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NEW YORK, NY · CIK 0001948899
Portfolio Value
$2.09B
Positions
22
New
4
Increased
6
Decreased
6
Sold Out
11
Avala Global LP (NEW YORK, NY) reported a portfolio value of $2.09B across 22 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 69.8% 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 | $223.18M | 10.68% | +83.8% |
| 2 | NVDANVIDIA CORPORATION | $188.37M | 9.01% | - |
| 3 | ASAMER SPORTS INC | $173.20M | 8.29% | +38.8% |
| 4 | MSFTMICROSOFT CORP | $166.90M | 7.99% | - |
| 5 | SGISOMNIGROUP INTERNATIONAL INC | $129.38M | 6.19% | - |
| 6 | MDBMONGODB INC | $125.56M | 6.01% | +8.9% |
| 7 | UALUNITED AIRLS HLDGS INC | $120.51M | 5.77% | +40.0% |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | $120.16M | 5.75% | - |
| 9 | CYBRCYBERARK SOFTWARE LTD | $115.48M | 5.53% | - |
| 10 | NUNU HLDGS LTD | $96.51M | 4.62% | +19.8% |
| Stock | Value | Shares |
|---|---|---|
| SATSECHOSTAR CORP | $50.50M | 464,600 |
| GOOGLALPHABET INC | $39.91M | 127,500 |
| BABOEING CO | $36.89M | 169,900 |
| RKTROCKET COS INC | $21.82M | 1,127,013 |
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