Avala Global LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.4T
Holdings
29
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,010,010 | $188.4B | 7.79% | |
| 2 | MSFTMICROSOFT CORP | 345,100 | $178.7B | 7.39% | |
| 3 | GEVGE VERNOVA INC | 239,901 | $147.5B | 6.10% | |
| 4 | STXSEAGATE TECHNOLOGY HLDNGS PL | 533,430 | $125.9B | 5.20% | |
| 5 | CYBRCYBERARK SOFTWARE LTD | 258,887 | $125.1B | 5.17% | |
| 6 | TPDSOMNIGROUP INTERNATIONAL INC | 1,449,193 | $122.2B | 5.05% | |
| 7 | ASAMER SPORTS INC | 3,339,949 | $116.1B | 4.80% | |
| 8 | AMZNAMAZON COM INC | 526,100 | $115.5B | 4.77% | |
| 9 | RDDTREDDIT INC | 488,683 | $112.4B | 4.64% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 395,399 | $110.4B | 4.56% | |
| 11 | ADSKAUTODESK INC | 293,700 | $93.3B | 3.86% | |
| 12 | MDBMONGODB INC | 274,800 | $85.3B | 3.52% | |
| 13 | METAMETA PLATFORMS INC | 111,300 | $81.7B | 3.38% | |
| 14 | SESEA LTD | 451,751 | $80.7B | 3.34% | |
| 15 | NUNU HLDGS LTD | 4,810,600 | $77.0B | 3.18% | |
| 16 | UALUNITED AIRLS HLDGS INC | 770,049 | $74.3B | 3.07% | |
| 17 | CVNACARVANA CO | 191,736 | $72.3B | 2.99% | |
| 18 | AVGOBROADCOM INC | 213,800 | $70.5B | 2.91% | |
| 19 | CRSCARPENTER TECHNOLOGY CORP | 269,664 | $66.2B | 2.74% | |
| 20 | LITELUMENTUM HLDGS INC | 386,837 | $62.9B | 2.60% | |
| 21 | APPAPPLOVIN CORP | 79,800 | $57.3B | 2.37% | |
| 22 | VSTVISTRA CORP | 259,249 | $50.8B | 2.10% | |
| 23 | WWDWOODWARD INC | 149,134 | $37.7B | 1.56% | |
| 24 | NCLHNORWEGIAN CRUISE LINE HLDG L | 1,449,400 | $35.7B | 1.48% | |
| 25 | SNOWSNOWFLAKE INC | 146,800 | $33.1B | 1.37% | |
| 26 | WIXWIX COM LTD | 166,300 | $29.5B | 1.22% | |
| 27 | SPOTSPOTIFY TECHNOLOGY S A | 41,300 | $28.8B | 1.19% | |
| 28 | WDCWESTERN DIGITAL CORP | 189,100 | $22.7B | 0.94% | |
| 29 | DKSDICKS SPORTING GOODS INC | 78,200 | $17.4B | 0.72% |