Filed: 11/14/2025ACC: 0001948899-25-000008
📋 What this filing means
AVALA GLOBAL LP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $2.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$2.42B
Total AUM (reported)
18.92M
Total Shares
Allocation by class
COM$1.25B51.6%
CL A$351.75M14.5%
SHS$219.15M9.1%
SPONSORED ADS$191.17M7.9%
COM SHS$149.17M6.2%
ORD SHS$125.92M5.2%
ORD SHS CL A$77.02M3.2%
Portfolio Concentration
Top 3$514.71M21.3%
4–10$827.62M34.2%
11–25$979.05M40.5%
Rest$98.45M4.1%
Top 3 weight
21.3%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 18.92M
Sole
Full voting authority
18.92M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
NVIDIA CORPORATION
SOLEShares1.01M
TypeSH
Market value$188.45M
7.79%
Sole
1.01M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares345.10K
TypeSH
Market value$178.74M
7.39%
Sole
345.10K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares239.90K
TypeSH
Market value$147.52M
6.10%
Sole
239.90K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares533.43K
TypeSH
Market value$125.92M
5.20%
Sole
533.43K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares258.89K
TypeSH
Market value$125.08M
5.17%
Sole
258.89K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.45M
TypeSH
Market value$122.21M
5.05%
Sole
1.45M
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares3.34M
TypeSH
Market value$116.06M
4.80%
Sole
3.34M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares526.10K
TypeSH
Market value$115.52M
4.77%
Sole
526.10K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares488.68K
TypeSH
Market value$112.39M
4.64%
Sole
488.68K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares395.40K
TypeSH
Market value$110.43M
4.56%
Sole
395.40K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares293.70K
TypeSH
Market value$93.30M
3.86%
Sole
293.70K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares274.80K
TypeSH
Market value$85.29M
3.52%
Sole
274.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares111.30K
TypeSH
Market value$81.74M
3.38%
Sole
111.30K
Shared
0.00
None
0.00
SEA LTD
SOLEShares451.75K
TypeSH
Market value$80.74M
3.34%
Sole
451.75K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.81M
TypeSH
Market value$77.02M
3.18%
Sole
4.81M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares770.05K
TypeSH
Market value$74.31M
3.07%
Sole
770.05K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares191.74K
TypeSH
Market value$72.33M
2.99%
Sole
191.74K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares213.80K
TypeSH
Market value$70.53M
2.91%
Sole
213.80K
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares269.66K
TypeSH
Market value$66.21M
2.74%
Sole
269.66K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares386.84K
TypeSH
Market value$62.94M
2.60%
Sole
386.84K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares79.80K
TypeSH
Market value$57.34M
2.37%
Sole
79.80K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares259.25K
TypeSH
Market value$50.79M
2.10%
Sole
259.25K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares149.13K
TypeSH
Market value$37.69M
1.56%
Sole
149.13K
Shared
0.00
None
0.00
NORWEGIAN CRUISE LINE HLDG L
SOLEShares1.45M
TypeSH
Market value$35.70M
1.48%
Sole
1.45M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares146.80K
TypeSH
Market value$33.11M
1.37%
Sole
146.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.01M | SH | $188.45M 7.79% | 1.01M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 345.10K | SH | $178.74M 7.39% | 345.10K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 239.90K | SH | $147.52M 6.10% | 239.90K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 533.43K | SH | $125.92M 5.20% | 533.43K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 258.89K | SH | $125.08M 5.17% | 258.89K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.45M | SH | $122.21M 5.05% | 1.45M | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 3.34M | SH | $116.06M 4.80% | 3.34M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 526.10K | SH | $115.52M 4.77% | 526.10K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 488.68K | SH | $112.39M 4.64% | 488.68K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 395.40K | SH | $110.43M 4.56% | 395.40K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 293.70K | SH | $93.30M 3.86% | 293.70K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 274.80K | SH | $85.29M 3.52% | 274.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 111.30K | SH | $81.74M 3.38% | 111.30K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORED ADS | 451.75K | SH | $80.74M 3.34% | 451.75K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.81M | SH | $77.02M 3.18% | 4.81M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 770.05K | SH | $74.31M 3.07% | 770.05K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 191.74K | SH | $72.33M 2.99% | 191.74K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 213.80K | SH | $70.53M 2.91% | 213.80K | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 269.66K | SH | $66.21M 2.74% | 269.66K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 386.84K | SH | $62.94M 2.60% | 386.84K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 79.80K | SH | $57.34M 2.37% | 79.80K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 259.25K | SH | $50.79M 2.10% | 259.25K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 149.13K | SH | $37.69M 1.56% | 149.13K | 0.00 | 0.00 |
NORWEGIAN CRUISE LINE HLDG LSOLE | SHS | 1.45M | SH | $35.70M 1.48% | 1.45M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 146.80K | SH | $33.11M 1.37% | 146.80K | 0.00 | 0.00 |
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