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NEW YORK, NY · CIK 0001948899
Portfolio Value
$1.92B
Positions
24
New
3
Increased
5
Decreased
12
Sold Out
2
Avala Global LP (NEW YORK, NY) reported a portfolio value of $1.92B across 24 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). The top 10 positions account for 64.6% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | $177.18M | 9.23% | +58.9% |
| 2 | NVDANVIDIA CORPORATION | $159.57M | 8.32% | - |
| 3 | AMZNAMAZON COM INC | $146.07M | 7.61% | -21.4% |
| 4 | GEVGE VERNOVA INC | $131.34M | 6.84% | - |
| 5 | ASAMER SPORTS INC | $123.92M | 6.46% | -8.2% |
| 6 | SGISOMNIGROUP INTERNATIONAL INC | $119.27M | 6.22% | +20.7% |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $110.14M | 5.74% | -8.8% |
| 8 | CYBRCYBERARK SOFTWARE LTD | $105.34M | 5.49% | -16.0% |
| 9 | UALUNITED AIRLS HLDGS INC | $87.43M | 4.56% | -10.1% |
| 10 | STXSEAGATE TECHNOLOGY HLDNGS PL | $80.02M | 4.17% | +77.1% |
| Stock | Value | Shares |
|---|---|---|
| SESEA LTD SPONSORD ADS | $52.82M | 330,251 |
| DDOGDATADOG INC CL A | $45.67M | 339,951 |
| RRXREGAL REXNORD CORPORATION | $33.26M | 229,476 |
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