Avala Global LP
CIK 1948899
13F filing for Q2 2026・No. 1,373
- Holdings
- US$2.71B
- Quarter change
- +US$630.82M
- Entries
- 30
- Net bought (estimate)
- +US$236.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 8
- Cut 9
- Added 4
- Corporate actions 0
- Unchanged 1
Largest holdings
30 stocks worth US$2.71B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | AddedSplit 1:2 | 235,520 | US$227.28M | 8.38% |
| AMZNAmazonCOM | Cut | 837,205 | US$199.54M | 7.36% |
| LITELUMENTUM HLDGS INCCOM | Cut | 182,037 | US$156.2M | 5.76% |
| HUTHUT 8 CORPCOM | Added | 1,252,562 | US$144.6M | 5.33% |
| SNOWSNOWFLAKE INCCOM SHS | New | 505,700 | US$128.7M | 4.75% |
| NTRANATERA INCCOM | Added | 460,000 | US$124.87M | 4.60% |
| WDCWESTERN DIGITAL CORPCOM | Unchanged | 189,100 | US$120.78M | 4.45% |
| TSMTSMC ADRSPONSORED ADS | Cut | 250,760 | US$119.76M | 4.42% |
| ASAMER SPORTS INCCOM SHS | Cut | 3,422,412 | US$115.81M | 4.27% |
| DDOGDATADOG INCCL A COM | New | 417,465 | US$108.69M | 4.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.