13F-HR filed by Avala Global LP
Avala Global LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 30 holding rows worth $2,712,022,670.
- Accession
- 0001948899-26-000008
- Filer
- CIK 1948899
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 30 entries on the cover page, a total value of $2,712,022,670 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,712,022,670 with VALUE read as dollars as filed, 13F file number 028-23061. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 235,520 | $227,276,800 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 837,205 | $199,539,440 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 182,037 | $156,198,668 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 1,252,562 | $144,602,020 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 505,700 | $128,700,650 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 460,000 | $124,867,000 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 189,100 | $120,781,952 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 250,760 | $119,755,453 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 3,422,412 | $115,814,422 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 417,465 | $108,691,187 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 4,413,315 | $108,126,218 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 1,375,396 | $107,831,046 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 517,500 | $103,546,575 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 3,975,334 | $101,728,797 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 7,291,665 | $89,906,229 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 283,000 | $85,664,100 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 517,300 | $70,347,627 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 118,500 | $68,837,835 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 307,156 | $68,418,999 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 2,187,605 | $62,521,751 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 76,500 | $61,089,075 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 6,211,390 | $58,324,952 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 980,783 | $54,786,538 | dollars as filed | |
| Boeing Company | 097023105 | COM | 203,543 | $44,060,953 | dollars as filed | |
| Intel Corp | 458140100 | COM | 275,700 | $38,495,991 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 2,309,082 | $36,645,131 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 200,000 | $34,172,000 | dollars as filed | |
| LIONSGATE STUDIOS CORP COM | 53626N102 | Stock | 1,786,857 | $27,356,781 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 107,300 | $23,713,300 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 60,200 | $20,221,180 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001948899-26-000008 | this filing | 2026-08-14 | acceptance time not in the bulk data set |