The Analysis of Avala Global LP's Holdings
Currently, Avala Global LP holds 29 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in MDB (+274.8K shares, valued at $85.3M), AVGO (+213.8K shares, valued at $70.5M), APP (+79.8K shares, valued at $57.3M); decreased their positions in UAL (-327.9K shares, valued at $31.6M), AMZN (-139.7K shares, valued at $30.7M), WWD (-111.8K shares, valued at $28.3M); initiated new positions in MDB (+274.8K shares, valued at $85.3M), AVGO (+213.8K shares, valued at $70.5M), APP (+79.8K shares, valued at $57.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION1.0M shares0.00%2025-09-302025-11-14
MSFT MICROSOFT CORP345.1K shares-3.12%2025-09-302025-11-14 GEV GE VERNOVA INC239.9K shares-3.34%2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HLDNGS PL533.4K shares-3.79%2025-09-302025-11-14 CYBR CYBERARK SOFTWARE LTD258.9K shares0.00%2025-09-302025-11-14 SGI SOMNIGROUP INTERNATIONAL INC1.4M shares-17.32%2025-09-302025-11-14 AS AMER SPORTS INC3.3M shares4.47%2025-09-302025-11-14 AMZN AMAZON COM INC526.1K shares-20.98%2025-09-302025-11-14 RDDT REDDIT INC488.7K shares-4.08%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD395.4K shares-18.69%2025-09-302025-11-14 ADSK AUTODESK INC293.7K shares43.83%2025-09-302025-11-14 MDB MONGODB INC274.8K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC111.3K shares22.76%2025-09-302025-11-14 SE SEA LTD451.8K shares36.79%2025-09-302025-11-14 NU NU HLDGS LTD4.8M shares229.43%2025-09-302025-11-14 UAL UNITED AIRLS HLDGS INC770.0K shares-29.86%2025-09-302025-11-14 CVNA CARVANA CO191.7K shares2.62%2025-09-302025-11-14 AVGO BROADCOM INC213.8K sharesnew addition2025-09-302025-11-14 CRS CARPENTER TECHNOLOGY CORP269.7K shares0.00%2025-09-302025-11-14 LITE LUMENTUM HLDGS INC386.8K shares4.69%2025-09-302025-11-14 APP APPLOVIN CORP79.8K sharesnew addition2025-09-302025-11-14 VST VISTRA CORP259.2K shares0.00%2025-09-302025-11-14 WWD WOODWARD INC149.1K shares-42.85%2025-09-302025-11-14 NCLH NORWEGIAN CRUISE LINE HLDG L1.4M sharesnew addition2025-09-302025-11-14 SNOW SNOWFLAKE INC146.8K sharesnew addition2025-09-302025-11-14 WIX WIX COM LTD166.3K sharesnew addition2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A41.3K shares75.00%2025-09-302025-11-14 WDC WESTERN DIGITAL CORP189.1K shares-19.63%2025-09-302025-11-14 DKS DICKS SPORTING GOODS INC78.2K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available