Avala Global LP
Top Portfolio Positions
22 positions ·
$2,081,199,267 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,181,905 | $246,155,354 | 11.83% | |
| NVDA |
Nvidia Corp
Technology
|
1,125,510 | $196,288,944 | 9.43% | |
| STX |
Seagate Technology Holdings plc
Technology
|
379,430 | $148,645,496 | 7.14% | |
| MSFT |
Microsoft Corp
Technology
|
399,180 | $147,764,460 | 7.10% | |
| AS |
Amer Sports, Inc.
Consumer Cyclical
|
4,355,512 | $143,383,455 | 6.89% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
202,037 | $141,983,522 | 6.82% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
416,360 | $140,708,862 | 6.76% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
1,688,893 | $124,842,970 | 6.00% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
1,076,600 | $99,122,562 | 4.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
146,040 | $83,553,865 | 4.01% |
Portfolio Trend
Holdings in COMP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,409,458 | 2,107,997 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||