Avala Global as of June 30, 2025
Portfolio Holdings for Avala Global
Avala Global holds 24 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.2 | $177M | 356k | 497.41 | |
| NVIDIA Corporation (NVDA) | 8.3 | $160M | 1.0M | 157.99 | |
| Amazon (AMZN) | 7.6 | $146M | 666k | 219.39 | |
| Ge Vernova (GEV) | 6.8 | $131M | 248k | 529.15 | |
| Amer Sports Com Shs (AS) | 6.5 | $124M | 3.2M | 38.76 | |
| Tempur-Pedic International (SGI) | 6.2 | $119M | 1.8M | 68.05 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.7 | $110M | 486k | 226.49 | |
| Cyberark Software SHS (CYBR) | 5.5 | $105M | 259k | 406.88 | |
| Hldgs (UAL) | 4.6 | $87M | 1.1M | 79.63 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 4.2 | $80M | 554k | 144.33 | |
| Reddit Cl A (RDDT) | 4.0 | $77M | 510k | 150.57 | |
| Carpenter Technology Corporation (CRS) | 3.9 | $75M | 270k | 276.38 | |
| Meta Platforms Cl A (META) | 3.5 | $67M | 91k | 738.09 | |
| Woodward Governor Company (WWD) | 3.3 | $64M | 261k | 245.09 | |
| Autodesk (ADSK) | 3.3 | $63M | 204k | 309.57 | |
| Carvana Cl A (CVNA) | 3.3 | $63M | 187k | 336.96 | |
| Sea Ltd Sponsord Ads Sponsored Ads (SE) | 2.8 | $53M | 330k | 159.94 | |
| Vistra Energy (VST) | 2.6 | $50M | 259k | 193.81 | |
| Datadog Inc Cl A (DDOG) | 2.4 | $46M | 340k | 134.33 | |
| Lumentum Hldgs (LITE) | 1.8 | $35M | 370k | 95.06 | |
| Regal-beloit Corporation (RRX) | 1.7 | $33M | 230k | 144.96 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.0 | $20M | 1.5M | 13.72 | |
| Spotify Technology S A SHS (SPOT) | 0.9 | $18M | 24k | 767.34 | |
| Western Digital (WDC) | 0.8 | $15M | 235k | 63.99 |
