Filed: 8/14/2025ACC: 0001948899-25-000005
📋 What this filing means
AVALA GLOBAL LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $1.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$1.92B
Total AUM (reported)
14.40M
Total Shares
Allocation by class
COM$1.20B62.6%
CL A$206.59M10.8%
SPONSORED ADS$162.96M8.5%
COM SHS$123.92M6.5%
SHS$123.45M6.4%
ORD SHS$80.02M4.2%
ORD SHS CL A$20.04M1.0%
Portfolio Concentration
Top 3$482.82M25.2%
4–10$757.45M39.5%
11–25$678.61M35.4%
Top 3 weight
25.2%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 14.40M
Sole
Full voting authority
14.40M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
MICROSOFT CORP
SOLEShares356.20K
TypeSH
Market value$177.18M
9.23%
Sole
356.20K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.01M
TypeSH
Market value$159.57M
8.32%
Sole
1.01M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares665.80K
TypeSH
Market value$146.07M
7.61%
Sole
665.80K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares248.20K
TypeSH
Market value$131.34M
6.84%
Sole
248.20K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares3.20M
TypeSH
Market value$123.92M
6.46%
Sole
3.20M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.75M
TypeSH
Market value$119.27M
6.22%
Sole
1.75M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares486.30K
TypeSH
Market value$110.14M
5.74%
Sole
486.30K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares258.89K
TypeSH
Market value$105.34M
5.49%
Sole
258.89K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares1.10M
TypeSH
Market value$87.43M
4.56%
Sole
1.10M
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares554.43K
TypeSH
Market value$80.02M
4.17%
Sole
554.43K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares509.48K
TypeSH
Market value$76.71M
4.00%
Sole
509.48K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares269.66K
TypeSH
Market value$74.53M
3.88%
Sole
269.66K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares90.67K
TypeSH
Market value$66.92M
3.49%
Sole
90.67K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares260.93K
TypeSH
Market value$63.95M
3.33%
Sole
260.93K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares204.20K
TypeSH
Market value$63.21M
3.29%
Sole
204.20K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares186.84K
TypeSH
Market value$62.96M
3.28%
Sole
186.84K
Shared
0.00
None
0.00
SEA LTD SPONSORD ADS
SOLEShares330.25K
TypeSH
Market value$52.82M
2.75%
Sole
330.25K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares259.25K
TypeSH
Market value$50.25M
2.62%
Sole
259.25K
Shared
0.00
None
0.00
DATADOG INC CL A
SOLEShares339.95K
TypeSH
Market value$45.67M
2.38%
Sole
339.95K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares369.50K
TypeSH
Market value$35.12M
1.83%
Sole
369.50K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares229.48K
TypeSH
Market value$33.26M
1.73%
Sole
229.48K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.46M
TypeSH
Market value$20.04M
1.04%
Sole
1.46M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares23.60K
TypeSH
Market value$18.11M
0.94%
Sole
23.60K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares235.30K
TypeSH
Market value$15.06M
0.78%
Sole
235.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 356.20K | SH | $177.18M 9.23% | 356.20K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.01M | SH | $159.57M 8.32% | 1.01M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 665.80K | SH | $146.07M 7.61% | 665.80K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 248.20K | SH | $131.34M 6.84% | 248.20K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 3.20M | SH | $123.92M 6.46% | 3.20M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.75M | SH | $119.27M 6.22% | 1.75M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 486.30K | SH | $110.14M 5.74% | 486.30K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 258.89K | SH | $105.34M 5.49% | 258.89K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 1.10M | SH | $87.43M 4.56% | 1.10M | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 554.43K | SH | $80.02M 4.17% | 554.43K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 509.48K | SH | $76.71M 4.00% | 509.48K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 269.66K | SH | $74.53M 3.88% | 269.66K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 90.67K | SH | $66.92M 3.49% | 90.67K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 260.93K | SH | $63.95M 3.33% | 260.93K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 204.20K | SH | $63.21M 3.29% | 204.20K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 186.84K | SH | $62.96M 3.28% | 186.84K | 0.00 | 0.00 |
SEA LTD SPONSORD ADSSOLE | SPONSORED ADS | 330.25K | SH | $52.82M 2.75% | 330.25K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 259.25K | SH | $50.25M 2.62% | 259.25K | 0.00 | 0.00 |
DATADOG INC CL ASOLE | COM | 339.95K | SH | $45.67M 2.38% | 339.95K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 369.50K | SH | $35.12M 1.83% | 369.50K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 229.48K | SH | $33.26M 1.73% | 229.48K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.46M | SH | $20.04M 1.04% | 1.46M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 23.60K | SH | $18.11M 0.94% | 23.60K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 235.30K | SH | $15.06M 0.78% | 235.30K | 0.00 | 0.00 |