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Avala Global LP

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13F filer, CIK 1948899, NEW YORK, NY

Avala Global LP reported $1,464,676,681 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 65.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001948899-25-000003

Period
2025-03-31
Reported value
$1.46B
Holdings
23
Top 10 weight
65.54%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGIadded+751,536$45M
METAadded+77,700$44.8M
ADSKnew+164,600$43.1M
MSFTadded+106,700$40.1M
STXnew+313,000$26.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WIXexited-223,626-$48M
CRSreduced-195,631-$35.4M
OKTAexited-399,555-$31.5M
RBRKexited-375,000-$24.5M
CEGexited-95,018-$21.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001948899-25-000003, largest first. % of portfolio is the value over $1,464,676,681, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,703 shares; 2024Q4: 825,203 shares; 2025Q1: 847,303 shares 847,303$161M11.01%+22,100Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010,010 shares; 2024Q4: 1,010,010 shares; 2025Q1: 1,010,010 shares 1,010,010$109M7.47%0Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,942 shares; 2024Q4: 306,942 shares; 2025Q1: 308,087 shares 308,087$104M7.11%+1,145
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,449,753 shares; 2025Q1: 3,481,237 shares 3,481,237$93.1M6.35%+31,484Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,184 shares; 2024Q4: 478,284 shares; 2025Q1: 533,284 shares 533,284$88.5M6.04%+55,000Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,407 shares; 2024Q4: 700,907 shares; 2025Q1: 1,452,443 shares 1,452,443$87M5.94%+751,536Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544,600 shares; 2024Q4: 989,900 shares; 2025Q1: 1,221,776 shares 1,221,776$84.4M5.76%+231,876Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,397 shares; 2024Q4: 117,397 shares; 2025Q1: 224,097 shares 224,097$84.1M5.74%+106,700Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,694 shares; 2024Q4: 254,194 shares; 2025Q1: 248,201 shares 248,201$75.8M5.17%-5,993Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,900 shares; 2024Q4: 47,900 shares; 2025Q1: 125,600 shares 125,600$72.4M4.94%+77,700Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,800 shares; 2024Q4: 191,385 shares; 2025Q1: 313,500 shares 313,500$65.5M4.48%+122,115Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,100 shares; 2024Q4: 509,483 shares; 2025Q1: 509,483 shares 509,483$53.4M3.65%0Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,700 shares; 2024Q4: 465,295 shares; 2025Q1: 269,664 shares 269,664$48.9M3.34%-195,631Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,100 shares; 2024Q4: 262,298 shares; 2025Q1: 262,298 shares 262,298$47.9M3.27%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,600 shares 164,600$43.1M2.94%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147,700 shares; 2024Q4: 1,424,200 shares; 2025Q1: 1,041,000 shares 1,041,000$42.1M2.87%-383,200Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 491,500 shares; 2025Q1: 540,689 shares 540,689$33.7M2.3%+49,189Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158,480 shares; 2024Q4: 4,284,063 shares; 2025Q1: 3,157,100 shares 3,157,100$32.3M2.21%-1,126,963Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,500 shares; 2024Q4: 69,600 shares; 2025Q1: 56,000 shares 56,000$30.8M2.1%-13,600Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,200 shares; 2025Q1: 105,400 shares 105,400$28.3M1.93%+23,200Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,695 shares; 2024Q4: not reported; 2025Q1: 313,000 shares 313,000$26.6M1.82%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,100 shares; 2024Q4: 326,100 shares; 2025Q1: 225,200 shares 225,200$26.4M1.81%-100,900Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,400 shares; 2024Q4: 170,200 shares; 2025Q1: 146,043 shares 146,043$25.6M1.75%-24,157Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WIXWIX COM LTD223,626$48Mshares
OKTAOKTA INC399,555$31.5Mshares
RBRKRUBRIK INC.375,000$24.5Mshares
CEGCONSTELLATION ENERGY CORP95,018$21.3Mshares
ENTGENTEGRIS INC154,293$15.3Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001948899-25-000003 base2025-05-15acceptance time not in the bulk data set