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Avala Global LP

CIK 1948899 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Avala Global LP reported 30 US-listed holdings worth $2.71 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Seagate Technology Holdings plc (8.4%), Amazon.com Inc. (7.4%) and Lumentum Holdings Inc. (5.8%). Against the quarter before, it opened 16 positions, added to 3, trimmed 10 and sold out of 8.

Reported holdings$2.71B+30.3% on Q1 2026
Positions30+8 on Q1 2026
The largest ten53.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
STX8.4%AMZN7.4%LITE5.8%HUT5.3%SNOW4.7%NTRA4.6%WDC4.5%TSM4.4%AS4.3%DDOG4.0%CIFR4.0%SGI4.0%NVDA3.8%CORZ3.8%16 more31.1%

The 14 largest of its 30 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.52 billion in 29 positions$1.52BQ3 24Q4 2024: $1.61 billion in 26 positions$1.61BQ4 24Q1 2025: $1.46 billion in 23 positions$1.46BQ1 25Q2 2025: $1.92 billion in 24 positions$1.92BQ2 25Q3 2025: $2.42 billion in 29 positions$2.42BQ3 25Q4 2025: $2.09 billion in 22 positions$2.09BQ4 25Q1 2026: $2.08 billion in 22 positions$2.08BQ1 26Q2 2026: $2.71 billion in 30 positions$2.71BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 16Added 3Held 1Trimmed 10Sold out 8
Opened: 16Added: 3Held: 1Trimmed: 10Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 16

  1. Snowflake Inc. SNOW$128.7 million
  2. Datadog, Inc. DDOG$108.7 million
  3. Cipher Mining Inc. CIFR$108.1 million
  4. Core Scientific Inc. New CORZ$101.7 million
  5. Bloom Energy Corp. BE$85.7 million
  6. Advanced Micro Devices Inc. AMD$68.8 million
  7. Nucor Corp. NUE$68.4 million
  8. Unity Software Inc. U$62.5 million

and 8 more in the table below

Added to 3

  1. Hut 8 Corp. HUT+893,662 shares · +249%
  2. Natera Inc Com NTRA+307,900 shares · +202%
  3. Compass Inc. COMP+5.2 million shares · +246%

Trimmed 10

  1. Seagate Technology Holdings plc STX-143,910 shares · -38%
  2. NVIDIA Corp. NVDA-608,010 shares · -54%
  3. Amazon.com Inc. AMZN-344,700 shares · -29%
  4. Taiwan Semiconductor Manufacturing Company Limited TSM-165,600 shares · -40%
  5. United Airlines Holdings, Inc. UAL-559,300 shares · -52%
  6. Mongodb Inc. MDB-208,872 shares · -78%
  7. Boeing Co. BA-207,800 shares · -51%
  8. Amer Sports Inc. AS-933,100 shares · -21%

and 2 more in the table below

Sold out of 8

  1. Microsoft Corp. MSFT$147.8 million last quarter
  2. Meta Platforms, Inc. META$83.6 million last quarter
  3. Broadcom Inc. AVGO$73.4 million last quarter
  4. Nu Holdings Ltd. NU$71.3 million last quarter
  5. Carvana Co. CVNA$70.4 million last quarter
  6. Alphabet Inc. GOOGL$52.6 million last quarter
  7. GDS Hldgs Ltd GDS$49.6 million last quarter
  8. DoorDash, Inc. DASH$29.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Seagate Technology Holdings plc STX235,520$227.3 million8.38%-143,910
Amazon.com Inc. AMZN837,205$199.5 million7.36%-344,700
Lumentum Holdings Inc. LITE182,037$156.2 million5.76%-20,000
Hut 8 Corp. HUT1,252,562$144.6 million5.33%+893,662
Snowflake Inc. SNOW505,700$128.7 million4.75%new
Natera Inc Com NTRA460,000$124.9 million4.60%+307,900
Western Digital Corp. WDC189,100$120.8 million4.45%no change
Taiwan Semiconductor Manufacturing Company Limited TSM250,760$119.8 million4.42%-165,600
Amer Sports Inc. AS3,422,412$115.8 million4.27%-933,100
Datadog, Inc. DDOG417,465$108.7 million4.01%new
Cipher Mining Inc. CIFR4,413,315$108.1 million3.99%new
Somnigroup International Inc. SGI1,375,396$107.8 million3.98%-313,497
NVIDIA Corp. NVDA517,500$103.5 million3.82%-608,010
Core Scientific Inc. New CORZ3,975,334$101.7 million3.75%new
Compass Inc. COMP7,291,665$89.9 million3.32%+5,183,668
Bloom Energy Corp. BE283,000$85.7 million3.16%new
United Airlines Holdings, Inc. UAL517,300$70.3 million2.59%-559,300
Advanced Micro Devices Inc. AMD118,500$68.8 million2.54%new
Nucor Corp. NUE307,156$68.4 million2.52%new
Unity Software Inc. U2,187,605$62.5 million2.31%new
Argan Inc. AGX76,500$61.1 million2.25%new
Cleveland-Cliffs Inc. CLF6,211,390$58.3 million2.15%new
Forgent Power Solutions Inc FPS980,783$54.8 million2.02%new
Boeing Co. BA203,543$44.1 million1.62%-207,800
Intel Corp. INTC275,700$38.5 million1.42%new
Bitdeer Technologies Group BTDR2,309,082$36.6 million1.35%new
Space Exploration Techn Corp. Class A Com STK SPCX200,000$34.2 million1.26%new
Lionsgate Studios Corp. LION1,786,857$27.4 million1.01%new
Cerebras Systems Inc. Com Class A CBRS107,300$23.7 million0.87%new
Mongodb Inc. MDB60,200$20.2 million0.75%-208,872
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.