AVALA GLOBAL LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 4.97M | $71.35M |
 | AS | 4.36M | $143.38M |
 | COMP | 2.11M | $15.41M |
 | SGI | 1.69M | $124.84M |
 | GDS | 1.23M | $49.58M |
 | AMZN | 1.18M | $246.16M |
 | NVDA | 1.13M | $196.29M |
 | UAL | 1.08M | $99.12M |
 | TSM | 416K | $140.71M |
 | BA | 411K | $81.87M |
 | MSFT | 399K | $147.76M |
 | STX | 379K | $148.65M |
 | HUT | 359K | $16.84M |
 | MDB | 269K | $65.86M |
 | AVGO | 237K | $73.40M |
 | CVNA | 224K | $70.45M |
 | LITE | 202K | $141.98M |
 | DASH | 199K | $29.87M |
 | WDC | 189K | $51.15M |
 | GOOGL | 183K | $52.57M |
Nu Holdings Ltd.
NU
Shares Held
4.97M
Value
$71.35M
Amer Sports, Inc.
AS
Shares Held
4.36M
Value
$143.38M
Compass, Inc.
COMP
Shares Held
2.11M
Value
$15.41M
Somnigroup International Inc
SGI
Shares Held
1.69M
Value
$124.84M
GDS Holdings Limited
GDS
Shares Held
1.23M
Value
$49.58M
Amazon.com, Inc.
AMZN
Shares Held
1.18M
Value
$246.16M
NVIDIA Corporation
NVDA
Shares Held
1.13M
Value
$196.29M
United Airlines Holdings, Inc.
UAL
Shares Held
1.08M
Value
$99.12M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
416K
Value
$140.71M
The Boeing Company
BA
Shares Held
411K
Value
$81.87M
Microsoft Corporation
MSFT
Shares Held
399K
Value
$147.76M
Seagate Technology Holdings plc
STX
Shares Held
379K
Value
$148.65M
Hut 8 Corp.
HUT
Shares Held
359K
Value
$16.84M
MongoDB, Inc.
MDB
Shares Held
269K
Value
$65.86M
Broadcom Inc.
AVGO
Shares Held
237K
Value
$73.40M
Carvana Co.
CVNA
Shares Held
224K
Value
$70.45M
Lumentum Holdings Inc.
LITE
Shares Held
202K
Value
$141.98M
DoorDash, Inc.
DASH
Shares Held
199K
Value
$29.87M
Western Digital Corporation
WDC
Shares Held
189K
Value
$51.15M
Alphabet Inc.
GOOGL
Shares Held
183K
Value
$52.57M