13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001948899-25-000003
Total Value
$1.46B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 847,303 | $161.2M | 11.01% |
| 2 | NVIDIA CORPORATION | NVDA | 1,010,010 | $109.5M | 7.47% |
| 3 | CYBERARK SOFTWARE LTD | M2682V108 | 308,087 | $104.1M | 7.11% |
| 4 | AMER SPORTS INC | AS | 3,481,237 | $93.1M | 6.35% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 533,284 | $88.5M | 6.04% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,452,443 | $87.0M | 5.94% |
| 7 | UNITED AIRLS HLDGS INC | UNTCW | 1,221,776 | $84.4M | 5.76% |
| 8 | MICROSOFT CORP | MSFT | 224,097 | $84.1M | 5.74% |
| 9 | GE VERNOVA INC | GEV | 248,201 | $75.8M | 5.17% |
| 10 | META PLATFORMS INC | META | 125,600 | $72.4M | 4.94% |
| 11 | CARVANA CO | CVNA | 313,500 | $65.5M | 4.48% |
| 12 | REDDIT INC | RDDT | 509,483 | $53.4M | 3.65% |
| 13 | CARPENTER TECHNOLOGY CORP | CRS | 269,664 | $48.9M | 3.34% |
| 14 | WOODWARD INC | WWD | 262,298 | $47.9M | 3.27% |
| 15 | AUTODESK INC | ADSK | 164,600 | $43.1M | 2.94% |
| 16 | WESTERN DIGITAL CORP | WDC | 1,041,000 | $42.1M | 2.87% |
| 17 | LUMENTUM HLDGS INC | LITE | 540,689 | $33.7M | 2.30% |
| 18 | NU HLDGS LTD | NU | 3,157,100 | $32.3M | 2.21% |
| 19 | SPOTIFY TECHNOLOGY S A | SPOT | 56,000 | $30.8M | 2.10% |
| 20 | SALESFORCE INC | CRM | 105,400 | $28.3M | 1.93% |
| 21 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 313,000 | $26.6M | 1.82% |
| 22 | VISTRA CORP | VST | 225,200 | $26.4M | 1.81% |
| 23 | MONGODB INC | MDB | 146,043 | $25.6M | 1.75% |