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NEW YORK, NY · CIK 0001948899
Portfolio Value
$2.42B
Positions
29
New
7
Increased
8
Decreased
10
Sold Out
2
Avala Global LP (NEW YORK, NY) reported a portfolio value of $2.42B across 29 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 55.5% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $188.45M | 7.79% | - |
| 2 | MSFTMICROSOFT CORP | $178.74M | 7.39% | -3.1% |
| 3 | GEVGE VERNOVA INC | $147.52M | 6.10% | -3.3% |
| 4 | STXSEAGATE TECHNOLOGY HLDNGS PL | $125.92M | 5.20% | -3.8% |
| 5 | CYBRCYBERARK SOFTWARE LTD | $125.08M | 5.17% | - |
| 6 | SGISOMNIGROUP INTERNATIONAL INC | $122.21M | 5.05% | -17.3% |
| 7 | ASAMER SPORTS INC | $116.06M | 4.80% | +4.5% |
| 8 | AMZNAMAZON COM INC | $115.52M | 4.77% | -21.0% |
| 9 | RDDTREDDIT INC | $112.39M | 4.64% | -4.1% |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $110.43M | 4.56% | -18.7% |
| Stock | Value | Shares |
|---|---|---|
| MDBMONGODB INC | $85.29M | 274,800 |
| AVGOBROADCOM INC | $70.53M | 213,800 |
| APPAPPLOVIN CORP | $57.34M | 79,800 |
| NCLHNORWEGIAN CRUISE LINE HLDG L | $35.70M | 1,449,400 |
| SNOWSNOWFLAKE INC | $33.11M | 146,800 |
| WIXWIX COM LTD | $29.54M | 166,300 |
| DKSDICKS SPORTING GOODS INC | $17.38M | 78,200 |
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