Avala Global LP

CIK 0001948899 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Avala Global LP reported 30 positions worth $2.71B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: STX (8.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.71B
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.3%
Est. Net Flow (Q)
2026 Q2
10 / 30 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1STXSEAGATE TECHNOLOGY HLDNGS PLSH$227.3M8.38%235,520
2AMZNAMAZON.COM INCSH$199.5M7.36%837,205
3LITELUMENTUM HLDGS INCSH$156.2M5.76%182,037
4HUTHUT 8 CORPSH$144.6M5.33%1,252,562
5SNOWSNOWFLAKE INCSH$128.7M4.75%505,700
6NTRANATERA INCSH$124.9M4.60%460,000
7WDCWESTERN DIGITAL CORPSH$120.8M4.45%189,100
8TSMTAIWAN SEMICONDUCTOR MANUFACSH$119.8M4.42%250,760
9ASAMER SPORTS INCSH$115.8M4.27%3,422,412
10DDOGDATADOG INCSH$108.7M4.01%417,465

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Avala Global LP hold as of Q2 2026?

Avala Global LP reported 30 positions worth $2.71B in its Q2 2026 13F filing. Largest positions: STX (8.4%), AMZN (7.4%), LITE (5.8%), HUT (5.3%) and SNOW (4.7%).

What did Avala Global LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Avala Global LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.