Q1 2025 · 13F-HR
Avala Global LPholdings as filed
Filed 2025-05-15 · accession 0001948899-25-000003
$1.46B
Reported value
23
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $161.2M | 11.0% | 847,303 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $109.5M | 7.47% | 1,010,010 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $104.1M | 7.11% | 308,087 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $93.1M | 6.35% | 3,481,237 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $88.5M | 6.04% | 533,284 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $87.0M | 5.94% | 1,452,443 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $84.4M | 5.76% | 1,221,776 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $84.1M | 5.74% | 224,097 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $75.8M | 5.17% | 248,201 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $72.4M | 4.94% | 125,600 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $65.5M | 4.48% | 313,500 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $53.4M | 3.65% | 509,483 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $48.9M | 3.34% | 269,664 | Common | SOLE |
| 980745103 | WWD | WOODWARD INC | $47.9M | 3.27% | 262,298 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $43.1M | 2.94% | 164,600 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $42.1M | 2.87% | 1,041,000 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $33.7M | 2.30% | 540,689 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $32.3M | 2.21% | 3,157,100 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $30.8M | 2.10% | 56,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $28.3M | 1.93% | 105,400 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.6M | 1.82% | 313,000 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $26.4M | 1.81% | 225,200 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $25.6M | 1.75% | 146,043 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.