Avala Global LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.1B
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 966,905 | $223.2M | 10.68% | |
| 2 | NVDANVIDIA CORPORATION | 1,010,010 | $188.4M | 9.01% | |
| 3 | ASAMER SPORTS INC | 4,637,149 | $173.2M | 8.29% | |
| 4 | MSFTMICROSOFT CORP | 345,100 | $166.9M | 7.99% | |
| 5 | TPDSOMNIGROUP INTERNATIONAL INC | 1,449,193 | $129.4M | 6.19% | |
| 6 | MDBMONGODB INC | 299,166 | $125.6M | 6.01% | |
| 7 | UALUNITED AIRLS HLDGS INC | 1,077,749 | $120.5M | 5.77% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 395,399 | $120.2M | 5.75% | |
| 9 | CYBRCYBERARK SOFTWARE LTD | 258,887 | $115.5M | 5.53% | |
| 10 | NUNU HLDGS LTD | 5,765,200 | $96.5M | 4.62% | |
| 11 | CVNACARVANA CO | 214,136 | $90.4M | 4.32% | |
| 12 | LITELUMENTUM HLDGS INC | 227,837 | $84.0M | 4.02% | |
| 13 | STXSEAGATE TECHNOLOGY HLDNGS PL | 303,430 | $83.6M | 4.00% | |
| 14 | ADSKAUTODESK INC | 270,700 | $80.1M | 3.83% | |
| 15 | SATSECHOSTAR CORP | 464,600 | $50.5M | 2.42% | |
| 16 | SESEA LTD | 348,214 | $44.4M | 2.13% | |
| 17 | GOOGLALPHABET INC | 127,500 | $39.9M | 1.91% | |
| 18 | AVGOBROADCOM INC | 108,760 | $37.6M | 1.80% | |
| 19 | BABOEING CO | 169,900 | $36.9M | 1.77% | |
| 20 | WDCWESTERN DIGITAL CORP | 189,100 | $32.6M | 1.56% | |
| 21 | METAMETA PLATFORMS INC | 43,652 | $28.8M | 1.38% | |
| 22 | RKTROCKET COS INC | 1,127,013 | $21.8M | 1.04% |