0001948899-24-000004.txt : 20240515
0001948899-24-000004.hdr.sgml : 20240515
20240515160200
ACCESSION NUMBER: 0001948899-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Avala Global LP
CENTRAL INDEX KEY: 0001948899
ORGANIZATION NAME:
IRS NUMBER: 873958049
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23061
FILM NUMBER: 24950170
BUSINESS ADDRESS:
STREET 1: 331 PARK AVENUE SOUTH
STREET 2: 8TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10010
BUSINESS PHONE: 917-446-2736
MAIL ADDRESS:
STREET 1: 331 PARK AVENUE SOUTH
STREET 2: 8TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10010
13F-HR
1
primary_doc.xml
X0202
13F-HR
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false
false
false
0001948899
XXXXXXXX
03-31-2024
03-31-2024
Avala Global LP
331 PARK AVENUE SOUTH
8TH FLOOR
NEW YORK
NY
10010
13F HOLDINGS REPORT
028-23061
000323053
801-126535
N
David Angstreich
Chief Operating Officer
732-533-3222
David Angstreich
New York
NY
05-15-2024
0
25
1368936172
false
INFORMATION TABLE
2
avala13f.xml
AMAZON COM INC
COM
023135106
143907705
797803
SH
SOLE
797803
0
0
NVIDIA CORPORATION
COM
67066G104
116641464
129091
SH
SOLE
129091
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
83392413
313942
SH
SOLE
313942
0
0
WIX COM LTD
SHS
M98068105
82016856
596573
SH
SOLE
596573
0
0
TEMPUR SEALY INTL INC
COM
88023U101
81453743
1433540
SH
SOLE
1433540
0
0
NU HLDGS LTD
ORD SHS CL A
G6683N103
80378268
6737491
SH
SOLE
6737491
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
74480642
412658
SH
SOLE
412658
0
0
MICROSOFT CORP
COM
594918104
69712042
165697
SH
SOLE
165697
0
0
META PLATFORMS INC
CL A
30303M102
69049476
142200
SH
SOLE
142200
0
0
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
67088585
720995
SH
SOLE
720995
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
63874485
306279
SH
SOLE
306279
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
59630715
438300
SH
SOLE
438300
0
0
NEWS CORP NEW
CL A
65249B109
59423364
2269800
SH
SOLE
2269800
0
0
SALESFORCE INC
COM
79466L302
57972632
192485
SH
SOLE
192485
0
0
PTC INC
COM
69370C100
53582250
283594
SH
SOLE
283594
0
0
OKTA INC
CL A
679295105
50208917
479917
SH
SOLE
479917
0
0
WESTERN DIGITAL CORP.
COM
958102105
35129952
514800
SH
SOLE
514800
0
0
VERTIV HOLDINGS CO
COM CL A
92537N108
31393948
384400
SH
SOLE
384400
0
0
DYNATRACE INC
COM NEW
268150109
19978488
430200
SH
SOLE
430200
0
0
LAMB WESTON HLDGS INC
COM
513272104
19910457
186900
SH
SOLE
186900
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
15037110
183000
SH
SOLE
183000
0
0
MICRON TECHNOLOGY INC
COM
595112103
14877718
126200
SH
SOLE
126200
0
0
SONY GROUP CORP
SPONSORED ADR
835699307
14858742
173300
SH
SOLE
173300
0
0
REDDIT INC
CL A
75734B100
3452400
70000
SH
SOLE
70000
0
0
ASTERA LABS INC
COM
04626A103
1483800
20000
SH
SOLE
20000
0
0