Avala Global Lp Top Holdings and 13F Report (2026) About Avala Global LpInvestment ActivityAvala Global Lp has $2.08 billion in total holdings as of March 31, 2026.Avala Global Lp owns shares of 22 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 21.48% of the portfolio was purchased this quarter.About 17.24% of the portfolio was sold this quarter.This quarter, Avala Global Lp has purchased 22 new stocks and bought additional shares in 11 stocks.Avala Global Lp sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $246,155,354NVIDIA $196,288,944Seagate Technology $148,645,497Microsoft $147,764,461AMER SPORTS INC $143,383,455 Largest New Holdings this Quarter 36165L108 - GDS $49,580,068 Holding632307104 - Natera $30,418,479 Holding25809K105 - DOORDASH INC $29,867,838 Holding44812J104 - HUT 8 CORP $16,835,999 Holding20464U100 - Compass $15,409,458 Holding Largest Purchases this Quarter Meta Platforms 102,388 shares (about $58.58M)GDS 1,230,580 shares (about $49.58M)Boeing 241,443 shares (about $48.05M)Amazon.com 215,000 shares (about $44.78M)Broadcom 128,380 shares (about $39.73M) Largest Sales this Quarter Lumentum 25,800 shares (about $18.13M)NU 800,100 shares (about $11.50M)AMER SPORTS INC 281,637 shares (about $9.27M)MongoDB 30,094 shares (about $7.37M)United Airlines 1,149 shares (about $105.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvala Global Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$246,155,354$44,778,050 â–²22.2%1,181,90511.8%Retail/WholesaleNVDANVIDIA$196,288,944$20,143,200 â–²11.4%1,125,5109.4%Computer and TechnologySTXSeagate Technology$148,645,497$29,773,760 â–²25.0%379,4307.1%Computer and TechnologyMSFTMicrosoft$147,764,461$20,018,794 â–²15.7%399,1807.1%Computer and TechnologyAMER SPORTS INC$143,383,455$9,271,490 â–¼-6.1%4,355,5126.9%COM SHSLITELumentum$141,983,522$18,131,208 â–¼-11.3%202,0376.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$140,708,862$7,083,770 â–²5.3%416,3606.8%Computer and TechnologySOMNIGROUP INTERNATIONAL INC$124,842,971$17,718,624 â–²16.5%1,688,8936.0%COMUALUnited Airlines$99,122,562$105,788 â–¼-0.1%1,076,6004.8%TransportationMETAMeta Platforms$83,553,865$58,579,246 â–²234.6%146,0404.0%Computer and TechnologyBABoeing$81,869,597$48,054,400 â–²142.1%411,3433.9%AerospaceAVGOBroadcom$73,397,201$39,734,894 â–²118.0%237,1403.5%Computer and TechnologyNUNU$71,348,487$11,497,437 â–¼-13.9%4,965,1003.4%FinanceCVNACarvana$70,446,270$3,126,195 â–²4.6%224,0803.4%Retail/WholesaleMDBMongoDB$65,860,753$7,366,108 â–¼-10.1%269,0723.2%Computer and TechnologyGOOGLAlphabet$52,565,968$15,902,068 â–²43.4%182,8002.5%Computer and TechnologyWDCWestern Digital$51,149,6590.0%189,1002.5%Computer and TechnologyGDSGDS$49,580,068$49,580,068 â–²New Holding1,230,5802.4%Business ServicesNTRANatera$30,418,479$30,418,479 â–²New Holding152,1001.5%MedicalDOORDASH INC$29,867,838$29,867,838 â–²New Holding198,9201.4%CL AHUT 8 CORP$16,835,999$16,835,999 â–²New Holding358,9000.8%COMCOMPCompass$15,409,458$15,409,458 â–²New Holding2,107,9970.7%Computer and TechnologyCYBRCyberArk Software$0$115,479,135 â–¼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$80,129,907 â–¼-100.0%00.0%Computer and TechnologySATSEchoStar$0$50,502,020 â–¼-100.0%00.0%Computer and TechnologySESEA$0$44,421,660 â–¼-100.0%00.0%Computer and TechnologyRKTRocket Companies$0$21,818,972 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
