StockDriftsStockDriftsTop 22 Avala Global Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 11.83% | 1.18M | $246.2M | +22.24%(+215.00K) | $180.19(+46.59%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 9.43% | 1.13M | $196.3M | +11.44%(+115.50K) | $39.95(+464.01%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 7.14% | 379.4K | $148.6M | +25.05%(+76.00K) | $141.87(+460.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.1% | 399.2K | $147.8M | +15.67%(+54.08K) | $384.26(+9.80%) | 2026-03-31 | |
| AS | AMER SPORTS INC | 6.89% | 4.36M | $143.4M | -6.07%(-281.64K) | $26.39(+24.45%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 6.82% | 202.0K | $142.0M | -11.32%(-25.80K) | $76.09(+1175.65%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 6.76% | 416.4K | $140.7M | +5.30%(+20.96K) | $131.58(+207.30%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 6% | 1.69M | $124.8M | +16.54%(+239.70K) | $53.90(+16.29%) | 2026-03-31 | |
| UAL | UNITED AIRLS HLDGS INC | 4.76% | 1.08M | $99.1M | -0.11%(-1.15K) | $77.91(+19.17%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.01% | 146.0K | $83.6M | +234.56%(+102.39K) | $588.94(+4.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +34.38% | +142.64% |
| Top 20 Holdings Unweighted | +38.90% | +168.00% |
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