Livermore

Avala Global LP

SEC CIK
0001948899

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
30
+8 vs. Q1 2026
Total value
$2.71B
+$630.82M (+30.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Avala Global LP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS235,520$227.28M8.38%−143,910−37.9%ReducedView
AMZNAMAZON COM INC COMStock837,205$199.54M7.36%−344,700−29.2%ReducedView
LITELUMENTUM HLDGS INCCOM182,037$156.2M5.76%−20,000−9.9%ReducedView
HUTHUT 8 CORPCOM1,252,562$144.6M5.33%+893,662+249.0%AddedView
SNOWSNOWFLAKE INC COM SHSStock505,700$128.7M4.75%+505,700NewView
NTRANATERA INCCOM460,000$124.87M4.60%+307,900+202.4%AddedView
WDCWESTERN DIGITAL CORPCOM189,100$120.78M4.45%00.0%UnchangedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR250,760$119.76M4.42%−165,600−39.8%ReducedView
ASAMER SPORTS INCCOM SHS3,422,412$115.81M4.27%−933,100−21.4%ReducedView
DDOGDATADOG INCCL A COM417,465$108.69M4.01%+417,465NewView
CIFRCIPHER DIGITAL INCCOM4,413,315$108.13M3.99%+4,413,315NewView
SGISOMNIGROUP INTERNATIONAL INCCOM1,375,396$107.83M3.98%−313,497−18.6%ReducedView
NVDANVIDIA CORPORATION COMStock517,500$103.55M3.82%−608,010−54.0%ReducedView
CORZCORE SCIENTIFIC INC NEWCOM3,975,334$101.73M3.75%+3,975,334NewView
COMPCOMPASS INCCL A7,291,665$89.91M3.32%+5,183,668+245.9%AddedView
BEBLOOM ENERGY CORPCOM CL A283,000$85.66M3.16%+283,000NewView
UALUNITED AIRLS HLDGS INCCOM517,300$70.35M2.59%−559,300−52.0%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock118,500$68.84M2.54%+118,500NewView
NUENUCOR CORPCOM307,156$68.42M2.52%+307,156NewView
UUNITY SOFTWARE INCCOM2,187,605$62.52M2.31%+2,187,605NewView
AGXARGAN INC COMStock76,500$61.09M2.25%+76,500NewView
CLFCLEVELAND-CLIFFS INC NEWCOM6,211,390$58.32M2.15%+6,211,390NewView
FPSFORGENT POWER SOLUTIONS INCCOM SHS CL A980,783$54.79M2.02%+980,783NewView
BABOEING CO COMStock203,543$44.06M1.62%−207,800−50.5%ReducedView
INTCINTEL CORP COMStock275,700$38.5M1.42%+275,700NewView
BTDRBITDEER TECHNOLOGIES GROUPCL A ORD SHS2,309,082$36.65M1.35%+2,309,082NewView
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK200,000$34.17M1.26%+200,000NewView
LIONLIONSGATE STUDIOS CORPCOM1,786,857$27.36M1.01%+1,786,857NewView
CBRSCEREBRAS SYSTEMS INCCOM CL A107,300$23.71M0.87%+107,300NewView
MDBMONGODB INCCL A60,200$20.22M0.75%−208,872−77.6%ReducedView

Sold out since Q1 2026 (8)

Positions held at the end of Q1 2026 that are no longer in this filing.

Avala Global LP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
MSFTMICROSOFT CORP COMStock399,180$147.76M7.10%
METAMETA PLATFORMS INC CL AStock146,040$83.55M4.01%
AVGOBROADCOM INC COMStock237,140$73.4M3.53%
NUNU HLDGS LTDORD SHS CL A4,965,100$71.35M3.43%
CVNACARVANA COCL A224,080$70.45M3.38%
GOOGLALPHABET INC CAP STK CL AStock182,800$52.57M2.53%
GDSGDS HLDGS LTDSPONSORED ADS1,230,580$49.58M2.38%
DASHDOORDASH INC CL AStock198,920$29.87M1.44%

13F filings by quarter

Avala Global LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202630$2.71Bvs. Q1 2026SEC
Q1 2026May 15, 202622$2.08Bvs. Q4 2025SEC
Q4 2025Feb 17, 202622$2.09Bvs. Q3 2025SEC
Q3 2025Nov 14, 202529$2.42Bvs. Q2 2025SEC
Q2 2025Aug 14, 202524$1.92Bvs. Q1 2025SEC
Q1 2025May 15, 202523$1.46Bvs. Q4 2024SEC
Q4 2024Feb 14, 202526$1.61Bvs. Q3 2024SEC
Q3 2024Nov 14, 202429$1.52Bvs. Q2 2024SEC
Q2 2024Aug 14, 202424$1.37Bvs. Q1 2024SEC
Q1 2024May 15, 202425$1.37Bvs. Q4 2023SEC
Q4 2023Feb 14, 202425$1.3Bvs. Q3 2023SEC
Q3 2023Nov 14, 202318$1.03Bvs. Q2 2023SEC
Q2 2023Aug 14, 202315$839.97Mvs. Q1 2023SEC
Q1 2023May 15, 202313$611.41Mvs. Q4 2022SEC
Q4 2022Feb 14, 202313$276.05M–SEC