Avala Global Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.08B
Q ending 2026-03-31
Prior quarter
$2.09B
Q ending 2025-12-31
Change
-0.4% QoQ · +42.1% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $246.2M | 1.2M |
| Nvidia Corporation | NVDA | Shares | $196.3M | 1.1M |
| Seagate Technology Hldngs Pl | Shares | $148.6M | 379K | |
| Microsoft Corp | MSFT | Shares | $147.8M | 399K |
| Amer Sports Inc | Shares | $143.4M | 4.4M | |
| Lumentum Hldgs Inc | LITE | Shares | $142.0M | 202K |
| Taiwan Semiconductor Manufac | TSM | Shares | $140.7M | 416K |
| Somnigroup International Inc | SGI | Shares | $124.8M | 1.7M |
| United Airls Hldgs Inc | UAL | Shares | $99.1M | 1.1M |
| Meta Platforms Inc | META | Shares | $83.6M | 146K |
| Boeing Co | BA | Shares | $81.9M | 411K |
| Broadcom Inc | AVGO | Shares | $73.4M | 237K |
| Nu Hldgs Ltd | Shares | $71.3M | 5.0M | |
| Carvana Co | CVNA | Shares | $70.4M | 224K |
| Mongodb Inc | MDB | Shares | $65.9M | 269K |
| Alphabet Inc | GOOGL | Shares | $52.6M | 183K |
| Western Digital Corp | WDC | Shares | $51.1M | 189K |
| Gds Hldgs Ltd | GDS | Shares | $49.6M | 1.2M |
| Natera Inc | NTRA | Shares | $30.4M | 152K |
| Doordash Inc | DASH | Shares | $29.9M | 199K |
| Hut 8 Corp | HUT | Shares | $16.8M | 359K |
| Compass Inc | COMP | Shares | $15.4M | 2.1M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.