13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001948899-25-000008
Total Value
$2.42B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,010,010 | $188.4M | 7.79% |
| 2 | MICROSOFT CORP | MSFT | 345,100 | $178.7M | 7.39% |
| 3 | GE VERNOVA INC | GEV | 239,901 | $147.5M | 6.10% |
| 4 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 533,430 | $125.9M | 5.20% |
| 5 | CYBERARK SOFTWARE LTD | M2682V108 | 258,887 | $125.1M | 5.17% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,449,193 | $122.2M | 5.05% |
| 7 | AMER SPORTS INC | AS | 3,339,949 | $116.1M | 4.80% |
| 8 | AMAZON COM INC | AMZN | 526,100 | $115.5M | 4.77% |
| 9 | REDDIT INC | RDDT | 488,683 | $112.4M | 4.64% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 395,399 | $110.4M | 4.56% |
| 11 | AUTODESK INC | ADSK | 293,700 | $93.3M | 3.86% |
| 12 | MONGODB INC | MDB | 274,800 | $85.3M | 3.52% |
| 13 | META PLATFORMS INC | META | 111,300 | $81.7M | 3.38% |
| 14 | SEA LTD | SE | 451,751 | $80.7M | 3.34% |
| 15 | NU HLDGS LTD | NU | 4,810,600 | $77.0M | 3.18% |
| 16 | UNITED AIRLS HLDGS INC | UNTCW | 770,049 | $74.3M | 3.07% |
| 17 | CARVANA CO | CVNA | 191,736 | $72.3M | 2.99% |
| 18 | BROADCOM INC | AVGO | 213,800 | $70.5M | 2.91% |
| 19 | CARPENTER TECHNOLOGY CORP | CRS | 269,664 | $66.2M | 2.74% |
| 20 | LUMENTUM HLDGS INC | LITE | 386,837 | $62.9M | 2.60% |
| 21 | APPLOVIN CORP | APP | 79,800 | $57.3M | 2.37% |
| 22 | VISTRA CORP | VST | 259,249 | $50.8M | 2.10% |
| 23 | WOODWARD INC | WWD | 149,134 | $37.7M | 1.56% |
| 24 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 1,449,400 | $35.7M | 1.48% |
| 25 | SNOWFLAKE INC | SNOW | 146,800 | $33.1M | 1.37% |
| 26 | WIX COM LTD | WIX | 166,300 | $29.5M | 1.22% |
| 27 | SPOTIFY TECHNOLOGY S A | SPOT | 41,300 | $28.8M | 1.19% |
| 28 | WESTERN DIGITAL CORP | WDC | 189,100 | $22.7M | 0.94% |
| 29 | DICKS SPORTING GOODS INC | 253393102 | 78,200 | $17.4M | 0.72% |