Investor
Avala Global LP
CIK 0001948899 · filed 2026-05-15 · SEC filing
13F book
$2.08B
Positions
22
5 new · 5 sold
Largest name
11.8%
Amazon Com Inc · AMZN
Est. mark
−$97.1M
Price effect on 17 names still held. Flow $88.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 1.18M | $246.2M | 11.8% | −$21.8M | Added$23M |
| Nvidia Corp | NVDA | 1.13M | $196.3M | 9.4% | −$12.2M | Added$7.92M |
| Seagate Technology Hldngs Pl | — | 379.4K | $148.6M | 7.1% | $35.3M | Added$65.1M |
| Microsoft Corp | MSFT | 399.2K | $147.8M | 7.1% | −$39.2M | Added−$19.1M |
| Amer Sports, Inc. | AS | 4.36M | $143.4M | 6.9% | −$19.3M | Cut−$29.8M |
| Lumentum Hldgs Inc | — | 202K | $142M | 6.8% | $67.5M | Cut$58M |
| Taiwan Semiconductor Mfg Ltd | — | 416.4K | $140.7M | 6.8% | $13.5M | Added$20.6M |
| Somnigroup International Inc. | SGI | 1.69M | $124.8M | 6.0% | −$22.3M | Added−$4.54M |
| United Airls Hldgs Inc | — | 1.08M | $99.1M | 4.8% | −$21.3M | Cut−$21.4M |
| Meta Platforms, Inc. | META | 146K | $83.6M | 4.0% | −$3.84M | Added$54.7M |
| Boeing Co | — | 411.3K | $81.9M | 3.9% | −$3.07M | Added$45M |
| Broadcom Inc. | AVGO | 237.1K | $73.4M | 3.5% | −$3.98M | Added$35.8M |
| Nu Hldgs Ltd | — | 4.97M | $71.3M | 3.4% | −$11.8M | Cut−$25.2M |
| Carvana Co. | CVNA | 224.1K | $70.4M | 3.4% | −$23M | Added−$19.9M |
| MongoDB, Inc. | MDB | 269.1K | $65.9M | 3.2% | −$47.1M | Cut−$59.7M |
| Alphabet Inc | — | 182.8K | $52.6M | 2.5% | −$3.24M | Added$12.7M |
| Western Digital Corp | WDC | 189.1K | $51.1M | 2.5% | $18.6M | Held |
| Gds Hldgs Ltd | — | 1.23M | $49.6M | 2.4% | — | New |
| Natera, Inc. | NTRA | 152.1K | $30.4M | 1.5% | — | New |
| DoorDash, Inc. | DASH | 198.9K | $29.9M | 1.4% | — | New |
| Hut 8 Corp. | HUT | 358.9K | $16.8M | 0.8% | — | New |
| Compass, Inc. | COMP | 2.11M | $15.4M | 0.7% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.