§ 13F · FUND PROFILE
Avala Global LP.
AUM · $2.7B (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.1B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 236K | $227M | 8.4% | −38% |
| 2 | AMZN | AMAZON.COM INC | 837K | $200M | 7.4% | −29% |
| 3 | LITE | LUMENTUM HLDGS INC | 182K | $156M | 5.8% | −10% |
| 4 | HUT | HUT 8 CORP | 1.25M | $145M | 5.3% | +249% |
| 5 | SNOW | SNOWFLAKE INC | 506K | $129M | 4.7% | NEW |
| 6 | NTRA | NATERA INC | 460K | $125M | 4.6% | +202% |
| 7 | WDC | WESTERN DIGITAL CORP | 189K | $121M | 4.5% | ±0% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 251K | $120M | 4.4% | −40% |
| 9 | AS | AMER SPORTS INC | 3.42M | $116M | 4.3% | −21% |
| 10 | DDOG | DATADOG INC | 417K | $109M | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVALA SIGNAL
AC read
Avala Global LP is a Other fund managing $2.7 billion in assets. The fund runs a portfolio of 30 positions.
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