0001948899-23-000007.txt : 20231114 0001948899-23-000007.hdr.sgml : 20231114 20231114161650 ACCESSION NUMBER: 0001948899-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Avala Global LP CENTRAL INDEX KEY: 0001948899 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: 231406550 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 LIVE false false false 0001948899 XXXXXXXX 09-30-2023 09-30-2023 Avala Global LP

331 PARK AVENUE SOUTH 8TH FLOOR NEW YORK NY 10010

13F HOLDINGS REPORT 028-23061 000323053 801-126535 N Janine Krause 917-446-2736 Janine Krause New York NY 11-14-2023 0 18 1030187153 false INFORMATION TABLE 2 avala13f.xml MICROSOFT CORP COM 594918104 128509303 406997 SH SOLE 406997 0 0 NVIDIA CORPORATION COM 67066G104 113180483 260191 SH SOLE 260191 0 0 LAMB WESTON HLDGS INC COM 513272104 111193875 1202616 SH SOLE 1202616 0 0 AMAZON COM INC COM 023135106 107073557 842303 SH SOLE 842303 0 0 TEMPUR SEALY INTL INC COM 88023U101 82433764 1902025 SH SOLE 1902025 0 0 META PLATFORMS INC CL A 30303M102 75472794 251400 SH SOLE 251400 0 0 SONY GROUP CORP SPONSORED ADR 835699307 64934712 787947 SH SOLE 787947 0 0 LULULEMON ATHLETICA INC COM 550021109 61196307 158700 SH SOLE 158700 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 58303512 693594 SH SOLE 693594 0 0 ADVANCED MICRO DEVICES INC COM 007903107 41065485 399392 SH SOLE 399392 0 0 MONGODB INC CL A 60937P106 40465620 117000 SH SOLE 117000 0 0 MICRON TECHNOLOGY INC COM 595112103 33103398 486600 SH SOLE 486600 0 0 PALO ALTO NETWORKS INC COM 697435105 32410861 138248 SH SOLE 138248 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 31772520 854100 SH SOLE 854100 0 0 SALESFORCE INC COM 79466L302 23907762 117900 SH SOLE 117900 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 21408000 400000 SH SOLE 400000 0 0 MAPLEBEAR INC COM 565394103 2375200 80000 SH SOLE 80000 0 0 KLAVIYO INC COM SER A 49845K101 1380000 40000 SH SOLE 40000 0 0