Managers / Q1 2023 · view latest →
Avala Global LP
CIK 0001948899 · 432 PARK AVENUE SOUTH, 2ND FLOOR, NEW YORK, NY, 10016 · 917-446-2736
Reported Value
$611M
Q1 2023
Positions
13
Filings on Record
14
2019–present window
Filed
May 15, 2023
original filing
Summary
Avala Global Lp reported $611M in U.S.-listed holdings across 13 positions for Q1 2023.
Its largest position, LW, represents 16.7% of the portfolio.
Compared with Q4 2022, the fund opened 2 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 77.1% · $471M
- ADR · 17.3% · $106M
- Tracking Stk · 5.6% · $34M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.1B | 22 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 22 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.4B | 29 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.9B | 24 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 23 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.6B | 26 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.5B | 29 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.4B | 24 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.4B | 25 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.3B | 25 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.0B | 18 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $840M | 15 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $611M | 13 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $276.0B | 13 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.