account_balance
Investment manager · 13F filer · SEC CIK 1948899
Avala Global LP
Reported value$2.71Bas of Jun 30, 2026
Positions30 16 new, 8 sold out
Top 10 weight53.3%STX alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
STXSeagate Technology Hldngs Pl
8.4%Trimmed −38%
AMZNAmazon.com Inc
7.4%Trimmed −29%
LITELumentum Hldgs Inc
5.8%Trimmed −10%
HUTHut 8 Corp
5.3%Added +249%
SNOWSnowflake Inc
4.7%New
NTRANatera Inc
4.6%Added +202%
WDCWestern Digital Corp
4.5%
TSMTaiwan Semiconductor Manufac
4.4%Trimmed −40%
ASAmer Sports Inc
4.3%Trimmed −21%
DDOGDatadog Inc
4.0%New
CIFRCipher Digital Inc
4.0%New
SGISomnigroup International Inc
4.0%Trimmed −19%
STXSeagate Technology Hldngs Pl
8.4%Trimmed −38%
AMZNAmazon.com Inc
7.4%Trimmed −29%
LITE5.8%HUT5.3%SNOW4.7%NTRA4.6%WDC4.5%TSM4.4%AS4.3%DDOG4.0%CIFR4.0%SGI4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
STX Seagate Technology Hldngs Pl 8.4% Trimmed −38%AMZN Amazon.com Inc 7.4% Trimmed −29%LITE Lumentum Hldgs Inc 5.8% Trimmed −10%HUT Hut 8 Corp 5.3% Added +249%SNOW Snowflake Inc 4.7% NewNTRA Natera Inc 4.6% Added +202%WDC Western Digital Corp 4.5% HeldTSM Taiwan Semiconductor Manufac 4.4% Trimmed −40%AS Amer Sports Inc 4.3% Trimmed −21%DDOG Datadog Inc 4.0% NewCIFR Cipher Digital Inc 4.0% NewSGI Somnigroup International Inc 4.0% Trimmed −19%
What changed