EdgeMarket › What Avala Global Lp reported owning
What Avala Global Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
22Quarter
2026-03-31Shown below
22largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 246.2M | 11.8% | 1.2M | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 196.3M | 9.4% | 1.1M | 214.72 | +22.4% |
| STX Seagate Technology Holdings plc | 148.6M | 7.1% | 379.4K | 850.00 | +436.6% |
| MSFT MICROSOFT CORP | 147.8M | 7.1% | 399.2K | 483.24 | -4.4% |
| AS Amer Sports, Inc. | 143.4M | 6.9% | 4.4M | 32.63 | -12.2% |
| LITE Lumentum Holdings Inc. | 142.0M | 6.8% | 202.0K | 866.71 | +647.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 140.7M | 6.8% | 416.4K | 418.95 | +83.3% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 124.8M | 6.0% | 1.7M | 64.71 | -20.1% |
| UAL United Airlines Holdings, Inc. | 99.1M | 4.8% | 1.1M | 113.17 | +13.4% |
| META Meta Platforms, Inc. | 83.6M | 4.0% | 146.0K | 549.90 | -26.5% |
| BA BOEING CO | 81.9M | 3.9% | 411.3K | 214.20 | -5.1% |
| AVGO Broadcom Inc. | 73.4M | 3.5% | 237.1K | 368.45 | +26.5% |
| NU Nu Holdings Ltd. | 71.3M | 3.4% | 5.0M | 14.58 | +7.0% |
| CVNA CARVANA CO. | 70.4M | 3.4% | 224.1K | 69.91 | +3.2% |
| MDB MongoDB, Inc. | 65.9M | 3.2% | 269.1K | 430.83 | +102.6% |
| GOOGL Alphabet Inc. | 52.6M | 2.5% | 182.8K | 344.82 | +73.0% |
| WDC WESTERN DIGITAL CORP | 51.1M | 2.5% | 189.1K | 459.44 | +507.4% |
| GDS GDS Holdings Ltd | 49.6M | 2.4% | 1.2M | 32.85 | -3.1% |
| NTRA Natera, Inc. | 30.4M | 1.5% | 152.1K | 332.03 | +106.7% |
| DASH DoorDash, Inc. | 29.9M | 1.4% | 198.9K | 223.49 | -8.3% |
| HUT Hut 8 Corp. | 16.8M | 0.8% | 358.9K | 80.86 | +262.4% |
| COMP Compass, Inc. | 15.4M | 0.7% | 2.1M | 11.75 | +41.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →