Avala Global Lp Top Holdings and 13F Report (2026) About Avala Global LpInvestment ActivityAvala Global Lp has $2.71 billion in total holdings as of June 30, 2026.Avala Global Lp owns shares of 30 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 48.60% of the portfolio was purchased this quarter.About 46.64% of the portfolio was sold this quarter.This quarter, Avala Global Lp has purchased 22 new stocks and bought additional shares in 3 stocks.Avala Global Lp sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings Seagate Technology $227,276,800Amazon.com $199,539,440Lumentum $156,198,668HUT 8 CORP $144,602,020Snowflake $128,700,650 Largest New Holdings this Quarter 833445109 - Snowflake $128,700,650 Holding23804L103 - Datadog $108,691,187 Holding17253J106 - Cipher Mining $108,126,218 Holding21874A106 - CORE SCIENTIFIC INC NEW $101,728,797 Holding093712107 - Bloom Energy $85,664,100 Holding Largest Purchases this Quarter Snowflake 505,700 shares (about $128.70M)Datadog 417,465 shares (about $108.69M)Cipher Mining 4,413,315 shares (about $108.13M)HUT 8 CORP 893,662 shares (about $103.17M)CORE SCIENTIFIC INC NEW 3,975,334 shares (about $101.73M) Largest Sales this Quarter Seagate Technology 143,910 shares (about $138.87M)NVIDIA 608,010 shares (about $121.66M)Amazon.com 344,700 shares (about $82.16M)Taiwan Semiconductor Manufacturing 165,600 shares (about $79.09M)United Airlines 559,300 shares (about $76.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvala Global Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTXSeagate Technology$227,276,800$138,873,150 â–¼-37.9%235,5208.4%TechnologyAMZNAmazon.com$199,539,440$82,155,798 â–¼-29.2%837,2057.4%Consumer DiscretionaryLITELumentum$156,198,668$17,161,200 â–¼-9.9%182,0375.8%TechnologyHUT 8 CORP$144,602,020$103,168,810 â–²249.0%1,252,5625.3%COMSNOWSnowflake$128,700,650$128,700,650 â–²New Holding505,7004.7%TechnologyNTRANatera$124,867,000$83,579,455 â–²202.4%460,0004.6%HealthcareWDCWestern Digital$120,781,9520.0%189,1004.5%TechnologyTSMTaiwan Semiconductor Manufacturing$119,755,453$79,085,592 â–¼-39.8%250,7604.4%TechnologyAMER SPORTS INC$115,814,422$31,576,104 â–¼-21.4%3,422,4124.3%COM SHSDDOGDatadog$108,691,187$108,691,187 â–²New Holding417,4654.0%TechnologyCIFRCipher Mining$108,126,218$108,126,218 â–²New Holding4,413,3154.0%TechnologySOMNIGROUP INTERNATIONAL INC$107,831,046$24,578,165 â–¼-18.6%1,375,3964.0%COMNVDANVIDIA$103,546,575$121,656,721 â–¼-54.0%517,5003.8%TechnologyCORE SCIENTIFIC INC NEW$101,728,797$101,728,797 â–²New Holding3,975,3343.8%COMCOMPCompass$89,906,229$63,914,626 â–²245.9%7,291,6653.3%Real EstateBEBloom Energy$85,664,100$85,664,100 â–²New Holding283,0003.2%IndustrialsUALUnited Airlines$70,347,627$76,059,207 â–¼-52.0%517,3002.6%IndustrialsAMDAdvanced Micro Devices$68,837,835$68,837,835 â–²New Holding118,5002.5%TechnologyNUENucor$68,418,999$68,418,999 â–²New Holding307,1562.5%MaterialsUUnity Software$62,521,751$62,521,751 â–²New Holding2,187,6052.3%TechnologyAGXArgan$61,089,075$61,089,075 â–²New Holding76,5002.3%IndustrialsCLFCleveland-Cliffs$58,324,952$58,324,952 â–²New Holding6,211,3902.2%MaterialsFORGENT POWER SOLUTIONS INC$54,786,538$54,786,538 â–²New Holding980,7832.0%COM SHS CL ABABoeing$44,060,953$44,982,466 â–¼-50.5%203,5431.6%IndustrialsINTCIntel$38,495,991$38,495,991 â–²New Holding275,7001.4%TechnologyBTDRBitdeer Technologies Group$36,645,131$36,645,131 â–²New Holding2,309,0821.4%TechnologySPACE EXPLORATION TECHN CORP$34,172,000$34,172,000 â–²New Holding200,0001.3%CLASS A COM STKLIONSGATE STUDIOS CORP$27,356,781$27,356,781 â–²New Holding1,786,8571.0%COMCEREBRAS SYSTEMS INC$23,713,300$23,713,300 â–²New Holding107,3000.9%COM CL AMDBMongoDB$20,221,180$70,160,105 â–¼-77.6%60,2000.7%TechnologyMSFTMicrosoft$0$147,764,461 â–¼-100.0%00.0%TechnologyMETAMeta Platforms$0$83,553,865 â–¼-100.0%00.0%Communication ServicesAVGOBroadcom$0$73,397,201 â–¼-100.0%00.0%TechnologyNUNU$0$71,348,487 â–¼-100.0%00.0%FinanceCVNACarvana$0$70,446,270 â–¼-100.0%00.0%Consumer DiscretionaryGOOGLAlphabet$0$52,565,968 â–¼-100.0%00.0%Communication ServicesGDSGDS$0$49,580,068 â–¼-100.0%00.0%TechnologyDOORDASH INC$0$29,867,838 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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