Avala Global
$2.1B Assets Reported
27 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 1,181,905 | $246M | 11.8% |
| NVDA | NVIDIA CORPORATION | 1,125,510 | $196M | 9.4% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 379,430 | $149M | 7.1% |
| MSFT | MICROSOFT CORP | 399,180 | $148M | 7.1% |
| AS | AMER SPORTS INC | 4,355,512 | $143M | 6.9% |
| LITE | LUMENTUM HLDGS INC | 202,037 | $142M | 6.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 416,360 | $141M | 6.8% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 1,688,893 | $125M | 6.0% |
| UAL | UNITED AIRLS HLDGS INC | 1,076,600 | $99M | 4.8% |
| META | META PLATFORMS INC | 146,040 | $84M | 4.0% |
Track Avala Global's 13F portfolio: $2.1B in reported holdings, 27 positions. Top holdings, AUM, and quarterly changes on SentiSense.