Avala Global as of Dec. 31, 2025
Portfolio Holdings for Avala Global
Avala Global holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.7 | $223M | 967k | 230.82 | |
| NVIDIA Corporation (NVDA) | 9.0 | $188M | 1.0M | 186.50 | |
| Amer Sports Com Shs (AS) | 8.3 | $173M | 4.6M | 37.35 | |
| Microsoft Corporation (MSFT) | 8.0 | $167M | 345k | 483.62 | |
| Tempur-Pedic International (SGI) | 6.2 | $129M | 1.4M | 89.28 | |
| Mongodb Cl A (MDB) | 6.0 | $126M | 299k | 419.69 | |
| Hldgs (UAL) | 5.8 | $121M | 1.1M | 111.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.7 | $120M | 395k | 303.89 | |
| Cyberark Software SHS (CYBR) | 5.5 | $116M | 259k | 446.06 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.6 | $97M | 5.8M | 16.74 | |
| Carvana Cl A (CVNA) | 4.3 | $90M | 214k | 422.02 | |
| Lumentum Hldgs (LITE) | 4.0 | $84M | 228k | 368.59 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 4.0 | $84M | 303k | 275.39 | |
| Autodesk (ADSK) | 3.8 | $80M | 271k | 296.01 | |
| Echostar Corp Cl A (SATS) | 2.4 | $51M | 465k | 108.70 | |
| Sea Sponsord Ads (SE) | 2.1 | $44M | 348k | 127.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $40M | 128k | 313.00 | |
| Broadcom (AVGO) | 1.8 | $38M | 109k | 346.10 | |
| Boeing Company (BA) | 1.8 | $37M | 170k | 217.12 | |
| Western Digital (WDC) | 1.6 | $33M | 189k | 172.27 | |
| Meta Platforms Cl A (META) | 1.4 | $29M | 44k | 660.09 | |
| Rocket Cos Com Cl A (RKT) | 1.0 | $22M | 1.1M | 19.36 |
