Avala Global LP
Avala Global LP reported 30 holdings worth US$2.71B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Avala Global LP reported 30 holdings worth US$2.71B as of Jun 30, 2026. Largest: Amazon.com, Inc., Lumentum Holdings Inc. and Hut 8 Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$2.71B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 837K | US$200M | 7.4% |
| Lumentum Holdings Inc. | 182K | US$156M | 5.8% |
| Hut 8 Corp. | 1.25M | US$145M | 5.3% |
| Snowflake Inc. | 506K | US$129M | 4.7% |
| Natera, Inc. | 460K | US$125M | 4.6% |
| Western Digital Corporation | 189K | US$121M | 4.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 251K | US$120M | 4.4% |
| Amer Sports, Inc. | 3.42M | US$116M | 4.3% |
| Datadog, Inc. | 417K | US$109M | 4.0% |
| Cipher Digital Inc. | 4.41M | US$108M | 4.0% |
| Somnigroup International Inc. | 1.38M | US$108M | 4.0% |
| Nvidia Corporation | 518K | US$104M | 3.8% |
| Core Scientific, Inc. | 3.98M | US$102M | 3.8% |
| Compass, Inc. | 7.29M | US$89.9M | 3.3% |
| Bloom Energy Corporation | 283K | US$85.7M | 3.2% |
| United Airlines Holdings, Inc. | 517K | US$70.3M | 2.6% |
| Advanced Micro Devices Inc | 119K | US$68.8M | 2.5% |
| Nucor Corporation | 307K | US$68.4M | 2.5% |
| Unity Software Inc. | 2.19M | US$62.5M | 2.3% |
| Argan, Inc. | 76,500 | US$61.1M | 2.3% |
| Cleveland-cliffs Inc. | 6.21M | US$58.3M | 2.2% |
| Forgent Power Solutions, Inc. | 981K | US$54.8M | 2.0% |
| Boeing Company (the) | 204K | US$44.1M | 1.6% |
| Intel Corporation | 276K | US$38.5M | 1.4% |
| Bitdeer Technologies Group | 2.31M | US$36.6M | 1.4% |
| Space Exploration Technologies Corp | 200K | US$34.2M | 1.3% |
| Lionsgate Studios Corp | 1.79M | US$27.4M | 1.0% |
| Cerebras Systems Inc. | 107K | US$23.7M | 0.87% |
| Mongodb, Inc. | 60,200 | US$20.2M | 0.75% |
| Nu Holdings Ltd. | 0 | US$0 | 0.00% |
| Gds Holdings Ltd. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Carvana Co. | 0 | US$0 | 0.00% |
| Doordash, Inc. | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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