Skip to content
Disclosery

Avala Global LP

Follow

13F filer, CIK 1948899, NEW YORK, NY

Avala Global LP reported $2,712,022,670 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 53.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001948899-26-000008

Period
2026-06-30
Reported value
$2.71B
Holdings
30
Top 10 weight
53.33%
New
16
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNOWnew+505,700$129M
DDOGnew+417,465$109M
CIFRnew+4,413,315$108M
HUTadded+893,662$103M
CORZnew+3,975,334$102M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTexited-399,180-$148M
STXreduced-143,910-$139M
NVDAreduced-608,010-$122M
METAexited-146,040-$83.6M
AMZNreduced-344,700-$82.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001948899-26-000008, largest first. % of portfolio is the value over $2,712,022,670, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,695 shares; 2024Q4: not reported; 2025Q1: 313,000 shares; 2025Q2: 554,430 shares; 2025Q3: 533,430 shares; 2025Q4: 303,430 shares; 2026Q1: 379,430 shares; 2026Q2: 235,520 shares 235,520$227M8.38%-143,910Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777,703 shares; 2024Q4: 825,203 shares; 2025Q1: 847,303 shares; 2025Q2: 665,800 shares; 2025Q3: 526,100 shares; 2025Q4: 966,905 shares; 2026Q1: 1,181,905 shares; 2026Q2: 837,205 shares 837,205$200M7.36%-344,700Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 491,500 shares; 2025Q1: 540,689 shares; 2025Q2: 369,500 shares; 2025Q3: 386,837 shares; 2025Q4: 227,837 shares; 2026Q1: 202,037 shares; 2026Q2: 182,037 shares 182,037$156M5.76%-20,000Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358,900 shares; 2026Q2: 1,252,562 shares 1,252,562$145M5.33%+893,662Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146,800 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505,700 shares 505,700$129M4.75%newTimeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,100 shares; 2026Q2: 460,000 shares 460,000$125M4.6%+307,900Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147,700 shares; 2024Q4: 1,424,200 shares; 2025Q1: 1,041,000 shares; 2025Q2: 235,300 shares; 2025Q3: 189,100 shares; 2025Q4: 189,100 shares; 2026Q1: 189,100 shares; 2026Q2: 189,100 shares 189,100$121M4.45%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,184 shares; 2024Q4: 478,284 shares; 2025Q1: 533,284 shares; 2025Q2: 486,299 shares; 2025Q3: 395,399 shares; 2025Q4: 395,399 shares; 2026Q1: 416,360 shares; 2026Q2: 250,760 shares 250,760$120M4.42%-165,600Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,449,753 shares; 2025Q1: 3,481,237 shares; 2025Q2: 3,197,049 shares; 2025Q3: 3,339,949 shares; 2025Q4: 4,637,149 shares; 2026Q1: 4,355,512 shares; 2026Q2: 3,422,412 shares 3,422,412$116M4.27%-933,100Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,951 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417,465 shares 417,465$109M4.01%newTimeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,413,315 shares 4,413,315$108M3.99%newTimeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781,407 shares; 2024Q4: 700,907 shares; 2025Q1: 1,452,443 shares; 2025Q2: 1,752,693 shares; 2025Q3: 1,449,193 shares; 2025Q4: 1,449,193 shares; 2026Q1: 1,688,893 shares; 2026Q2: 1,375,396 shares 1,375,396$108M3.98%-313,497Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010,010 shares; 2024Q4: 1,010,010 shares; 2025Q1: 1,010,010 shares; 2025Q2: 1,010,010 shares; 2025Q3: 1,010,010 shares; 2025Q4: 1,010,010 shares; 2026Q1: 1,125,510 shares; 2026Q2: 517,500 shares 517,500$104M3.82%-608,010Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,975,334 shares 3,975,334$102M3.75%newTimeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,107,997 shares; 2026Q2: 7,291,665 shares 7,291,665$89.9M3.32%+5,183,668Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 283,000 shares 283,000$85.7M3.16%newTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,600 shares; 2024Q4: 989,900 shares; 2025Q1: 1,221,776 shares; 2025Q2: 1,097,900 shares; 2025Q3: 770,049 shares; 2025Q4: 1,077,749 shares; 2026Q1: 1,076,600 shares; 2026Q2: 517,300 shares 517,300$70.3M2.59%-559,300Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,958 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,500 shares 118,500$68.8M2.54%newTimeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 307,156 shares 307,156$68.4M2.52%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,187,605 shares 2,187,605$62.5M2.31%newTimeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,500 shares 76,500$61.1M2.25%newTimeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,211,390 shares 6,211,390$58.3M2.15%newTimeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 980,783 shares 980,783$54.8M2.02%newTimeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,900 shares; 2026Q1: 411,343 shares; 2026Q2: 203,543 shares 203,543$44.1M1.62%-207,800Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275,700 shares 275,700$38.5M1.42%newTimeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,309,082 shares 2,309,082$36.6M1.35%newTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$34.2M1.26%newTimeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,786,857 shares 1,786,857$27.4M1.01%newTimeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,300 shares 107,300$23.7M0.87%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,400 shares; 2024Q4: 170,200 shares; 2025Q1: 146,043 shares; 2025Q2: not reported; 2025Q3: 274,800 shares; 2025Q4: 299,166 shares; 2026Q1: 269,072 shares; 2026Q2: 60,200 shares 60,200$20.2M0.75%-208,872Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP399,180$148Mshares
METAMETA PLATFORMS INC146,040$83.6Mshares
AVGOBROADCOM INC237,140$73.4Mshares
NUNU HLDGS LTD4,965,100$71.3Mshares
CVNACARVANA CO224,080$70.4Mshares
GOOGLALPHABET INC182,800$52.6Mshares
GDSGDS HLDGS LTD1,230,580$49.6Mshares
DASHDOORDASH INC198,920$29.9Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001948899-26-000008 base2026-08-14acceptance time not in the bulk data set