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Avala Global LP
Hedge Fund • Long/Short
Avala Global LP is a Long/Short Hedge Fund based in New York, NY led by Divya (Nmn) Nettimi, managing $2.5B across 30 long positions as of Q3 2025 with 47% Technology concentration, 53% concentrated in top 10 holdings, and 47% technology allocation.
FounderDivya (Nmn) Nettimi
- Portfolio Value
- $2.5B
- Positions
- 30
- Top Holding
- NVDA at 7.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Avala Global LP's portfolio (53.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $188.4M | 7.41% | — | 0.00% 1.0M shares | |
Software - Infrastructure Technology | $178.7M | 7.03% | -$5.7M Sold | 0.00% 345.1K shares | |
Renewable Utilities Utilities | $147.5M | 5.80% | -$5.1M Sold | 0.09% 239.9K shares | |
Computer Hardware Technology | $125.9M | 4.95% | -$5.0M Sold | 0.25% 533.4K shares | |
Software - Infrastructure Technology | $125.1M | 4.92% | — | 0.51% 258.9K shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $122.2M | 4.81% | -$25.6M Sold | 0.69% 1.4M shares | |
Unknown Unknown | $122.2M | 4.81% | -$25.6M Sold | — 1.4M shares | |
Leisure Consumer Cyclical | $116.1M | 4.57% | +$5.0M Bought | 0.60% 3.3M shares | |
Specialty Retail Consumer Cyclical | $115.5M | 4.54% | -$30.7M Sold | 0.00% 526.1K shares | |
Internet Content & Information Communication Services | $112.4M | 4.42% | -$4.8M Sold | 0.26% 488.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Avala Global LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-42.85% | |
-29.86% | |
-20.98% |
Analytics
Portfolio insights and performance metrics for Avala Global LP
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