Institutions / Avala Global LP
Avala Global LP
CIK 1948899 · Institution · as of Dec 31, 2025
Portfolio value
$2.09B
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $223.18M | 10.7% |
| NVIDIA Corp | $188.37M | 9.0% |
| Amer Sports Inc | $173.20M | 8.3% |
| Microsoft Corp | $166.90M | 8.0% |
| Somnigroup International Inc | $129.38M | 6.2% |
| MongoDB, Inc. | $125.56M | 6.0% |
| United Airlines Holdings Inc | $120.51M | 5.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $120.16M | 5.7% |
| Cyberark Software Ltd | $115.48M | 5.5% |
| Nu Hldgs Ltd | $96.51M | 4.6% |
| Carvana Co. | $90.37M | 4.3% |
| Lumentum Hldgs Inc | $83.98M | 4.0% |
| Seagate Technology Holdings PLC | $83.56M | 4.0% |
| Autodesk, Inc. | $80.13M | 3.8% |
| EchoStar CORP | $50.50M | 2.4% |
| Sea Ltd | $44.42M | 2.1% |
| Alphabet Inc. | $39.91M | 1.9% |
| Broadcom Inc. | $37.64M | 1.8% |
| The Boeing Company | $36.89M | 1.8% |
| Western Digital Corp | $32.58M | 1.6% |
| Meta Platforms Inc | $28.81M | 1.4% |
| Rocket Companies, Inc. | $21.82M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.