Avala Global LP: summary

Avala Global LP reported 30 positions with a reported value of $2.71B in its 13F for Q2 2026. Compared with Q1 2026: 16 new positions, 8 exited.

Top positions

• SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
• AMAZON COM INC
• Lumentum Holdings Inc
• Hut 8 Corp
• SNOWFLAKE INC COM SHS
• NATERA INC COM
• WESTERN DIGITAL CORP COM
• TAIWAN SEMICONDUCTOR MFG CO LTD
• AMER SPORTS INC
• DATADOG INC CL A COM