Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 23
- −3 vs. Q4 2024
- Portfolio value
- $1.46B
- −$141.3M (−8.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 847,303 | $161.2M | 11.0% | +22,100+2.7% | Added | History |
| NVDANVIDIA Corp | Stock | 1,010,010 | $109.5M | 7.5% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 308,087 | $104.1M | 7.1% | +1,145+0.4% | Added | – |
| ASAmer Sports, Inc. | COM SHS | 3,481,237 | $93.1M | 6.4% | +31,484+0.9% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 533,284 | $88.5M | 6.0% | +55,000+11.5% | Added | History |
| SGISomnigroup International Inc. | COM | 1,452,443 | $87.0M | 5.9% | +751,536+107.2% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 1,221,776 | $84.4M | 5.8% | +231,876+23.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 224,097 | $84.1M | 5.7% | +106,700+90.9% | Added | History |
| GEVGE Vernova Inc. | Stock | 248,201 | $75.8M | 5.2% | −5,993−2.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 125,600 | $72.4M | 4.9% | +77,700+162.2% | Added | History |
| CVNACarvana Co. | CL A | 313,500 | $65.5M | 4.5% | +122,115+63.8% | Added | History |
| RDDTReddit, Inc. | Stock | 509,483 | $53.4M | 3.6% | 00.0% | Unchanged | History |
| CRSCarpenter Technology Corp | COM | 269,664 | $48.9M | 3.3% | −195,631−42.0% | Reduced | History |
| WWDWoodward, Inc. | COM | 262,298 | $47.9M | 3.3% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 164,600 | $43.1M | 2.9% | +164,600 | New | History |
| WDCWestern Digital Corp | COM | 1,041,000 | $42.1M | 2.9% | −383,200−26.9% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 540,689 | $33.7M | 2.3% | +49,189+10.0% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 3,157,100 | $32.3M | 2.2% | −1,126,963−26.3% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 56,000 | $30.8M | 2.1% | −13,600−19.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 105,400 | $28.3M | 1.9% | +23,200+28.2% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 313,000 | $26.6M | 1.8% | +313,000 | New | History |
| VSTVistra Corp. | Stock | 225,200 | $26.4M | 1.8% | −100,900−30.9% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 146,043 | $25.6M | 1.7% | −24,157−14.2% | Reduced | History |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| WIXWix.com Ltd. | SHS | 223,626 | $48.0M | 3.0% | History |
| OKTAOkta, Inc. | CL A | 399,555 | $31.5M | 2.0% | History |
| RBRKRubrik, Inc. | Stock | 375,000 | $24.5M | 1.5% | History |
| CEGConstellation Energy Corp | Stock | 95,018 | $21.3M | 1.3% | History |
| ENTGEntegris Inc | COM | 154,293 | $15.3M | 1.0% | History |