Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 22
- 0 vs. Q4 2025
- Portfolio value
- $2.08B
- −$8.66M (−0.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 1,181,905 | $246.2M | 11.8% | +215,000+22.2% | Added | History |
| NVDANVIDIA Corp | Stock | 1,125,510 | $196.3M | 9.4% | +115,500+11.4% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 379,430 | $148.6M | 7.1% | +76,000+25.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 399,180 | $147.8M | 7.1% | +54,080+15.7% | Added | History |
| ASAmer Sports, Inc. | COM SHS | 4,355,512 | $143.4M | 6.9% | −281,637−6.1% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 202,037 | $142.0M | 6.8% | −25,800−11.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 416,360 | $140.7M | 6.8% | +20,961+5.3% | Added | History |
| SGISomnigroup International Inc. | COM | 1,688,893 | $124.8M | 6.0% | +239,700+16.5% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 1,076,600 | $99.1M | 4.8% | −1,149−0.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 146,040 | $83.6M | 4.0% | +102,388+234.6% | Added | History |
| BABoeing Co | Stock | 411,343 | $81.9M | 3.9% | +241,443+142.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 237,140 | $73.4M | 3.5% | +128,380+118.0% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 4,965,100 | $71.3M | 3.4% | −800,100−13.9% | Reduced | History |
| CVNACarvana Co. | CL A | 224,080 | $70.4M | 3.4% | +9,944+4.6% | Added | History |
| MDBMongoDB, Inc. | CL A | 269,072 | $65.9M | 3.2% | −30,094−10.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 182,800 | $52.6M | 2.5% | +55,300+43.4% | Added | History |
| WDCWestern Digital Corp | COM | 189,100 | $51.1M | 2.5% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 1,230,580 | $49.6M | 2.4% | +1,230,580 | New | History |
| NTRANatera, Inc. | COM | 152,100 | $30.4M | 1.5% | +152,100 | New | History |
| DASHDoorDash, Inc. | Stock | 198,920 | $29.9M | 1.4% | +198,920 | New | History |
| HUTHut 8 Corp. | COM | 358,900 | $16.8M | 0.8% | +358,900 | New | History |
| COMPCompass, Inc. | CL A | 2,107,997 | $15.4M | 0.7% | +2,107,997 | New | History |
Sold out since Q4 2025 (5)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Cyberark Software LtdM2682V108 | SHS | 258,887 | $115.5M | 5.5% | – |
| ADSKAutodesk, Inc. | COM | 270,700 | $80.1M | 3.8% | History |
| ECHOEchoStar CORP | CL A | 464,600 | $50.5M | 2.4% | History |
| SESea Ltd | SPONSORD ADS | 348,214 | $44.4M | 2.1% | History |
| RKTRocket Companies, Inc. | Stock | 1,127,013 | $21.8M | 1.0% | History |