Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avala Global LP (CIK 1948899) reported $2.08B across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($246.2M, 11.83%), NVDA ($196.3M, 9.43%), STX ($148.6M, 7.14%), MSFT ($147.8M, 7.10%), AS ($143.4M, 6.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $246.2M | 11.83% | 1.2M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $196.3M | 9.43% | 1.1M | Added |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $148.6M | 7.14% | 379,430 | Added |
| 4 | MSFT | MICROSOFT CORP | $147.8M | 7.10% | 399,180 | Added |
| 5 | AS | AMER SPORTS INC | $143.4M | 6.89% | 4.4M | Trimmed |
| 6 | LITE | LUMENTUM HLDGS INC | $142.0M | 6.82% | 202,037 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $140.7M | 6.76% | 416,360 | Added |
| 8 | TPX | SOMNIGROUP INTERNATIONAL INC | $124.8M | 6.00% | 1.7M | Added |
| 9 | UAL | UNITED AIRLS HLDGS INC | $99.1M | 4.76% | 1.1M | Trimmed |
| 10 | META | META PLATFORMS INC | $83.6M | 4.01% | 146,040 | Added |
| 11 | BA | BOEING CO | $81.9M | 3.93% | 411,343 | Added |
| 12 | AVGO | BROADCOM INC | $73.4M | 3.53% | 237,140 | Added |
| 13 | NU | NU HLDGS LTD | $71.3M | 3.43% | 5.0M | Trimmed |
| 14 | CVNA | CARVANA CO | $70.4M | 3.38% | 224,080 | Added |
| 15 | MDB | MONGODB INC | $65.9M | 3.16% | 269,072 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $52.6M | 2.53% | 182,800 | Added |
| 17 | WDC | WESTERN DIGITAL CORP | $51.1M | 2.46% | 189,100 | Hold |
| 18 | GDS | GDS HLDGS LTD | $49.6M | 2.38% | 1.2M | New |
| 19 | NTRA | NATERA INC | $30.4M | 1.46% | 152,100 | New |
| 20 | DASH | DOORDASH INC | $29.9M | 1.44% | 198,920 | New |
| 21 | HUT | HUT 8 CORP | $16.8M | 0.81% | 358,900 | New |
| 22 | COMP | COMPASS INC | $15.4M | 0.74% | 2.1M | New |
| 23 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | Exited |
| 24 | SATS | ECHOSTAR CORP | $0 | 0.00% | 0 | Exited |
| 25 | RKT | ROCKET COS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31