AVALA GLOBAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 5.77M | $96.51M |
 | AS | 4.64M | $173.20M |
 | SGI | 1.45M | $129.38M |
 | RKT | 1.13M | $21.82M |
 | UAL | 1.08M | $120.51M |
 | NVDA | 1.01M | $188.37M |
 | AMZN | 967K | $223.18M |
 | SATS | 465K | $50.50M |
 | TSM | 395K | $120.16M |
 | SE | 348K | $44.42M |
 | MSFT | 345K | $166.90M |
 | STX | 303K | $83.56M |
 | MDB | 299K | $125.56M |
 | ADSK | 271K | $80.13M |
 | CYBR | 259K | $115.48M |
 | LITE | 228K | $83.98M |
 | CVNA | 214K | $90.37M |
 | WDC | 189K | $32.58M |
 | BA | 170K | $36.89M |
 | GOOGL | 128K | $39.91M |
Nu Holdings Ltd.
NU
Shares Held
5.77M
Value
$96.51M
Amer Sports, Inc.
AS
Shares Held
4.64M
Value
$173.20M
Somnigroup International Inc
SGI
Shares Held
1.45M
Value
$129.38M
Rocket Companies, Inc.
RKT
Shares Held
1.13M
Value
$21.82M
United Airlines Holdings, Inc.
UAL
Shares Held
1.08M
Value
$120.51M
NVIDIA Corporation
NVDA
Shares Held
1.01M
Value
$188.37M
Amazon.com, Inc.
AMZN
Shares Held
967K
Value
$223.18M
EchoStar Corporation
SATS
Shares Held
465K
Value
$50.50M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
395K
Value
$120.16M
Sea Limited
SE
Shares Held
348K
Value
$44.42M
Microsoft Corporation
MSFT
Shares Held
345K
Value
$166.90M
Seagate Technology Holdings plc
STX
Shares Held
303K
Value
$83.56M
MongoDB, Inc.
MDB
Shares Held
299K
Value
$125.56M
Autodesk, Inc.
ADSK
Shares Held
271K
Value
$80.13M
CyberArk Software Ltd.
CYBR
Shares Held
259K
Value
$115.48M
Lumentum Holdings Inc.
LITE
Shares Held
228K
Value
$83.98M
Carvana Co.
CVNA
Shares Held
214K
Value
$90.37M
Western Digital Corporation
WDC
Shares Held
189K
Value
$32.58M
The Boeing Company
BA
Shares Held
170K
Value
$36.89M
Alphabet Inc.
GOOGL
Shares Held
128K
Value
$39.91M