySTXSeagate Technology$26,801,443$30,339,810 ▼-53.1%244,6951.8%Computer and TechnologyCEGConstellation Energy$24,706,580$24,706,580 ▲New Holding95,0181.6%Oils/EnergySBUXStarbucks$24,518,735$24,518,735 ▲New Holding251,5001.6%Retail/WholesaleAAPLApple$24,183,070$30,944,730 ▼-56.1%103,7901.6%Computer and TechnologyRUBRIK INC.$24,112,5000.0%750,0001.6%CL AMUMicron Technology$0$44,404,528 ▼-100.0%00.0%Computer and TechnologyPTCPTC$0$41,128,998 ▼-100.0%00.0%Computer and TechnologyVRTVertiv$0$19,651,390 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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