Avala Global LP
22 holdingsFiling period: 2026-03-31Current AUM: $2.42Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.18M | $246.2M | $321.0M | 13.25% | +215.0K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 1.13M | $196.3M | $225.9M | 9.32% | +115.5K | 2026-03-31 |
| 3 | — | SEAGATE TECHNOLOGY HLDNGS PL | 379.4K | $148.6M | $148.6M | 6.13% | +76.0K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 399.2K | $147.8M | $185.5M | 7.66% | +54.1K | 2026-03-31 |
| 5 | — | AMER SPORTS INC | 4.36M | $143.4M | $143.4M | 5.92% | -281,637 | 2026-03-31 |
| 6 | LITE | LUMENTUM HLDGS INC | 202.0K | $142.0M | $144.2M | 5.95% | -25,800 | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 416.4K | $140.7M | $168.3M | 6.95% | +21.0K | 2026-03-31 |
| 8 | SGI | SOMNIGROUP INTERNATIONAL INC | 1.69M | $124.8M | $110.3M | 4.55% | +239.7K | 2026-03-31 |
| 9 | UAL | UNITED AIRLS HLDGS INC | 1.08M | $99.1M | $130.6M | 5.39% | -1,149 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 146.0K | $83.6M | $81.3M | 3.35% | +102.4K | 2026-03-31 |
| 11 | BA | BOEING CO | 411.3K | $81.9M | $88.9M | 3.67% | +241.4K | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 237.1K | $73.4M | $92.3M | 3.81% | +128.4K | 2026-03-31 |
| 13 | — | NU HLDGS LTD | 4.97M | $71.3M | $71.3M | 2.94% | -800,100 | 2026-03-31 |
| 14 | CVNA | CARVANA CO | 224.1K | $70.4M | $69.9M | 2.88% | +9.9K | 2026-03-31 |
| 15 | MDB | MONGODB INC | 269.1K | $65.9M | $90.8M | 3.75% | -30,094 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 182.8K | $52.6M | $65.1M | 2.69% | +55.3K | 2026-03-31 |
| 17 | WDC | WESTERN DIGITAL CORP | 189.1K | $51.1M | $103.0M | 4.25% | -- | 2026-03-31 |
| 18 | GDS | GDS HLDGS LTD | 1.23M | $49.6M | $40.3M | 1.66% | -- | 2026-03-31 |
| 19 | NTRA | NATERA INC | 152.1K | $30.4M | $40.7M | 1.68% | -- | 2026-03-31 |
| 20 | DASH | DOORDASH INC | 198.9K | $29.9M | $39.0M | 1.61% | -- | 2026-03-31 |
| 21 | HUT | HUT 8 CORP | 358.9K | $16.8M | $38.6M | 1.59% | -- | 2026-03-31 |
| 22 | COMP | COMPASS INC | 2.11M | $15.4M | $24.0M | 0.99% | -- | 2026-03-31 |
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