AVALA GLOBAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 4.81M | $77.02M |
 | AS | 3.34M | $116.06M |
 | NCLH | 1.45M | $35.70M |
 | NVDA | 1.01M | $188.45M |
 | UAL | 770K | $74.31M |
 | STX | 533K | $125.92M |
 | AMZN | 526K | $115.52M |
 | RDDT | 489K | $112.39M |
 | SE | 452K | $80.74M |
 | TSM | 395K | $110.43M |
 | LITE | 387K | $62.94M |
 | MSFT | 345K | $178.74M |
 | ADSK | 294K | $93.30M |
 | MDB | 275K | $85.29M |
 | CRS | 270K | $66.21M |
 | VST | 259K | $50.79M |
 | CYBR | 259K | $125.08M |
 | GEV | 240K | $147.52M |
 | AVGO | 214K | $70.53M |
 | CVNA | 192K | $72.33M |
Nu Holdings Ltd.
NU
Shares Held
4.81M
Value
$77.02M
Amer Sports, Inc.
AS
Shares Held
3.34M
Value
$116.06M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
1.45M
Value
$35.70M
NVIDIA Corporation
NVDA
Shares Held
1.01M
Value
$188.45M
United Airlines Holdings, Inc.
UAL
Shares Held
770K
Value
$74.31M
Seagate Technology Holdings plc
STX
Shares Held
533K
Value
$125.92M
Amazon.com, Inc.
AMZN
Shares Held
526K
Value
$115.52M
Reddit, Inc.
RDDT
Shares Held
489K
Value
$112.39M
Sea Limited
SE
Shares Held
452K
Value
$80.74M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
395K
Value
$110.43M
Lumentum Holdings Inc.
LITE
Shares Held
387K
Value
$62.94M
Microsoft Corporation
MSFT
Shares Held
345K
Value
$178.74M
Autodesk, Inc.
ADSK
Shares Held
294K
Value
$93.30M
MongoDB, Inc.
MDB
Shares Held
275K
Value
$85.29M
Carpenter Technology Corporation
CRS
Shares Held
270K
Value
$66.21M
Vistra Corp.
VST
Shares Held
259K
Value
$50.79M
CyberArk Software Ltd.
CYBR
Shares Held
259K
Value
$125.08M
GE Vernova Inc.
GEV
Shares Held
240K
Value
$147.52M
Broadcom Inc.
AVGO
Shares Held
214K
Value
$70.53M
Carvana Co.
CVNA
Shares Held
192K
Value
$72.33M