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NEW YORK, NY · CIK 0001948899
New positions
16
Added to
3
Trimmed
10
Exited
8
Avala Global LP (NEW YORK, NY) reported a portfolio value of $2.71B across 30 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 53.3% of the portfolio.
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 |
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