Avala Global LP
31 holdingsFiling period: 2026-06-30Current AUM: $2.53Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Seagate Technology Hldngs PL | 235.5K | $227.3M | $227.3M | 9.00% | -143,910 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 837.2K | $199.5M | $211.9M | 8.39% | -344,700 | 2026-06-30 |
| 3 | LITE | Lumentum Hldgs Inc | 182.0K | $156.2M | $157.7M | 6.24% | -20,000 | 2026-06-30 |
| 4 | HUT | Hut 8 Corp | 1.25M | $144.6M | $84.3M | 3.34% | +893.7K | 2026-06-30 |
| 5 | SNOW | Snowflake Inc | 505.7K | $128.7M | $170.6M | 6.75% | -- | 2026-06-30 |
| 6 | NTRA | Natera Inc | 460.0K | $124.9M | $189.0M | 7.48% | +307.9K | 2026-06-30 |
| 7 | WDC | Western Digital Corp | 189.1K | $120.8M | $72.0M | 2.85% | -- | 2026-06-30 |
| 8 | TSM | Taiwan Semiconductor Manufac | 250.8K | $119.8M | $109.5M | 4.34% | -165,600 | 2026-06-30 |
| 9 | — | Amer Sports Inc | 3.42M | $115.8M | $115.8M | 4.58% | -933,100 | 2026-06-30 |
| 10 | DDOG | Datadog Inc | 417.5K | $108.7M | $117.2M | 4.64% | -- | 2026-06-30 |
| 11 | CIFR | Cipher Digital Inc | 4.41M | $108.1M | $37.4M | 1.48% | -- | 2026-06-30 |
| 12 | SGI | Somnigroup International Inc | 1.38M | $107.8M | $86.8M | 3.44% | -313,497 | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 517.5K | $103.5M | $112.8M | 4.46% | -608,010 | 2026-06-30 |
| 14 | CORZ | Core Scientific Inc New | 3.98M | $101.7M | $56.7M | 2.24% | -- | 2026-06-30 |
| 15 | COMP | Compass Inc | 7.29M | $89.9M | $70.9M | 2.81% | +5.18M | 2026-06-30 |
| 16 | BE | Bloom Energy Corp | 283.0K | $85.7M | $61.8M | 2.45% | -- | 2026-06-30 |
| 17 | UAL | United Airls Hldgs Inc | 517.3K | $70.3M | $54.2M | 2.14% | -559,300 | 2026-06-30 |
| 18 | AMD | Advanced Micro Devices Inc | 118.5K | $68.8M | $66.4M | 2.63% | -- | 2026-06-30 |
| 19 | NUE | Nucor Corp | 307.2K | $68.4M | $83.2M | 3.29% | -- | 2026-06-30 |
| 20 | U | Unity Software Inc | 2.19M | $62.5M | $87.7M | 3.47% | -- | 2026-06-30 |
| 21 | AGX | Argan Inc | 76.5K | $61.1M | $26.1M | 1.03% | -- | 2026-06-30 |
| 22 | CLF | Cleveland-Cliffs Inc New | 6.21M | $58.3M | $86.3M | 3.42% | -- | 2026-06-30 |
| 23 | FPS | Forgent Power Solutions Inc | 980.8K | $54.8M | $26.5M | 1.05% | -- | 2026-06-30 |
| 24 | BA | Boeing Co | 203.5K | $44.1M | $34.2M | 1.35% | -207,800 | 2026-06-30 |
| 25 | INTC | Intel Corp | 275.7K | $38.5M | $25.8M | 1.02% | -- | 2026-06-30 |
← Scroll →
Page 1 of 2