Holders — by stockHoldings — by fund
Avala Global LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1948899
$2.71B
disclosed book value
30
positions
8.4%
largest position share
Positions, as of 2026-06-30
top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | 235,520 | $227.3M | 8.4% |
| 2 | AMZNAMAZON.COM INC | 837,205 | $199.5M | 7.4% |
| 3 | LITELUMENTUM HLDGS INC | 182,037 | $156.2M | 5.8% |
| 4 | HUTHUT 8 CORP | 1.3M | $144.6M | 5.3% |
| 5 | SNOWSNOWFLAKE INC | 505,700 | $128.7M | 4.7% |
| 6 | NTRANATERA INC | 460,000 | $124.9M | 4.6% |
| 7 | WDCWESTERN DIGITAL CORP | 189,100 | $120.8M | 4.5% |
| 8 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 250,760 | $119.8M | 4.4% |
| 9 | AMER SPORTS INC | 3.4M | $115.8M | 4.3% |
| 10 | DDOGDATADOG INC | 417,465 | $108.7M | 4% |
| 11 | CIFRCIPHER DIGITAL INC | 4.4M | $108.1M | 4% |
| 12 | SGISOMNIGROUP INTERNATIONAL INC | 1.4M | $107.8M | 4% |
| 13 | NVDANVIDIA CORPORATION | 517,500 | $103.5M | 3.8% |
| 14 | CORZCORE SCIENTIFIC INC NEW | 4.0M | $101.7M | 3.8% |
| 15 | COMPCOMPASS INC | 7.3M | $89.9M | 3.3% |
| 16 | BEBLOOM ENERGY CORP | 283,000 | $85.7M | 3.2% |
| 17 | UALUNITED AIRLS HLDGS INC | 517,300 | $70.3M | 2.6% |
| 18 | AMDADVANCED MICRO DEVICES INC | 118,500 | $68.8M | 2.5% |
| 19 | NUENUCOR CORP | 307,156 | $68.4M | 2.5% |
| 20 | UUNITY SOFTWARE INC | 2.2M | $62.5M | 2.3% |
| 21 | AGXARGAN INC | 76,500 | $61.1M | 2.3% |
| 22 | CLFCLEVELAND-CLIFFS INC NEW | 6.2M | $58.3M | 2.2% |
| 23 | FPSFORGENT POWER SOLUTIONS INC | 980,783 | $54.8M | 2% |
| 24 | BABOEING CO | 203,543 | $44.1M | 1.6% |
| 25 | INTCINTEL CORP | 275,700 | $38.5M | 1.4% |
| 26 | BITDEER TECHNOLOGIES GROUP | 2.3M | $36.6M | 1.4% |
| 27 | SPCXSPACE EXPLORATION TECHN CORP | 200,000 | $34.2M | 1.3% |
| 28 | LIONLIONSGATE STUDIOS CORP | 1.8M | $27.4M | 1% |
| 29 | CEREBRAS SYSTEMS INC | 107,300 | $23.7M | 0.9% |
| 30 | MDBMONGODB INC | 60,200 | $20.2M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.