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NEW YORK, NY · CIK 0001948899
Portfolio Value
$1.46B
Positions
23
New
2
Increased
11
Decreased
7
Sold Out
5
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.46B across 23 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 65.5% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $161.21M | 11.01% | +2.7% |
| 2 | NVDANVIDIA CORPORATION | $109.46M | 7.47% | - |
| 3 | CYBRCYBERARK SOFTWARE LTD | $104.13M | 7.11% | +0.4% |
| 4 | ASAMER SPORTS INC | $93.05M | 6.35% | +0.9% |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $88.53M | 6.04% | +11.5% |
| 6 | SGISOMNIGROUP INTERNATIONAL INC | $86.97M | 5.94% | +107.2% |
| 7 | UALUNITED AIRLS HLDGS INC | $84.36M | 5.76% | +23.4% |
| 8 | MSFTMICROSOFT CORP | $84.12M | 5.74% | +90.9% |
| 9 | GEVGE VERNOVA INC | $75.77M | 5.17% | -2.4% |
| 10 | METAMETA PLATFORMS INC | $72.39M | 4.94% | +162.2% |
| Stock | Value | Shares |
|---|---|---|
| ADSKAUTODESK INC | $43.09M | 164,600 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | $26.59M | 313,000 |
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