13F HOLDINGS REPORT
Avala Global LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001948899-26-000002
Total Value
$2.09B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 966,905 | $223.2M | 10.68% |
| 2 | NVIDIA CORPORATION | NVDA | 1,010,010 | $188.4M | 9.01% |
| 3 | AMER SPORTS INC | AS | 4,637,149 | $173.2M | 8.29% |
| 4 | MICROSOFT CORP | MSFT | 345,100 | $166.9M | 7.99% |
| 5 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,449,193 | $129.4M | 6.19% |
| 6 | MONGODB INC | MDB | 299,166 | $125.6M | 6.01% |
| 7 | UNITED AIRLS HLDGS INC | UNTCW | 1,077,749 | $120.5M | 5.77% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 395,399 | $120.2M | 5.75% |
| 9 | CYBERARK SOFTWARE LTD | M2682V108 | 258,887 | $115.5M | 5.53% |
| 10 | NU HLDGS LTD | NU | 5,765,200 | $96.5M | 4.62% |
| 11 | CARVANA CO | CVNA | 214,136 | $90.4M | 4.32% |
| 12 | LUMENTUM HLDGS INC | LITE | 227,837 | $84.0M | 4.02% |
| 13 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 303,430 | $83.6M | 4.00% |
| 14 | AUTODESK INC | ADSK | 270,700 | $80.1M | 3.83% |
| 15 | ECHOSTAR CORP | SATS | 464,600 | $50.5M | 2.42% |
| 16 | SEA LTD | SE | 348,214 | $44.4M | 2.13% |
| 17 | ALPHABET INC | GOOG | 127,500 | $39.9M | 1.91% |
| 18 | BROADCOM INC | AVGO | 108,760 | $37.6M | 1.80% |
| 19 | BOEING CO | BA-PA | 169,900 | $36.9M | 1.77% |
| 20 | WESTERN DIGITAL CORP | WDC | 189,100 | $32.6M | 1.56% |
| 21 | META PLATFORMS INC | META | 43,652 | $28.8M | 1.38% |
| 22 | ROCKET COS INC | 77311W101 | 1,127,013 | $21.8M | 1.04% |