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Andrew Genser

Avala Global Lp

Assets Managed
$2.081B
Holdings
22
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-0.41%(2Q avg: -7.02%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avala Global Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Avala Global Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.081B in assets, with a quarterly growth rate of -0.41% and a 2-quarter average growth rate of -7.02%. The portfolio is managed by Andrew Genser, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 22.24%
11.83%
$246.155M
1.182M shares@ $208.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 11.44%
9.44%
$196.289M
1.126M shares@ $174.4 avg price
STX
Seagate Technology Holdings
Recent Activity
Increased 25.05%
7.15%
$148.645M
379,430 shares@ $391.77 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.68%
7.1%
$147.764M
399,180 shares@ $370.18 avg price
AS
Amer Sports Inc
Recent Activity
Decreased -6.07%
6.89%
$143.383M
4.356M shares@ $32.92 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Decreased -11.32%
6.83%
$141.984M
202,037 shares@ $702.76 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 5.31%
6.77%
$140.709M
416,360 shares@ $337.95 avg price
TPX
Tempur Sealy International I
Recent Activity
Increased 16.55%
6%
$124.843M
1.689M shares@ $73.93 avg price
UAL
United Airlines Holdings Inc
Recent Activity
Decreased -0.1%
4.77%
$99.123M
1.077M shares@ $92.07 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 234.56%
4.02%
$83.554M
146,040 shares@ $572.13 avg price

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