Avala Global LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.9T
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 356,200 | $177.2B | 9.23% | |
| 2 | NVDANVIDIA CORPORATION | 1,010,010 | $159.6B | 8.32% | |
| 3 | AMZNAMAZON COM INC | 665,800 | $146.1B | 7.61% | |
| 4 | GEVGE VERNOVA INC | 248,201 | $131.3B | 6.84% | |
| 5 | ASAMER SPORTS INC | 3,197,049 | $123.9B | 6.46% | |
| 6 | TPDSOMNIGROUP INTERNATIONAL INC | 1,752,693 | $119.3B | 6.22% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 486,299 | $110.1B | 5.74% | |
| 8 | CYBRCYBERARK SOFTWARE LTD | 258,887 | $105.3B | 5.49% | |
| 9 | UALUNITED AIRLS HLDGS INC | 1,097,900 | $87.4B | 4.56% | |
| 10 | STXSEAGATE TECHNOLOGY HLDNGS PL | 554,430 | $80.0B | 4.17% | |
| 11 | RDDTREDDIT INC | 509,483 | $76.7B | 4.00% | |
| 12 | CRSCARPENTER TECHNOLOGY CORP | 269,664 | $74.5B | 3.88% | |
| 13 | METAMETA PLATFORMS INC | 90,666 | $66.9B | 3.49% | |
| 14 | WWDWOODWARD INC | 260,934 | $64.0B | 3.33% | |
| 15 | ADSKAUTODESK INC | 204,200 | $63.2B | 3.29% | |
| 16 | CVNACARVANA CO | 186,836 | $63.0B | 3.28% | |
| 17 | SESEA LTD SPONSORD ADS | 330,251 | $52.8B | 2.75% | |
| 18 | VSTVISTRA CORP | 259,249 | $50.2B | 2.62% | |
| 19 | DDOGDATADOG INC CL A | 339,951 | $45.7B | 2.38% | |
| 20 | LITELUMENTUM HLDGS INC | 369,500 | $35.1B | 1.83% | |
| 21 | RRXREGAL REXNORD CORPORATION | 229,476 | $33.3B | 1.73% | |
| 22 | NUNU HLDGS LTD | 1,460,300 | $20.0B | 1.04% | |
| 23 | SPOTSPOTIFY TECHNOLOGY S A | 23,600 | $18.1B | 0.94% | |
| 24 | WDCWESTERN DIGITAL CORP | 235,300 | $15.1B | 0.78% |