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Avala Global LP 13F holdings

Filed 2026-08-14 · Avala Global LP · 30 positions · $2.7B

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TickerCompanySharesValue% of portfolio
STXSEAGATE TECHNOLOGY HLDNGS PL235.5K$227.3M8.4%
AMZNAMAZON.COM INC837.2K$199.5M7.4%
LITELUMENTUM HLDGS INC182.0K$156.2M5.8%
HUTHUT 8 CORP1.3M$144.6M5.3%
SNOWSNOWFLAKE INC505.7K$128.7M4.7%
NTRANATERA INC460.0K$124.9M4.6%
WDCWESTERN DIGITAL CORP189.1K$120.8M4.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC250.8K$119.8M4.4%
—AMER SPORTS INC3.4M$115.8M4.3%
DDOGDATADOG INC417.5K$108.7M4.0%
CIFRCIPHER DIGITAL INC4.4M$108.1M4.0%
SGISOMNIGROUP INTERNATIONAL INC1.4M$107.8M4.0%
NVDANVIDIA CORPORATION517.5K$103.5M3.8%
CORZCORE SCIENTIFIC INC NEW4.0M$101.7M3.8%
COMPCOMPASS INC7.3M$89.9M3.3%
BEBLOOM ENERGY CORP283.0K$85.7M3.2%
UALUNITED AIRLS HLDGS INC517.3K$70.3M2.6%
AMDADVANCED MICRO DEVICES INC118.5K$68.8M2.5%
NUENUCOR CORP307.2K$68.4M2.5%
UUNITY SOFTWARE INC2.2M$62.5M2.3%
AGXARGAN INC76.5K$61.1M2.3%
CLFCLEVELAND-CLIFFS INC NEW6.2M$58.3M2.2%
FORGENTFORGENT POWER SOLUTIONS INC980.8K$54.8M2.0%
BABOEING CO203.5K$44.1M1.6%
INTCINTEL CORP275.7K$38.5M1.4%
BTDRBITDEER TECHNOLOGIES GROUP2.3M$36.6M1.4%
SPCXSPACE EXPLORATION TECHN CORP200.0K$34.2M1.3%
LIONLIONSGATE STUDIOS CORP1.8M$27.4M1.0%
CBRSCEREBRAS SYSTEMS INC107.3K$23.7M0.9%
MDBMONGODB INC60.2K$20.2M0.7%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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