Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 29
- +5 vs. Q2 2025
- Portfolio value
- $2.42B
- +$500.9M (+26.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,010,010 | $188.4M | 7.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 345,100 | $178.7M | 7.4% | −11,100−3.1% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 239,901 | $147.5M | 6.1% | −8,300−3.3% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 533,430 | $125.9M | 5.2% | −21,000−3.8% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 258,887 | $125.1M | 5.2% | 00.0% | Unchanged | – |
| SGISomnigroup International Inc. | COM | 1,449,193 | $122.2M | 5.1% | −303,500−17.3% | Reduced | History |
| ASAmer Sports, Inc. | COM SHS | 3,339,949 | $116.1M | 4.8% | +142,900+4.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 526,100 | $115.5M | 4.8% | −139,700−21.0% | Reduced | History |
| RDDTReddit, Inc. | Stock | 488,683 | $112.4M | 4.6% | −20,800−4.1% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 395,399 | $110.4M | 4.6% | −90,900−18.7% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 293,700 | $93.3M | 3.9% | +89,500+43.8% | Added | History |
| MDBMongoDB, Inc. | CL A | 274,800 | $85.3M | 3.5% | +274,800 | New | History |
| METAMeta Platforms, Inc. | Stock | 111,300 | $81.7M | 3.4% | +20,634+22.8% | Added | History |
| SESea Ltd | SPONSORD ADS | 451,751 | $80.7M | 3.3% | +121,500+36.8% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 4,810,600 | $77.0M | 3.2% | +3,350,300+229.4% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 770,049 | $74.3M | 3.1% | −327,851−29.9% | Reduced | History |
| CVNACarvana Co. | CL A | 191,736 | $72.3M | 3.0% | +4,900+2.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 213,800 | $70.5M | 2.9% | +213,800 | New | History |
| CRSCarpenter Technology Corp | COM | 269,664 | $66.2M | 2.7% | 00.0% | Unchanged | History |
| LITELumentum Holdings Inc. | COM | 386,837 | $62.9M | 2.6% | +17,337+4.7% | Added | History |
| APPAppLovin Corp | COM CL A | 79,800 | $57.3M | 2.4% | +79,800 | New | History |
| VSTVistra Corp. | Stock | 259,249 | $50.8M | 2.1% | 00.0% | Unchanged | History |
| WWDWoodward, Inc. | COM | 149,134 | $37.7M | 1.6% | −111,800−42.8% | Reduced | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 1,449,400 | $35.7M | 1.5% | +1,449,400 | New | History |
| SNOWSnowflake Inc. | Stock | 146,800 | $33.1M | 1.4% | +146,800 | New | History |
| WIXWix.com Ltd. | SHS | 166,300 | $29.5M | 1.2% | +166,300 | New | History |
| SPOTSpotify Technology S.A. | Stock | 41,300 | $28.8M | 1.2% | +17,700+75.0% | Added | History |
| WDCWestern Digital Corp | COM | 189,100 | $22.7M | 0.9% | −46,200−19.6% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 78,200 | $17.4M | 0.7% | +78,200 | New | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.