Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 24
- +1 vs. Q1 2025
- Portfolio value
- $1.92B
- +$454.2M (+31.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WDCWestern Digital Corp | COM | 235,300 | $15.1M | 0.8% | −805,700−77.4% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 23,600 | $18.1M | 0.9% | −32,400−57.9% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,460,300 | $20.0M | 1.0% | −1,696,800−53.7% | Reduced | History |
| RRXRegal Rexnord Corp | COM | 229,476 | $33.3M | 1.7% | +229,476 | New | History |
| LITELumentum Holdings Inc. | COM | 369,500 | $35.1M | 1.8% | −171,189−31.7% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 339,951 | $45.7M | 2.4% | +339,951 | New | History |
| VSTVistra Corp. | Stock | 259,249 | $50.2M | 2.6% | +34,049+15.1% | Added | History |
| SESea Ltd | SPONSORD ADS | 330,251 | $52.8M | 2.8% | +330,251 | New | History |
| CVNACarvana Co. | CL A | 186,836 | $63.0M | 3.3% | −126,664−40.4% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 204,200 | $63.2M | 3.3% | +39,600+24.1% | Added | History |
| WWDWoodward, Inc. | COM | 260,934 | $64.0M | 3.3% | −1,364−0.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 90,666 | $66.9M | 3.5% | −34,934−27.8% | Reduced | History |
| CRSCarpenter Technology Corp | COM | 269,664 | $74.5M | 3.9% | 00.0% | Unchanged | History |
| RDDTReddit, Inc. | Stock | 509,483 | $76.7M | 4.0% | 00.0% | Unchanged | History |
| STXSeagate Technology Holdings plc | ORD SHS | 554,430 | $80.0M | 4.2% | +241,430+77.1% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 1,097,900 | $87.4M | 4.6% | −123,876−10.1% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 258,887 | $105.3M | 5.5% | −49,200−16.0% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 486,299 | $110.1M | 5.7% | −46,985−8.8% | Reduced | History |
| SGISomnigroup International Inc. | COM | 1,752,693 | $119.3M | 6.2% | +300,250+20.7% | Added | History |
| ASAmer Sports, Inc. | COM SHS | 3,197,049 | $123.9M | 6.5% | −284,188−8.2% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 248,201 | $131.3M | 6.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 665,800 | $146.1M | 7.6% | −181,503−21.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,010,010 | $159.6M | 8.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 356,200 | $177.2M | 9.2% | +132,103+58.9% | Added | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.