Avala Global LP - Q42025 Holdings

Avala Global LP holds 22 stocks with a total portfolio value of $ 2.09B as of Q42025. In Q42025, Avala Global LP added 4 new positions, increased stakes in 6 stocks, reduced 6 holdings, and fully exited 11 positions. The largest holding is Amazon Com Inc (AMZN), representing 10.68% of the total portfolio.