Avala Global LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Avala Global LP held in its portfolio 22 assets valued at $2,089,854,654 (i.e. $2.09B).

The most valuable assets in the portfolio included: AMAZON COM INC ($223.18M), NVIDIA CORPORATION ($188.37M), and AMER SPORTS INC ($173.20M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Avala Global LP Portfolio

AMAZON COM INC

NVIDIA CORPORATION

AMER SPORTS INC

MICROSOFT CORP

SOMNIGROUP INTERNATIONAL INC

MONGODB INC

UNITED AIRLS HLDGS INC

TAIWAN SEMICONDUCTOR MFG LTD

CYBERARK SOFTWARE LTD

NU HLDGS LTD

Avala Global LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AMAZON COM INC	966905	223181012	COM
NVIDIA CORPORATION	1010010	188366865	COM
AMER SPORTS INC	4637149	173197515	COM SHS
MICROSOFT CORP	345100	166897262	COM
SOMNIGROUP INTERNATIONAL INC	1449193	129383951	COM
MONGODB INC	299166	125556979	CL A
UNITED AIRLS HLDGS INC	1077749	120513893	COM
TAIWAN SEMICONDUCTOR MFG LTD	395399	120157802	SPONSORED ADS
CYBERARK SOFTWARE LTD	258887	115479135	SHS
NU HLDGS LTD	5765200	96509448	ORD SHS CL A
CARVANA CO	214136	90369675	CL A
LUMENTUM HLDGS INC	227837	83978440	COM
SEAGATE TECHNOLOGY HLDNGS PL	303430	83561588	ORD SHS
AUTODESK INC	270700	80129907	COM
ECHOSTAR CORP	464600	50502020	CL A
SEA LTD	348214	44421660	SPONSORD ADS
ALPHABET INC	127500	39907500	CAP STK CL A
BROADCOM INC	108760	37641836	COM
BOEING CO	169900	36888688	COM
WESTERN DIGITAL CORP	189100	32576257	COM
META PLATFORMS INC	43652	28814249	CL A
ROCKET COS INC	1127013	21818972	COM CL A