Institutional Fund
Avala Global LP
New York, NYCIK 19488995 filings on record
Portfolio Value
$2.08B
Q1 2026
Holdings
22
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.4%
from $2.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc11.8%
- Nvidia Corporation9.4%
- Seagate Technology Hldngs Pl7.1%
- Microsoft Corp7.1%
- Amer Sports Inc6.9%
- Lumentum Hldgs Inc6.8%
- Other50.8%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 1.18M | $246.16M | 11.8% | +215.0K | Added |
| 2 | Nvidia Corporation | 1.13M | $196.29M | 9.4% | +115.5K | Added |
| 3 | Seagate Technology Hldngs Pl | 379.4K | $148.65M | 7.1% | +76.0K | Added |
| 4 | Microsoft Corp | 399.2K | $147.76M | 7.1% | +54.1K | Added |
| 5 | Amer Sports Inc | 4.36M | $143.38M | 6.9% | −281.6K | Reduced |
| 6 | Lumentum Hldgs Inc | 202.0K | $141.98M | 6.8% | −25.8K | Reduced |
| 7 | Taiwan Semiconductor Mfg Ltd | 416.4K | $140.71M | 6.8% | +21.0K | Added |
| 8 | Somnigroup International Inc | 1.69M | $124.84M | 6.0% | +239.7K | Added |
| 9 | United Airls Hldgs Inc | 1.08M | $99.12M | 4.8% | −1.1K | Reduced |
| 10 | Meta Platforms Inc | 146.0K | $83.55M | 4.0% | +102.4K | Added |
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