Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 26
- −3 vs. Q3 2024
- Portfolio value
- $1.61B
- +$87.5M (+5.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 825,203 | $181.0M | 11.3% | +47,500+6.1% | Added | History |
| NVDANVIDIA Corp | Stock | 1,010,010 | $135.6M | 8.4% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 306,942 | $102.3M | 6.4% | 00.0% | Unchanged | – |
| ASAmer Sports, Inc. | COM SHS | 3,449,753 | $96.5M | 6.0% | +3,449,753 | New | History |
| UALUnited Airlines Holdings, Inc. | COM | 989,900 | $96.1M | 6.0% | +445,300+81.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 478,284 | $94.5M | 5.9% | +87,100+22.3% | Added | History |
| WDCWestern Digital Corp | COM | 1,424,200 | $84.9M | 5.3% | +276,500+24.1% | Added | History |
| GEVGE Vernova Inc. | Stock | 254,194 | $83.6M | 5.2% | −6,500−2.5% | Reduced | History |
| RDDTReddit, Inc. | Stock | 509,483 | $83.3M | 5.2% | −36,617−6.7% | Reduced | History |
| CRSCarpenter Technology Corp | COM | 465,295 | $79.0M | 4.9% | +41,595+9.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 117,397 | $49.5M | 3.1% | 00.0% | Unchanged | History |
| WIXWix.com Ltd. | SHS | 223,626 | $48.0M | 3.0% | −147,078−39.7% | Reduced | History |
| VSTVistra Corp. | Stock | 326,100 | $45.0M | 2.8% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 4,284,063 | $44.4M | 2.8% | +125,583+3.0% | Added | History |
| WWDWoodward, Inc. | COM | 262,298 | $43.7M | 2.7% | −17,802−6.4% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 491,500 | $41.3M | 2.6% | +491,500 | New | History |
| SGISomnigroup International Inc. | COM | 700,907 | $39.7M | 2.5% | −80,500−10.3% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 170,200 | $39.6M | 2.5% | −7,200−4.1% | Reduced | History |
| CVNACarvana Co. | CL A | 191,385 | $38.9M | 2.4% | −64,415−25.2% | Reduced | History |
| OKTAOkta, Inc. | CL A | 399,555 | $31.5M | 2.0% | −99,736−20.0% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 69,600 | $31.1M | 1.9% | −66,900−49.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 47,900 | $28.0M | 1.7% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 82,200 | $27.5M | 1.7% | +82,200 | New | History |
| RBRKRubrik, Inc. | Stock | 375,000 | $24.5M | 1.5% | −375,000−50.0% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 95,018 | $21.3M | 1.3% | 00.0% | Unchanged | History |
| ENTGEntegris Inc | COM | 154,293 | $15.3M | 1.0% | −151,624−49.6% | Reduced | History |
Sold out since Q3 2024 (6)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| DTDynatrace, Inc. | Stock | 1,313,227 | $70.2M | 4.6% | History |
| AMDAdvanced Micro Devices Inc | Stock | 254,958 | $41.8M | 2.8% | History |
| NWSANews Corp | CL A | 1,395,154 | $37.2M | 2.4% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 244,695 | $26.8M | 1.8% | History |
| SBUXStarbucks Corp | Stock | 251,500 | $24.5M | 1.6% | History |
| AAPLApple Inc. | Stock | 103,790 | $24.2M | 1.6% | History |