Avala Global LP holds a focused book of 22 stocks worth $2.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened GDS Holdings Ltd - ADR and trimmed Amer Sports Inc. Their largest long position is Amazon.com Inc at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1948899/holdings"
Use Arkolith to show Avala Global LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $246.2M | 1.18M | 11.8% | ▲+22% Added · +215K sh | |
| 2 | Nvidia Corporation COM | $196.3M | 1.13M | 9.4% | ▲+11% Added · +116K sh | |
| 3 | Seagate Technology HLDNGS PL ORD SHS | $148.6M | 379.4K | 7.1% | ▲+25% Added · +76K sh | |
| 4 | Microsoft Corp COM | $147.8M | 399.2K | 7.1% | ▲+16% Added · +54K sh | |
| 5 | Amer Sports Inc COM SHS | $143.4M | 4.36M | 6.9% | ▼−6.1% Reduced · −282K sh | |
| 6 | Lumentum Hldgs Inc COM | $142.0M | 202.0K | 6.8% | ▼−11% Reduced · −26K sh | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $140.7M | 416.4K | 6.8% | ▲+5.3% Added · +21K sh | |
| 8 | Somnigroup International Inc COM | $124.8M | 1.69M | 6.0% | ▲+17% Added · +240K sh | |
| 9 | United Airls Hldgs Inc COM | $99.1M | 1.08M | 4.8% | ▼−0.1% Reduced · −1K sh | |
| 10 | Meta Platforms Inc CL A | $83.6M | 146.0K | 4.0% | ▲+235% Added · +102K sh | |
| 11 | Boeing Co COM | $81.9M | 411.3K | 3.9% | ▲+142% Added · +241K sh | |
| 12 | Broadcom Inc COM | $73.4M | 237.1K | 3.5% | ▲+118% Added · +128K sh | |
| 13 | Nu Hldgs Ltd ORD SHS CL A | $71.3M | 4.97M | 3.4% | ▼−14% Reduced · −800K sh | |
| 14 | Carvana Co CL A | $70.4M | 224.1K | 3.4% | ▲+4.6% Added · +10K sh | |
| 15 | Mongodb Inc CL A | $65.9M | 269.1K | 3.2% | ▼−10% Reduced · −30K sh | |
| 16 | Alphabet Inc CAP STK CL A | $52.6M | 182.8K | 2.5% | ▲+43% Added · +55K sh | |
| 17 | Western Digital Corp COM | $51.1M | 189.1K | 2.5% | —Held | |
| 18 | GDS Hldgs Ltd SPONSORED ADS | $49.6M | 1.23M | 2.4% | ▲New New position | |
| 19 | Natera Inc COM | $30.4M | 152.1K | 1.5% | ▲New New position | |
| 20 | Doordash Inc CL A | $29.9M | 198.9K | 1.4% | ▲New New position | |
| 21 | Hut 8 Corp COM | $16.8M | 358.9K | 0.8% | ▲New New position | |
| 22 | Compass Inc CL A | $15.4M | 2.11M | 0.7% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 22 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 22 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 29 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 24 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 23 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 26 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 29 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 24 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 25 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 25 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 18 | $1.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 15 | $840.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 13 | $611.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 13 | $276.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.