Filed: 2/17/2026ACC: 0001948899-26-000002
📋 What this filing means
AVALA GLOBAL LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $2.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$2.09B
Total AUM (reported)
19.80M
Total Shares
Allocation by class
COM$1.10B52.6%
CL A$295.24M14.1%
COM SHS$173.20M8.3%
SPONSORED ADS$120.16M5.7%
SHS$115.48M5.5%
ORD SHS CL A$96.51M4.6%
ORD SHS$83.56M4.0%
Portfolio Concentration
Top 3$584.75M28.0%
4–10$874.50M41.8%
11–25$630.61M30.2%
Top 3 weight
28.0%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 19.80M
Sole
Full voting authority
19.80M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
AMAZON COM INC
SOLEShares966.90K
TypeSH
Market value$223.18M
10.68%
Sole
966.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.01M
TypeSH
Market value$188.37M
9.01%
Sole
1.01M
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares4.64M
TypeSH
Market value$173.20M
8.29%
Sole
4.64M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares345.10K
TypeSH
Market value$166.90M
7.99%
Sole
345.10K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.45M
TypeSH
Market value$129.38M
6.19%
Sole
1.45M
Shared
0.00
None
0.00
MONGODB INC
SOLEShares299.17K
TypeSH
Market value$125.56M
6.01%
Sole
299.17K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares1.08M
TypeSH
Market value$120.51M
5.77%
Sole
1.08M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares395.40K
TypeSH
Market value$120.16M
5.75%
Sole
395.40K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares258.89K
TypeSH
Market value$115.48M
5.53%
Sole
258.89K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares5.77M
TypeSH
Market value$96.51M
4.62%
Sole
5.77M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares214.14K
TypeSH
Market value$90.37M
4.32%
Sole
214.14K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares227.84K
TypeSH
Market value$83.98M
4.02%
Sole
227.84K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares303.43K
TypeSH
Market value$83.56M
4.00%
Sole
303.43K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares270.70K
TypeSH
Market value$80.13M
3.83%
Sole
270.70K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares464.60K
TypeSH
Market value$50.50M
2.42%
Sole
464.60K
Shared
0.00
None
0.00
SEA LTD
SOLEShares348.21K
TypeSH
Market value$44.42M
2.13%
Sole
348.21K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares127.50K
TypeSH
Market value$39.91M
1.91%
Sole
127.50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares108.76K
TypeSH
Market value$37.64M
1.80%
Sole
108.76K
Shared
0.00
None
0.00
BOEING CO
SOLEShares169.90K
TypeSH
Market value$36.89M
1.77%
Sole
169.90K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares189.10K
TypeSH
Market value$32.58M
1.56%
Sole
189.10K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares43.65K
TypeSH
Market value$28.81M
1.38%
Sole
43.65K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares1.13M
TypeSH
Market value$21.82M
1.04%
Sole
1.13M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 966.90K | SH | $223.18M 10.68% | 966.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.01M | SH | $188.37M 9.01% | 1.01M | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 4.64M | SH | $173.20M 8.29% | 4.64M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 345.10K | SH | $166.90M 7.99% | 345.10K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.45M | SH | $129.38M 6.19% | 1.45M | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 299.17K | SH | $125.56M 6.01% | 299.17K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 1.08M | SH | $120.51M 5.77% | 1.08M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 395.40K | SH | $120.16M 5.75% | 395.40K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 258.89K | SH | $115.48M 5.53% | 258.89K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 5.77M | SH | $96.51M 4.62% | 5.77M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 214.14K | SH | $90.37M 4.32% | 214.14K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 227.84K | SH | $83.98M 4.02% | 227.84K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 303.43K | SH | $83.56M 4.00% | 303.43K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 270.70K | SH | $80.13M 3.83% | 270.70K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 464.60K | SH | $50.50M 2.42% | 464.60K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 348.21K | SH | $44.42M 2.13% | 348.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 127.50K | SH | $39.91M 1.91% | 127.50K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 108.76K | SH | $37.64M 1.80% | 108.76K | 0.00 | 0.00 |
BOEING COSOLE | COM | 169.90K | SH | $36.89M 1.77% | 169.90K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 189.10K | SH | $32.58M 1.56% | 189.10K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 43.65K | SH | $28.81M 1.38% | 43.65K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 1.13M | SH | $21.82M 1.04% | 1.13M | 0.00 | 0.00 |