Avala Global LP
- SEC CIK
- 0001948899
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 30
- +8 vs. Q1 2026
- Portfolio value
- $2.71B
- +$630.8M (+30.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STXSeagate Technology Holdings plc | ORD SHS | 235,520 | $227.3M | 8.4% | −143,910−37.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 837,205 | $199.5M | 7.4% | −344,700−29.2% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 182,037 | $156.2M | 5.8% | −20,000−9.9% | Reduced | History |
| HUTHut 8 Corp. | COM | 1,252,562 | $144.6M | 5.3% | +893,662+249.0% | Added | History |
| SNOWSnowflake Inc. | Stock | 505,700 | $128.7M | 4.7% | +505,700 | New | History |
| NTRANatera, Inc. | COM | 460,000 | $124.9M | 4.6% | +307,900+202.4% | Added | History |
| WDCWestern Digital Corp | COM | 189,100 | $120.8M | 4.5% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 250,760 | $119.8M | 4.4% | −165,600−39.8% | Reduced | History |
| ASAmer Sports, Inc. | COM SHS | 3,422,412 | $115.8M | 4.3% | −933,100−21.4% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 417,465 | $108.7M | 4.0% | +417,465 | New | History |
| CIFRCipher Digital Inc. | COM | 4,413,315 | $108.1M | 4.0% | +4,413,315 | New | History |
| SGISomnigroup International Inc. | COM | 1,375,396 | $107.8M | 4.0% | −313,497−18.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 517,500 | $103.5M | 3.8% | −608,010−54.0% | Reduced | History |
| CORZCore Scientific, Inc. | COM | 3,975,334 | $101.7M | 3.8% | +3,975,334 | New | History |
| COMPCompass, Inc. | CL A | 7,291,665 | $89.9M | 3.3% | +5,183,668+245.9% | Added | History |
| BEBloom Energy Corp | COM CL A | 283,000 | $85.7M | 3.2% | +283,000 | New | History |
| UALUnited Airlines Holdings, Inc. | COM | 517,300 | $70.3M | 2.6% | −559,300−52.0% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 118,500 | $68.8M | 2.5% | +118,500 | New | History |
| NUENucor Corp | COM | 307,156 | $68.4M | 2.5% | +307,156 | New | History |
| UUnity Software Inc. | COM | 2,187,605 | $62.5M | 2.3% | +2,187,605 | New | History |
| AGXArgan Inc | Stock | 76,500 | $61.1M | 2.3% | +76,500 | New | History |
| CLFCleveland-Cliffs Inc. | COM | 6,211,390 | $58.3M | 2.2% | +6,211,390 | New | History |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 980,783 | $54.8M | 2.0% | +980,783 | New | History |
| BABoeing Co | Stock | 203,543 | $44.1M | 1.6% | −207,800−50.5% | Reduced | History |
| INTCIntel Corp | Stock | 275,700 | $38.5M | 1.4% | +275,700 | New | History |
| BTDRBitdeer Technologies Group | CL A ORD SHS | 2,309,082 | $36.6M | 1.4% | +2,309,082 | New | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 200,000 | $34.2M | 1.3% | +200,000 | New | History |
| LIONLionsgate Studios Corp. | COM | 1,786,857 | $27.4M | 1.0% | +1,786,857 | New | History |
| CBRSCerebras Systems Inc. | COM CL A | 107,300 | $23.7M | 0.9% | +107,300 | New | History |
| MDBMongoDB, Inc. | CL A | 60,200 | $20.2M | 0.7% | −208,872−77.6% | Reduced | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 399,180 | $147.8M | 7.1% | History |
| METAMeta Platforms, Inc. | Stock | 146,040 | $83.6M | 4.0% | History |
| AVGOBroadcom Inc. | Stock | 237,140 | $73.4M | 3.5% | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 4,965,100 | $71.3M | 3.4% | History |
| CVNACarvana Co. | CL A | 224,080 | $70.4M | 3.4% | History |
| GOOGLAlphabet Inc. | Stock | 182,800 | $52.6M | 2.5% | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 1,230,580 | $49.6M | 2.4% | History |
| DASHDoorDash, Inc. | Stock | 198,920 | $29.9M | 1.4% | History |