SEC 13F Intelligence

Managers / Q2 2023 · view latest →

Avala Global LP

CIK 0001948899 · 432 PARK AVENUE SOUTH, 2ND FLOOR, NEW YORK, NY, 10016 · 917-446-2736

Reported Value
$840M
Q2 2023
Positions
15
Filings on Record
14
2019–present window
Filed
Aug 14, 2023
original filing

Summary

Avala Global Lp reported $840M in U.S.-listed holdings across 15 positions for Q2 2023.

Its largest position, LW, represents 14.2% of the portfolio.

Compared with Q1 2023, the fund opened 3 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $276.0BQ4 ’22Q1 ’23: $611MQ2 ’23: $840MQ2 ’23Q3 ’23: $1.0BQ4 ’23: $1.3BQ4 ’23Q1 ’24: $1.4BQ2 ’24: $1.4BQ2 ’24Q3 ’24: $1.5BQ4 ’24: $1.6BQ4 ’24Q1 ’25: $1.5BQ2 ’25: $1.9BQ2 ’25Q3 ’25: $2.4BQ4 ’25: $2.1BQ4 ’25Q1 ’26: $2.1Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.1B22May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.1B22Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.4B29Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.9B24Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B23May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B26Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B29Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B24Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.4B25May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.3B25Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.0B18Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$840M15Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$611M13May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$276.0B13Feb 14, 202313F-HRchanges · 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 ↗.