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Avala Global LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,712,022,670
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $227,276,800
- AMAZON.COM INC · COM · 023135106 · shares: $199,539,440
- LUMENTUM HLDGS INC · COM · 55024U109 · shares: $156,198,668
- HUT 8 CORP · COM · 44812J104 · shares: $144,602,020
- SNOWFLAKE INC · COM SHS · 833445109 · shares: $128,700,650
- NATERA INC · COM · 632307104 · shares: $124,867,000
- WESTERN DIGITAL CORP · COM · 958102105 · shares: $120,781,952
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $119,755,453
- AMER SPORTS INC · COM SHS · G0260P102 · shares: $115,814,422
- DATADOG INC · CL A COM · 23804L103 · shares: $108,691,187
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 235,520 shares | $227,276,800 |
| AMAZON.COM INC | COM | 023135106 | — | 837,205 shares | $199,539,440 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 182,037 shares | $156,198,668 |
| HUT 8 CORP | COM | 44812J104 | — | 1,252,562 shares | $144,602,020 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 505,700 shares | $128,700,650 |
| NATERA INC | COM | 632307104 | — | 460,000 shares | $124,867,000 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 189,100 shares | $120,781,952 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 250,760 shares | $119,755,453 |
| AMER SPORTS INC | COM SHS | G0260P102 | — | 3,422,412 shares | $115,814,422 |
| DATADOG INC | CL A COM | 23804L103 | — | 417,465 shares | $108,691,187 |
| CIPHER DIGITAL INC | COM | 17253J106 | — | 4,413,315 shares | $108,126,218 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 1,375,396 shares | $107,831,046 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 517,500 shares | $103,546,575 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | — | 3,975,334 shares | $101,728,797 |
| COMPASS INC | CL A | 20464U100 | — | 7,291,665 shares | $89,906,229 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 283,000 shares | $85,664,100 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 517,300 shares | $70,347,627 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 118,500 shares | $68,837,835 |
| NUCOR CORP | COM | 670346105 | — | 307,156 shares | $68,418,999 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 2,187,605 shares | $62,521,751 |
| ARGAN INC | COM | 04010E109 | — | 76,500 shares | $61,089,075 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | — | 6,211,390 shares | $58,324,952 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 980,783 shares | $54,786,538 |
| BOEING CO | COM | 097023105 | — | 203,543 shares | $44,060,953 |
| INTEL CORP | COM | 458140100 | — | 275,700 shares | $38,495,991 |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | G11448100 | — | 2,309,082 shares | $36,645,131 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 200,000 shares | $34,172,000 |
| LIONSGATE STUDIOS CORP | COM | 53626N102 | — | 1,786,857 shares | $27,356,781 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 107,300 shares | $23,713,300 |
| MONGODB INC | CL A | 60937P106 | — | 60,200 shares | $20,221,180 |