Filed: 5/15/2025ACC: 0001948899-25-000003
📋 What this filing means
AVALA GLOBAL LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.46B
Total AUM (reported)
16.56M
Total Shares
Allocation by class
COM$872.25M59.6%
CL A$217.00M14.8%
SHS$134.94M9.2%
COM SHS$93.05M6.4%
SPONSORED ADS$88.53M6.0%
ORD SHS CL A$32.33M2.2%
ORD SHS$26.59M1.8%
Portfolio Concentration
Top 3$374.81M25.6%
4–10$585.20M40.0%
11–25$504.67M34.5%
Top 3 weight
25.6%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 16.56M
Sole
Full voting authority
16.56M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
AMAZON COM INC
SOLEShares847.30K
TypeSH
Market value$161.21M
11.01%
Sole
847.30K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.01M
TypeSH
Market value$109.46M
7.47%
Sole
1.01M
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares308.09K
TypeSH
Market value$104.13M
7.11%
Sole
308.09K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares3.48M
TypeSH
Market value$93.05M
6.35%
Sole
3.48M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares533.28K
TypeSH
Market value$88.53M
6.04%
Sole
533.28K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.45M
TypeSH
Market value$86.97M
5.94%
Sole
1.45M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares1.22M
TypeSH
Market value$84.36M
5.76%
Sole
1.22M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares224.10K
TypeSH
Market value$84.12M
5.74%
Sole
224.10K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares248.20K
TypeSH
Market value$75.77M
5.17%
Sole
248.20K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares125.60K
TypeSH
Market value$72.39M
4.94%
Sole
125.60K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares313.50K
TypeSH
Market value$65.55M
4.48%
Sole
313.50K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares509.48K
TypeSH
Market value$53.44M
3.65%
Sole
509.48K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares269.66K
TypeSH
Market value$48.86M
3.34%
Sole
269.66K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares262.30K
TypeSH
Market value$47.87M
3.27%
Sole
262.30K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares164.60K
TypeSH
Market value$43.09M
2.94%
Sole
164.60K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.04M
TypeSH
Market value$42.09M
2.87%
Sole
1.04M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares540.69K
TypeSH
Market value$33.71M
2.30%
Sole
540.69K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.16M
TypeSH
Market value$32.33M
2.21%
Sole
3.16M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares56K
TypeSH
Market value$30.80M
2.10%
Sole
56K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares105.40K
TypeSH
Market value$28.29M
1.93%
Sole
105.40K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares313K
TypeSH
Market value$26.59M
1.82%
Sole
313K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares225.20K
TypeSH
Market value$26.45M
1.81%
Sole
225.20K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares146.04K
TypeSH
Market value$25.62M
1.75%
Sole
146.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 847.30K | SH | $161.21M 11.01% | 847.30K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.01M | SH | $109.46M 7.47% | 1.01M | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 308.09K | SH | $104.13M 7.11% | 308.09K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 3.48M | SH | $93.05M 6.35% | 3.48M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 533.28K | SH | $88.53M 6.04% | 533.28K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.45M | SH | $86.97M 5.94% | 1.45M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 1.22M | SH | $84.36M 5.76% | 1.22M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 224.10K | SH | $84.12M 5.74% | 224.10K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 248.20K | SH | $75.77M 5.17% | 248.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 125.60K | SH | $72.39M 4.94% | 125.60K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 313.50K | SH | $65.55M 4.48% | 313.50K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 509.48K | SH | $53.44M 3.65% | 509.48K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 269.66K | SH | $48.86M 3.34% | 269.66K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 262.30K | SH | $47.87M 3.27% | 262.30K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 164.60K | SH | $43.09M 2.94% | 164.60K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.04M | SH | $42.09M 2.87% | 1.04M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 540.69K | SH | $33.71M 2.30% | 540.69K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.16M | SH | $32.33M 2.21% | 3.16M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 56K | SH | $30.80M 2.10% | 56K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 105.40K | SH | $28.29M 1.93% | 105.40K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 313K | SH | $26.59M 1.82% | 313K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 225.20K | SH | $26.45M 1.81% | 225.20K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 146.04K | SH | $25.62M 1.75% | 146.04K | 0.00 | 0.00 |