Avala Global LP 13F Holdings

CIK 0001948899 · NEW YORK, NY

As of Sep 30, 2025, Avala Global LP reported 29 positions worth $2.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,010,010 88.4M7.79%
MICROSOFT CORPMSFTTechnology345,100 78.7M7.39%
GE VERNOVA INCGEVUtilities239,901 47.5M6.10%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology533,430 25.9M5.20%
CYBERARK SOFTWARE LTDCYBRTechnology258,887 25.1M5.17%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical1,449,193 22.2M5.05%
AMER SPORTS INCASConsumer Cyclical3,339,949 16.1M4.80%
AMAZON.COM INCAMZNEquity526,100 15.5M4.77%
REDDIT INCRDDTCommunication Services488,683 12.4M4.64%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology395,399 10.4M4.56%
AUTODESK INCADSKTechnology293,700$93.3M3.86%
MONGODB INCMDBTechnology274,800$85.3M3.52%
META PLATFORMS INCMETACommunication Services111,300$81.7M3.38%
SEA LTDSEConsumer Cyclical451,751$80.7M3.34%
NU HOLDINGS LTDNUFinancial Services4,810,600$77.0M3.18%
UNITED AIRLINES HOLDINGS INCUALIndustrials770,049$74.3M3.07%
CARVANA COCVNAConsumer Cyclical191,736$72.3M2.99%
BROADCOM INCAVGOTechnology213,800$70.5M2.91%
CARPENTER TECHNOLOGY CORPCRSIndustrials269,664$66.2M2.74%
LUMENTUM HOLDINGS INCLITETechnology386,837$62.9M2.60%
APPLOVIN CORPAPPTechnology79,800$57.3M2.37%
VISTRA CORPVSTUtilities259,249$50.8M2.10%
WOODWARD INCWWDIndustrials149,134$37.7M1.56%
NORWEGIAN CRUISE LINE HOLDINGS LTDNCLHIndustrials1,449,400$35.7M1.48%
SNOWFLAKE INCSNOWTechnology146,800$33.1M1.37%