13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001948899-25-000005
Total Value
$1.92B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 356,200 | $177.2M | 9.23% |
| 2 | NVIDIA CORPORATION | NVDA | 1,010,010 | $159.6M | 8.32% |
| 3 | AMAZON COM INC | AMZN | 665,800 | $146.1M | 7.61% |
| 4 | GE VERNOVA INC | GEV | 248,201 | $131.3M | 6.84% |
| 5 | AMER SPORTS INC | AS | 3,197,049 | $123.9M | 6.46% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,752,693 | $119.3M | 6.22% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 486,299 | $110.1M | 5.74% |
| 8 | CYBERARK SOFTWARE LTD | M2682V108 | 258,887 | $105.3M | 5.49% |
| 9 | UNITED AIRLS HLDGS INC | UNTCW | 1,097,900 | $87.4M | 4.56% |
| 10 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 554,430 | $80.0M | 4.17% |
| 11 | REDDIT INC | RDDT | 509,483 | $76.7M | 4.00% |
| 12 | CARPENTER TECHNOLOGY CORP | CRS | 269,664 | $74.5M | 3.88% |
| 13 | META PLATFORMS INC | META | 90,666 | $66.9M | 3.49% |
| 14 | WOODWARD INC | WWD | 260,934 | $64.0M | 3.33% |
| 15 | AUTODESK INC | ADSK | 204,200 | $63.2M | 3.29% |
| 16 | CARVANA CO | CVNA | 186,836 | $63.0M | 3.28% |
| 17 | SEA LTD SPONSORD ADS | SE | 330,251 | $52.8M | 2.75% |
| 18 | VISTRA CORP | VST | 259,249 | $50.2M | 2.62% |
| 19 | DATADOG INC CL A | DDOG | 339,951 | $45.7M | 2.38% |
| 20 | LUMENTUM HLDGS INC | LITE | 369,500 | $35.1M | 1.83% |
| 21 | REGAL REXNORD CORPORATION | RRX | 229,476 | $33.3M | 1.73% |
| 22 | NU HLDGS LTD | NU | 1,460,300 | $20.0M | 1.04% |
| 23 | SPOTIFY TECHNOLOGY S A | SPOT | 23,600 | $18.1M | 0.94% |
| 24 | WESTERN DIGITAL CORP | WDC | 235,300 | $15.1M | 0.78% |