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NEW YORK, NY · CIK 0001948899
New positions
5
Added to
11
Trimmed
5
Exited
5
Avala Global LP (NEW YORK, NY) reported a portfolio value of $2.08B across 22 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 70.8% of the portfolio.
Top 22 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 | SGISOMNIGROUP INTERNATIONAL INC | $124.84M | 6.00% | +16.5% |
| 9 | UALUNITED 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 |
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