Avala Global LP
31 holdingsFiling period: 2026-06-30Current AUM: $2.54Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SEAGATE TECHNOLOGY HLDNGS PL | 235.5K | $227.3M | $227.3M | 8.94% | -143,910 | 2026-06-30 |
| 2 | AMZN | AMAZON.COM INC | 837.2K | $199.5M | $208.0M | 8.18% | -344,700 | 2026-06-30 |
| 3 | LITE | LUMENTUM HLDGS INC | 182.0K | $156.2M | $152.7M | 6.01% | -20,000 | 2026-06-30 |
| 4 | HUT | HUT 8 CORP | 1.25M | $144.6M | $109.1M | 4.29% | +893.7K | 2026-06-30 |
| 5 | SNOW | SNOWFLAKE INC | 505.7K | $128.7M | $163.3M | 6.42% | -- | 2026-06-30 |
| 6 | NTRA | NATERA INC | 460.0K | $124.9M | $161.4M | 6.35% | +307.9K | 2026-06-30 |
| 7 | WDC | WESTERN DIGITAL CORP | 189.1K | $120.8M | $77.9M | 3.06% | -- | 2026-06-30 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 250.8K | $119.8M | $103.8M | 4.08% | -165,600 | 2026-06-30 |
| 9 | — | AMER SPORTS INC | 3.42M | $115.8M | $115.8M | 4.55% | -933,100 | 2026-06-30 |
| 10 | DDOG | DATADOG INC | 417.5K | $108.7M | $96.1M | 3.78% | -- | 2026-06-30 |
| 11 | CIFR | CIPHER DIGITAL INC | 4.41M | $108.1M | $66.6M | 2.62% | -- | 2026-06-30 |
| 12 | SGI | SOMNIGROUP INTERNATIONAL INC | 1.38M | $107.8M | $89.9M | 3.54% | -313,497 | 2026-06-30 |
| 13 | NVDA | NVIDIA CORPORATION | 517.5K | $103.5M | $109.8M | 4.32% | -608,010 | 2026-06-30 |
| 14 | CORZ | CORE SCIENTIFIC INC NEW | 3.98M | $101.7M | $63.8M | 2.51% | -- | 2026-06-30 |
| 15 | COMP | COMPASS INC | 7.29M | $89.9M | $75.5M | 2.97% | +5.18M | 2026-06-30 |
| 16 | BE | BLOOM ENERGY CORP | 283.0K | $85.7M | $73.4M | 2.89% | -- | 2026-06-30 |
| 17 | UAL | UNITED AIRLS HLDGS INC | 517.3K | $70.3M | $55.3M | 2.18% | -559,300 | 2026-06-30 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 118.5K | $68.8M | $59.7M | 2.35% | -- | 2026-06-30 |
| 19 | NUE | NUCOR CORP | 307.2K | $68.4M | $79.5M | 3.13% | -- | 2026-06-30 |
| 20 | U | UNITY SOFTWARE INC | 2.19M | $62.5M | $94.1M | 3.70% | -- | 2026-06-30 |
| 21 | AGX | ARGAN INC | 76.5K | $61.1M | $29.7M | 1.17% | -- | 2026-06-30 |
| 22 | CLF | CLEVELAND-CLIFFS INC NEW | 6.21M | $58.3M | $73.2M | 2.88% | -- | 2026-06-30 |
| 23 | FPS | FORGENT POWER SOLUTIONS INC | 980.8K | $54.8M | $30.8M | 1.21% | -- | 2026-06-30 |
| 24 | BA | BOEING CO | 203.5K | $44.1M | $42.7M | 1.68% | -207,800 | 2026-06-30 |
| 25 | INTC | INTEL CORP | 275.7K | $38.5M | $26.8M | 1.05% | -- | 2026-06-30 |
← Scroll →
Page 1 of 2