Back to Avala Global LP
Q2 2026 13F filing
Updated 27 days ago30 disclosed positions worth $2.7B
Portfolio value
$2.7B
Total holdings
30
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $227.3M | 235.5K | 8.38% | — |
| 2 | A AMZN AMAZON.COM INC | $199.5M | 837.2K | 7.36% | — |
| 3 | L LITE LUMENTUM HLDGS INC | $156.2M | 182.0K | 5.76% | — |
| 4 | H HUT HUT 8 CORP | $144.6M | 1.25M | 5.33% | — |
| 5 | S SNOW SNOWFLAKE INC | $128.7M | 505.7K | 4.75% | — |
| 6 | N NTRA NATERA INC | $124.9M | 460.0K | 4.60% | — |
| 7 | W WDC WESTERN DIGITAL CORP | $120.8M | 189.1K | 4.45% | — |
| 8 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $119.8M | 250.8K | 4.42% | — |
| 9 | A AS AMER SPORTS INC | $115.8M | 3.42M | 4.27% | — |
| 10 | D DDOG DATADOG INC | $108.7M | 417.5K | 4.01% | — |
| 11 | C CIFR CIPHER DIGITAL INC | $108.1M | 4.41M | 3.99% | — |
| 12 | S SGI SOMNIGROUP INTERNATIONAL INC | $107.8M | 1.38M | 3.98% | — |
| 13 | N NVDA NVIDIA CORPORATION | $103.5M | 517.5K | 3.82% | — |
| 14 | C CORZR CORE SCIENTIFIC INC NEW | $101.7M | 3.98M | 3.75% | — |
| 15 | C CONE COMPASS INC | $89.9M | 7.29M | 3.32% | — |
| 16 | B BE BLOOM ENERGY CORP | $85.7M | 283.0K | 3.16% | — |
| 17 | U UAL UNITED AIRLS HLDGS INC | $70.3M | 517.3K | 2.59% | — |
| 18 | A AMD ADVANCED MICRO DEVICES INC | $68.8M | 118.5K | 2.54% | — |
| 19 | N NUE NUCOR CORP | $68.4M | 307.2K | 2.52% | — |
| 20 | U U UNITY SOFTWARE INC | $62.5M | 2.19M | 2.31% | — |
| 21 | A AGX ARGAN INC | $61.1M | 76.5K | 2.25% | — |
| 22 | C CLF CLEVELAND-CLIFFS INC NEW | $58.3M | 6.21M | 2.15% | — |
| 23 | F FPS FORGENT POWER SOLUTIONS INC | $54.8M | 980.8K | 2.02% | — |
| 24 | B BA-PA BOEING CO | $44.1M | 203.5K | 1.62% | — |
| 25 | I INTC INTEL CORP | $38.5M | 275.7K | 1.42% | — |
| 26 | B BTDR BITDEER TECHNOLOGIES GROUP | $36.6M | 2.31M | 1.35% | — |
| 27 | S SPCX SPACE EXPLORATION TECHN CORP | $34.2M | 200.0K | 1.26% | — |
| 28 | L LION LIONSGATE STUDIOS CORP | $27.4M | 1.79M | 1.01% | — |
| 29 | C CBRS CEREBRAS SYSTEMS INC | $23.7M | 107.3K | 0.87% | — |
| 30 | M MDB MONGODB INC | $20.2M | 60.2K | 0.75% | — |