Avala Global
$2.7B 13F equity value
38 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Avala Global covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 235,520 | $227M | 8.4% |
| AMZN | AMAZON.COM INC | 837,205 | $200M | 7.4% |
| LITE | LUMENTUM HLDGS INC | 182,037 | $156M | 5.8% |
| HUT | HUT 8 CORP | 1,252,562 | $145M | 5.3% |
| SNOW | SNOWFLAKE INC | 505,700 | $129M | 4.7% |
| NTRA | NATERA INC | 460,000 | $125M | 4.6% |
| WDC | WESTERN DIGITAL CORP | 189,100 | $121M | 4.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 250,760 | $120M | 4.4% |
| AS | AMER SPORTS INC | 3,422,412 | $116M | 4.3% |
| DDOG | DATADOG INC | 417,465 | $109M | 4.0% |
Track Avala Global's 13F portfolio: $2.7B in reported holdings, 38 positions. Top holdings and quarterly changes on SentiSense.
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