Avala Global as of Sept. 30, 2025
Portfolio Holdings for Avala Global
Avala Global holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $188M | 1.0M | 186.58 | |
| Microsoft Corporation (MSFT) | 7.4 | $179M | 345k | 517.95 | |
| Ge Vernova (GEV) | 6.1 | $148M | 240k | 614.90 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 5.2 | $126M | 533k | 236.06 | |
| Cyberark Software SHS (CYBR) | 5.2 | $125M | 259k | 483.15 | |
| Tempur-Pedic International (SGI) | 5.1 | $122M | 1.4M | 84.33 | |
| Amer Sports Com Shs (AS) | 4.8 | $116M | 3.3M | 34.75 | |
| Amazon (AMZN) | 4.8 | $116M | 526k | 219.57 | |
| Reddit Cl A (RDDT) | 4.6 | $112M | 489k | 229.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.6 | $110M | 395k | 279.29 | |
| Autodesk (ADSK) | 3.9 | $93M | 294k | 317.67 | |
| Mongodb Cl A (MDB) | 3.5 | $85M | 275k | 310.38 | |
| Meta Platforms Cl A (META) | 3.4 | $82M | 111k | 734.38 | |
| Sea Sponsored Ads (SE) | 3.3 | $81M | 452k | 178.73 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.2 | $77M | 4.8M | 16.01 | |
| Hldgs (UAL) | 3.1 | $74M | 770k | 96.50 | |
| Carvana Cl A (CVNA) | 3.0 | $72M | 192k | 377.24 | |
| Broadcom (AVGO) | 2.9 | $71M | 214k | 329.91 | |
| Carpenter Technology Corporation (CRS) | 2.7 | $66M | 270k | 245.54 | |
| Lumentum Hldgs (LITE) | 2.6 | $63M | 387k | 162.71 | |
| Applovin Corp Com Cl A (APP) | 2.4 | $57M | 80k | 718.54 | |
| Vistra Energy (VST) | 2.1 | $51M | 259k | 195.92 | |
| Woodward Governor Company (WWD) | 1.6 | $38M | 149k | 252.71 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 1.5 | $36M | 1.4M | 24.63 | |
| Snowflake Com Shs (SNOW) | 1.4 | $33M | 147k | 225.55 | |
| Wix SHS (WIX) | 1.2 | $30M | 166k | 177.63 | |
| Spotify Technology S A SHS (SPOT) | 1.2 | $29M | 41k | 698.00 | |
| Western Digital (WDC) | 0.9 | $23M | 189k | 120.06 | |
| Dick's Sporting Goods (DKS) | 0.7 | $17M | 78k | 222.22 |
