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NEW YORK, NY · CIK 0001948899
New positions
16
Added to
3
Trimmed
10
Exited
8
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | STXSEAGATE TECHNOLOGY HLDNGS PL | $227.28M | 8.38% | -37.9% |
| 2 | AMZNAMAZON.COM INC | $199.54M | 7.36% | -29.2% |
| 3 | LITELUMENTUM HLDGS INC | $156.20M | 5.76% | -9.9% |
| 4 | HUTHUT 8 CORP | $144.60M | 5.33% | +249.0% |
| 5 | SNOWSNOWFLAKE INC | $128.70M | 4.75% | New |
| 6 | NTRANATERA INC | $124.87M | 4.60% | +202.4% |
| 7 | WDCWESTERN DIGITAL CORP | $120.78M | 4.45% | - |
| 8 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $119.76M | 4.42% | -39.8% |
| 9 | ASAMER SPORTS INC | $115.81M | 4.27% | -21.4% |
| 10 | DDOGDATADOG INC | $108.69M | 4.01% | New |
| Stock | Value | Shares |
|---|---|---|
| SNOWSNOWFLAKE INC | $128.70M | 505,700 |
| DDOGDATADOG INC | $108.69M | 417,465 |
| CIFRCIPHER DIGITAL INC | $108.13M | 4,413,315 |
| CORZCORE SCIENTIFIC INC NEW | $101.73M | 3,975,334 |
| BEBLOOM ENERGY CORP | $85.66M | 283,000 |
| AMDADVANCED MICRO DEVICES INC | $68.84M | 118,500 |
| NUENUCOR CORP | $68.42M | 307,156 |
| UUNITY SOFTWARE INC | $62.52M | 2,187,605 |
| AGXARGAN INC | $61.09M | 76,500 |
| CLFCLEVELAND-CLIFFS INC NEW | $58.32M | 6,211,390 |
As of Q2 2026, Avala Global LP reported a portfolio value of $2.71B across 30 positions in their 13F filing.
Avala Global LP's largest holding is STX with a position worth $227.28M. Their top holdings include STX, AMZN, LITE, HUT, SNOW.
In Q2 2026, Avala Global LP made the following changes to their portfolio: 16 new positions, 8 positions sold out, 3 positions increased, 10 positions reduced.
Avala Global LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when Avala Global LP files new 13F holdings.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.