The Analysis of Avala Global LP's Holdings
Currently, Avala Global LP holds 22 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in AMZN (+440.8K shares, valued at $101.7M), SATS (+464.6K shares, valued at $50.5M), AS (+1.3M shares, valued at $48.5M); decreased their positions in N/A (-230.0K shares, valued at $63.3M), LITE (-159.0K shares, valued at $58.6M), META (-67.6K shares, valued at $44.7M); initiated new positions in SATS (+464.6K shares, valued at $50.5M), N/A (+127.5K shares, valued at $39.9M), BA (+169.9K shares, valued at $36.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC966.9K shares83.79%2025-12-312026-02-17
NVDA NVIDIA CORPORATION1.0M shares0.00%2025-12-312026-02-17 AS AMER SPORTS INC4.6M shares38.84%2025-12-312026-02-17 MSFT MICROSOFT CORP345.1K shares0.00%2025-12-312026-02-17 SGI SOMNIGROUP INTERNATIONAL INC1.4M shares0.00%2025-12-312026-02-17 MDB MONGODB INC299.2K shares8.87%2025-12-312026-02-17 UAL UNITED AIRLS HLDGS INC1.1M shares39.96%2025-12-312026-02-17 TSM TAIWAN SEMICONDUCTOR MFG LTD395.4K shares0.00%2025-12-312026-02-17 CYBR CYBERARK SOFTWARE LTD258.9K shares0.00%2025-12-312026-02-17 NU NU HLDGS LTD5.8M shares19.84%2025-12-312026-02-17 CVNA CARVANA CO214.1K shares11.68%2025-12-312026-02-17 LITE LUMENTUM HLDGS INC227.8K shares-41.10%2025-12-312026-02-17 ADSK AUTODESK INC270.7K shares-7.83%2025-12-312026-02-17 SATS ECHOSTAR CORP464.6K sharesnew addition2025-12-312026-02-17 SE SEA LTD348.2K shares-22.92%2025-12-312026-02-17 ALPHABET INC ALPHABET INC127.5K sharesnew addition2025-12-312026-02-17 BROADCOM INC BROADCOM INC108.8K shares-49.13%2025-12-312026-02-17 BA BOEING CO169.9K sharesnew addition2025-12-312026-02-17 WDC WESTERN DIGITAL CORP189.1K shares0.00%2025-12-312026-02-17 META META PLATFORMS INC43.7K shares-60.78%2025-12-312026-02-17 RKT ROCKET COS INC1.1M sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available