Holdings
Avala Global LP
As of Jun 30, 2026, Avala Global LP reported 29 positions worth US$2.48B. Largest: Amazon.com, Inc., Lumentum Holdings Inc. and Hut 8 Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 837K | US$200M | −345K | Jun 30, 2026 |
| Lumentum Holdings Inc. | 182K | US$156M | −20,000 | Jun 30, 2026 |
| Hut 8 Corp. | 1.25M | US$145M | +894K | Jun 30, 2026 |
| Snowflake Inc. | 506K | US$129M | new | Jun 30, 2026 |
| Natera, Inc. | 460K | US$125M | +308K | Jun 30, 2026 |
| Western Digital Corporation | 189K | US$121M | no change | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 251K | US$120M | −166K | Jun 30, 2026 |
| Amer Sports, Inc. | 3.42M | US$116M | −933K | Jun 30, 2026 |
| Datadog, Inc. | 417K | US$109M | new | Jun 30, 2026 |
| Cipher Digital Inc. | 4.41M | US$108M | new | Jun 30, 2026 |