Avala Global as of March 31, 2026
Portfolio Holdings for Avala Global
Avala Global holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.8 | $246M | 1.2M | 208.27 | |
| NVIDIA Corporation (NVDA) | 9.4 | $196M | 1.1M | 174.40 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 7.1 | $149M | 379k | 391.76 | |
| Microsoft Corporation (MSFT) | 7.1 | $148M | 399k | 370.17 | |
| Amer Sports Com Shs (AS) | 6.9 | $143M | 4.4M | 32.92 | |
| Lumentum Hldgs (LITE) | 6.8 | $142M | 202k | 702.76 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 6.8 | $141M | 416k | 337.95 | |
| Tempur-Pedic International (SGI) | 6.0 | $125M | 1.7M | 73.92 | |
| Hldgs (UAL) | 4.8 | $99M | 1.1M | 92.07 | |
| Meta Platforms Cl A (META) | 4.0 | $84M | 146k | 572.13 | |
| Boeing Company (BA) | 3.9 | $82M | 411k | 199.03 | |
| Broadcom (AVGO) | 3.5 | $73M | 237k | 309.51 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.4 | $71M | 5.0M | 14.37 | |
| Carvana Cl A (CVNA) | 3.4 | $70M | 224k | 314.38 | |
| Mongodb Cl A (MDB) | 3.2 | $66M | 269k | 244.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $53M | 183k | 287.56 | |
| Western Digital (WDC) | 2.5 | $51M | 189k | 270.49 | |
| GDS HLDGS Sponsored Ads (GDS) | 2.4 | $50M | 1.2M | 40.29 | |
| Natera (NTRA) | 1.5 | $30M | 152k | 199.99 | |
| Doordash Cl A (DASH) | 1.4 | $30M | 199k | 150.15 | |
| Hut 8 Corp (HUT) | 0.8 | $17M | 359k | 46.91 | |
| Compass Cl A (COMP) | 0.7 | $15M | 2.1M | 7.31 |
