Filed: 5/15/2026ACC: 0001948899-26-000005
📋 What this filing means
AVALA GLOBAL LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $2.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$2.08B
Total AUM (reported)
21.50M
Total Shares
Allocation by class
COM$1.21B58.1%
CL A$265.14M12.7%
SPONSORED ADS$190.29M9.1%
ORD SHS$148.65M7.1%
COM SHS$143.38M6.9%
ORD SHS CL A$71.35M3.4%
CAP STK CL A$52.57M2.5%
Portfolio Concentration
Top 3$591.09M28.4%
4–10$881.36M42.3%
11–25$608.75M29.2%
Top 3 weight
28.4%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 21.50M
Sole
Full voting authority
21.50M
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
SOLEShares1.18M
TypeSH
Market value$246.16M
11.83%
Sole
1.18M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.13M
TypeSH
Market value$196.29M
9.43%
Sole
1.13M
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares379.43K
TypeSH
Market value$148.65M
7.14%
Sole
379.43K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares399.18K
TypeSH
Market value$147.76M
7.10%
Sole
399.18K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares4.36M
TypeSH
Market value$143.38M
6.89%
Sole
4.36M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares202.04K
TypeSH
Market value$141.98M
6.82%
Sole
202.04K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares416.36K
TypeSH
Market value$140.71M
6.76%
Sole
416.36K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.69M
TypeSH
Market value$124.84M
6.00%
Sole
1.69M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares1.08M
TypeSH
Market value$99.12M
4.76%
Sole
1.08M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares146.04K
TypeSH
Market value$83.55M
4.01%
Sole
146.04K
Shared
0.00
None
0.00
BOEING CO
SOLEShares411.34K
TypeSH
Market value$81.87M
3.93%
Sole
411.34K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares237.14K
TypeSH
Market value$73.40M
3.53%
Sole
237.14K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.97M
TypeSH
Market value$71.35M
3.43%
Sole
4.97M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares224.08K
TypeSH
Market value$70.45M
3.38%
Sole
224.08K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares269.07K
TypeSH
Market value$65.86M
3.16%
Sole
269.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares182.80K
TypeSH
Market value$52.57M
2.53%
Sole
182.80K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares189.10K
TypeSH
Market value$51.15M
2.46%
Sole
189.10K
Shared
0.00
None
0.00
GDS HLDGS LTD
SOLEShares1.23M
TypeSH
Market value$49.58M
2.38%
Sole
1.23M
Shared
0.00
None
0.00
NATERA INC
SOLEShares152.10K
TypeSH
Market value$30.42M
1.46%
Sole
152.10K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares198.92K
TypeSH
Market value$29.87M
1.44%
Sole
198.92K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares358.90K
TypeSH
Market value$16.84M
0.81%
Sole
358.90K
Shared
0.00
None
0.00
COMPASS INC
SOLEShares2.11M
TypeSH
Market value$15.41M
0.74%
Sole
2.11M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.18M | SH | $246.16M 11.83% | 1.18M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.13M | SH | $196.29M 9.43% | 1.13M | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 379.43K | SH | $148.65M 7.14% | 379.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 399.18K | SH | $147.76M 7.10% | 399.18K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 4.36M | SH | $143.38M 6.89% | 4.36M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 202.04K | SH | $141.98M 6.82% | 202.04K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 416.36K | SH | $140.71M 6.76% | 416.36K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.69M | SH | $124.84M 6.00% | 1.69M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 1.08M | SH | $99.12M 4.76% | 1.08M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 146.04K | SH | $83.55M 4.01% | 146.04K | 0.00 | 0.00 |
BOEING COSOLE | COM | 411.34K | SH | $81.87M 3.93% | 411.34K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 237.14K | SH | $73.40M 3.53% | 237.14K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.97M | SH | $71.35M 3.43% | 4.97M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 224.08K | SH | $70.45M 3.38% | 224.08K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 269.07K | SH | $65.86M 3.16% | 269.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 182.80K | SH | $52.57M 2.53% | 182.80K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 189.10K | SH | $51.15M 2.46% | 189.10K | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 1.23M | SH | $49.58M 2.38% | 1.23M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 152.10K | SH | $30.42M 1.46% | 152.10K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 198.92K | SH | $29.87M 1.44% | 198.92K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 358.90K | SH | $16.84M 0.81% | 358.90K | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 2.11M | SH | $15.41M 0.74% | 2.11M | 0.00 | 0.00 |