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
14 quarters · across all stocks
Holdings in NU
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,348,487 | 4,965,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,509,448 | 5,765,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,017,706 | 4,810,600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,035,316 | 1,460,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,328,704 | 3,157,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,382,892 | 4,284,063 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $56,763,252 | 4,158,480 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $83,107,630 | 6,447,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $80,378,267 | 6,737,491 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $48,067,148 | 5,770,366 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||