Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 22
- −7 vs. Q3 2025
- Portfolio value
- $2.09B
- −$330.0M (−13.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 966,905 | $223.2M | 10.7% | +440,805+83.8% | Added | History |
| NVDANVIDIA Corp | Stock | 1,010,010 | $188.4M | 9.0% | 00.0% | Unchanged | History |
| ASAmer Sports, Inc. | COM SHS | 4,637,149 | $173.2M | 8.3% | +1,297,200+38.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 345,100 | $166.9M | 8.0% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 1,449,193 | $129.4M | 6.2% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 299,166 | $125.6M | 6.0% | +24,366+8.9% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 1,077,749 | $120.5M | 5.8% | +307,700+40.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 395,399 | $120.2M | 5.7% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 258,887 | $115.5M | 5.5% | 00.0% | Unchanged | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 5,765,200 | $96.5M | 4.6% | +954,600+19.8% | Added | History |
| CVNACarvana Co. | CL A | 214,136 | $90.4M | 4.3% | +22,400+11.7% | Added | History |
| LITELumentum Holdings Inc. | COM | 227,837 | $84.0M | 4.0% | −159,000−41.1% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 303,430 | $83.6M | 4.0% | −230,000−43.1% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 270,700 | $80.1M | 3.8% | −23,000−7.8% | Reduced | History |
| ECHOEchoStar CORP | CL A | 464,600 | $50.5M | 2.4% | +464,600 | New | History |
| SESea Ltd | SPONSORD ADS | 348,214 | $44.4M | 2.1% | −103,537−22.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 127,500 | $39.9M | 1.9% | +127,500 | New | History |
| AVGOBroadcom Inc. | Stock | 108,760 | $37.6M | 1.8% | −105,040−49.1% | Reduced | History |
| BABoeing Co | Stock | 169,900 | $36.9M | 1.8% | +169,900 | New | History |
| WDCWestern Digital Corp | COM | 189,100 | $32.6M | 1.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 43,652 | $28.8M | 1.4% | −67,648−60.8% | Reduced | History |
| RKTRocket Companies, Inc. | Stock | 1,127,013 | $21.8M | 1.0% | +1,127,013 | New | History |
Sold out since Q3 2025 (11)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| GEVGE Vernova Inc. | Stock | 239,901 | $147.5M | 6.1% | History |
| RDDTReddit, Inc. | Stock | 488,683 | $112.4M | 4.6% | History |
| CRSCarpenter Technology Corp | COM | 269,664 | $66.2M | 2.7% | History |
| APPAppLovin Corp | COM CL A | 79,800 | $57.3M | 2.4% | History |
| VSTVistra Corp. | Stock | 259,249 | $50.8M | 2.1% | History |
| WWDWoodward, Inc. | COM | 149,134 | $37.7M | 1.6% | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 1,449,400 | $35.7M | 1.5% | History |
| SNOWSnowflake Inc. | Stock | 146,800 | $33.1M | 1.4% | History |
| WIXWix.com Ltd. | SHS | 166,300 | $29.5M | 1.2% | History |
| SPOTSpotify Technology S.A. | Stock | 41,300 | $28.8M | 1.2% | History |
| DKSDick's Sporting Goods, Inc. | Stock | 78,200 | $17.4M | 0.7% | History |