Avala Global as of March 31, 2025
Portfolio Holdings for Avala Global
Avala Global holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.0 | $161M | 847k | 190.26 | |
| NVIDIA Corporation (NVDA) | 7.5 | $110M | 1.0M | 108.38 | |
| Cyberark Software SHS (CYBR) | 7.1 | $104M | 308k | 338.00 | |
| Amer Sports Com Shs (AS) | 6.4 | $93M | 3.5M | 26.73 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.0 | $89M | 533k | 166.00 | |
| Tempur-Pedic International (SGI) | 5.9 | $87M | 1.5M | 59.88 | |
| Hldgs (UAL) | 5.8 | $84M | 1.2M | 69.05 | |
| Microsoft Corporation (MSFT) | 5.7 | $84M | 224k | 375.39 | |
| Ge Vernova (GEV) | 5.2 | $76M | 248k | 305.28 | |
| Meta Platforms Cl A (META) | 4.9 | $72M | 126k | 576.36 | |
| Carvana Cl A (CVNA) | 4.5 | $66M | 314k | 209.08 | |
| Reddit Cl A (RDDT) | 3.6 | $53M | 510k | 104.90 | |
| Carpenter Technology Corporation (CRS) | 3.3 | $49M | 270k | 181.18 | |
| Woodward Governor Company (WWD) | 3.3 | $48M | 262k | 182.49 | |
| Autodesk (ADSK) | 2.9 | $43M | 165k | 261.80 | |
| Western Digital (WDC) | 2.9 | $42M | 1.0M | 40.43 | |
| Lumentum Hldgs (LITE) | 2.3 | $34M | 541k | 62.34 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.2 | $32M | 3.2M | 10.24 | |
| Spotify Technology S A SHS (SPOT) | 2.1 | $31M | 56k | 550.03 | |
| salesforce (CRM) | 1.9 | $28M | 105k | 268.36 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.8 | $27M | 313k | 84.95 | |
| Vistra Energy (VST) | 1.8 | $26M | 225k | 117.44 | |
| Mongodb Cl A (MDB) | 1.7 | $26M | 146k | 175.40 |
