Avala Global Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Wix.com Ltd.
WIX
$82.02M1.07596,573+3.83%+$3.02M5.99
Tempur Sealy International, Inc.
TPX
$81.45M0.831.43M-15.78%-$15.26M5.95
CyberArk Software Ltd.
CYBR
$83.39M0.74313,942-3.83%-$3.32M6.09
News Corporation
NWSA
$59.42M0.42.27M-11.5%-$7.72M4.34
Seagate Technology Holdings plc
STX
$67.09M0.34720,995-25.6%-$23.09M4.9
Okta, Inc.
OKTA
$50.21M0.29479,917-4.02%-$2.1M3.67
Builders FirstSource, Inc.
BLDR
$63.87M0.25306,279-25.86%-$22.28M4.67
PTC Inc.
PTC
$53.58M0.24283,594+34.06%+$13.61M3.91
Western Digital Corporation
WDC
$35.13M0.16514,800New+$35.13M2.57
Dynatrace, Inc.
DT
$19.98M0.15430,200New+$19.98M1.46
Nu Holdings Ltd.
NU
$80.38M0.146.74M+16.76%+$11.54M5.87
Lamb Weston Holdings, Inc.
LW
$19.91M0.13186,900-74.72%-$58.83M1.45
Procore Technologies, Inc.
PCOR
$15.04M0.13183,000-52.81%-$16.83M1.1
Vertiv Holdings Co
VRT
$31.39M0.1384,400-5.3%-$1.76M2.29
Reddit, Inc.
RDDT
$3.45M0.0470,000New+$3.45M0.25
Advanced Micro Devices, Inc.
AMD
$74.48M0.03412,658-32.73%-$36.24M5.44
Salesforce, Inc.
CRM
$57.97M0.02192,485+61.48%+$22.07M4.24
Sony Group Corporation
SONY
$14.86M0.01173,300-59.61%-$21.93M1.09
Astera Labs, Inc. Common Stock
ALAB
$1.48M0.0120,000New+$1.48M0.11
Micron Technology, Inc.
MU
$14.88M0.01126,200-27.64%-$5.68M1.09
Amazon.com, Inc.
AMZN
$143.91M0.01797,803-0.1%-$144,304.0010.51
Taiwan Semiconductor Manufacturing Company Limited
TSM
$59.63M0.01438,300New+$59.63M4.36
Meta Platforms, Inc.
META
$69.05M0.01142,200-10.34%-$7.96M5.04
NVIDIA Corporation
NVDA
$116.64M0.01129,091-1.22%-$1.45M8.52
Microsoft Corporation
MSFT
$69.71M<0.01165,697-12.61%-$10.06M5.09