Avala Global LP
Annual return '25
+67.0%
SPY '25
+17.7%
Alpha
+49.2ptsvs SPY
Invested
$2.1B
Holdings
22
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Held since at least Q1 2024
11.8%
02
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
9.4%
03
$STX
SEAGATE TECHNOLOGY HLDNGS PL
Held since at least Q1 2024
7.1%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
7.1%
05
$AS
AMER SPORTS INC
Held since at least Q1 2024
6.9%
06
$LITE
LUMENTUM HLDGS INC
Held since at least Q1 2024
6.8%
07
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
6.8%
08
$SGI
SOMNIGROUP INTERNATIONAL INC
Held since at least Q1 2024
6.0%
09
$UAL
UNITED AIRLS HLDGS INC
Held since at least Q1 2024
4.8%
10
$META
META PLATFORMS INC
Held since at least Q1 2024
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:43 UTC.