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NEW YORK, NY · CIK 0001948899
Portfolio Value
$2.08B
Positions
38
New
5
Increased
11
Decreased
10
Sold Out
3
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $246.16M | 11.83% | +22.2% |
| 2 | NVDANVIDIA CORPORATION | $196.29M | 9.43% | +11.4% |
| 3 | STXSEAGATE TECHNOLOGY HLDNGS PL | $148.65M | 7.14% | +25.0% |
| 4 | MSFTMICROSOFT CORP | $147.76M | 7.10% | +15.7% |
| 5 | ASAMER SPORTS INC | $143.38M | 6.89% | -6.1% |
| 6 | LITELUMENTUM HLDGS INC | $141.98M | 6.82% | -11.3% |
| 7 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $140.71M | 6.76% | +5.3% |
| 8 | SESOMNIGROUP INTERNATIONAL INC | $124.84M | 6.00% | +16.5% |
| 9 | UNTCUNITED AIRLS HLDGS INC | $99.12M | 4.76% | -0.1% |
| 10 | METAMETA PLATFORMS INC | $83.55M | 4.01% | +234.6% |
| Stock | Value | Shares |
|---|---|---|
| GDSGDS HLDGS LTD | $49.58M | 1,230,580 |
| NTRANATERA INC | $30.42M | 152,100 |
| DASHDOORDASH INC | $29.87M | 198,920 |
| HUTHUT 8 CORP | $16.84M | 358,900 |
| COMPCOMPASS INC | $15.41M | 2,107,997 |
As of Q1 2026, Avala Global LP reported a portfolio value of $2.08B across 38 positions in their 13F filing.
Avala Global LP's largest holding is AMZN with a position worth $246.16M. Their top holdings include AMZN, NVDA, STX, MSFT, AS.
In Q1 2026, Avala Global LP made the following changes to their portfolio: 5 new positions, 3 positions sold out, 11 positions increased, 10 positions reduced.
Avala Global LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when Avala Global LP files new 13F holdings.