Avala Global LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.5T
Holdings
23
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 847,303 | $161.2B | 11.01% | |
| 2 | NVDANVIDIA CORPORATION | 1,010,010 | $109.5B | 7.47% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 308,087 | $104.1B | 7.11% | |
| 4 | ASAMER SPORTS INC | 3,481,237 | $93.1B | 6.35% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 533,284 | $88.5B | 6.04% | |
| 6 | TPDSOMNIGROUP INTERNATIONAL INC | 1,452,443 | $87.0B | 5.94% | |
| 7 | UALUNITED AIRLS HLDGS INC | 1,221,776 | $84.4B | 5.76% | |
| 8 | MSFTMICROSOFT CORP | 224,097 | $84.1B | 5.74% | |
| 9 | GEVGE VERNOVA INC | 248,201 | $75.8B | 5.17% | |
| 10 | METAMETA PLATFORMS INC | 125,600 | $72.4B | 4.94% | |
| 11 | CVNACARVANA CO | 313,500 | $65.5B | 4.48% | |
| 12 | RDDTREDDIT INC | 509,483 | $53.4B | 3.65% | |
| 13 | CRSCARPENTER TECHNOLOGY CORP | 269,664 | $48.9B | 3.34% | |
| 14 | WWDWOODWARD INC | 262,298 | $47.9B | 3.27% | |
| 15 | ADSKAUTODESK INC | 164,600 | $43.1B | 2.94% | |
| 16 | WDCWESTERN DIGITAL CORP | 1,041,000 | $42.1B | 2.87% | |
| 17 | LITELUMENTUM HLDGS INC | 540,689 | $33.7B | 2.30% | |
| 18 | NUNU HLDGS LTD | 3,157,100 | $32.3B | 2.21% | |
| 19 | SPOTSPOTIFY TECHNOLOGY S A | 56,000 | $30.8B | 2.10% | |
| 20 | CRMSALESFORCE INC | 105,400 | $28.3B | 1.93% | |
| 21 | STXSEAGATE TECHNOLOGY HLDNGS PL | 313,000 | $26.6B | 1.82% | |
| 22 | VSTVISTRA CORP | 225,200 | $26.4B | 1.81% | |
| 23 | MDBMONGODB INC | 146,043 | $25.6B | 1.75% |