Avala Global LP
data from 30/09/2025
Capitalization
$ 2.420 B
26.11 %
Performance
$ 1.467 B
128.21 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 7.79% | 188.448 M $ | 1010010 | 2022/12/31 | 28.876 M $ | 18.10 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 7.39% | 178.745 M $ | 345100 | 2022/12/31 | 7.316 M $ | 4.13 % |
| 2025/09/30 | GEV | GE VERNOVA INC | 6.10% | 147.515 M $ | 239901 | 2024/06/30 | 21.283 M $ | 16.21 % |
| 2025/09/30 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 5.20% | 125.921 M $ | 533430 | 2023/12/31 | 50.858 M $ | 63.56 % |
| 2025/09/30 | CYBR | CYBERARK SOFTWARE LTD | 5.17% | 125.081 M $ | 258887 | 2023/12/31 | 19.745 M $ | 18.75 % |
| 2025/09/30 | SOMNIGROUP INTERNATIONAL INC | 5.05% | 122.210 M $ | 1449193 | 2022/12/31 | 28.534 M $ | 23.92 % | |
| 2025/09/30 | AS | AMER SPORTS INC | 4.80% | 116.063 M $ | 3339949 | 2024/12/31 | -12.820 M $ | -10.35 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 4.77% | 115.516 M $ | 526100 | 2023/06/30 | 119.844 K $ | 0.08 % |
| 2025/09/30 | RDDT | REDDIT INC | 4.64% | 112.392 M $ | 488683 | 2024/03/31 | 40.463 M $ | 52.75 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.56% | 110.431 M $ | 395399 | 2024/03/31 | 25.677 M $ | 23.31 % |
| 2025/09/30 | ADSK | AUTODESK INC | 3.86% | 93.300 M $ | 293700 | 2025/03/31 | 1.654 M $ | 2.62 % |
| 2025/09/30 | MDB | MONGODB INC | 3.52% | 85.292 M $ | 274800 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | META | META PLATFORMS INC | 3.38% | 81.736 M $ | 111300 | 2023/03/31 | -336.370 K $ | -0.50 % |
| 2025/09/30 | SE | SEA LTD | 3.34% | 80.741 M $ | 451751 | 2025/06/30 | 6.205 M $ | 11.75 % |
| 2025/09/30 | NU | NU HLDGS LTD | 3.18% | 77.018 M $ | 4810600 | 2023/12/31 | 3.344 M $ | 16.69 % |
| 2025/09/30 | UAL | UNITED AIRLS HLDGS INC | 3.07% | 74.310 M $ | 770049 | 2024/09/30 | 18.522 M $ | 21.19 % |
| 2025/09/30 | CVNA | CARVANA CO | 2.99% | 72.330 M $ | 191736 | 2024/09/30 | 7.526 M $ | 11.95 % |
| 2025/09/30 | AVGO | BROADCOM INC | 2.91% | 70.535 M $ | 213800 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CRS | CARPENTER TECHNOLOGY CORP | 2.74% | 66.213 M $ | 269664 | 2024/06/30 | -8.316 M $ | -11.16 % |
| 2025/09/30 | LITE | LUMENTUM HLDGS INC | 2.60% | 62.942 M $ | 386837 | 2024/12/31 | 24.997 M $ | 71.17 % |
| 2025/09/30 | APP | APPLOVIN CORP | 2.37% | 57.339 M $ | 79800 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VST | VISTRA CORP | 2.10% | 50.792 M $ | 259249 | 2024/09/30 | 547.015 K $ | 1.09 % |
| 2025/09/30 | WWD | WOODWARD INC | 1.56% | 37.688 M $ | 149134 | 2024/06/30 | 1.988 M $ | 3.11 % |
| 2025/09/30 | NCLH | NORWEGIAN CRUISE LINE HLDG L | 1.48% | 35.699 M $ | 1449400 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 1.37% | 33.111 M $ | 146800 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WIX | WIX COM LTD | 1.22% | 29.540 M $ | 166300 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 1.19% | 28.827 M $ | 41300 | 2024/09/30 | -1.636 M $ | -9.04 % |
| 2025/09/30 | WDC | WESTERN DIGITAL CORP | 0.94% | 22.703 M $ | 189100 | 2024/03/31 | 13.193 M $ | 87.62 % |
| 2025/09/30 | DKS | DICKS SPORTING GOODS INC | 0.72% | 17.378 M $ | 78200 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RRX | REGAL REXNORD CORPORATION | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DDOG | DATADOG INC CL A | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |