Avala Global LP — 13F holdings

Avala Global LP reported 30 holdings worth $2.71B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. STX SEAGATE TECHNOLOGY HLDNGS PL — $227M (8.4%)
2. AMZN AMAZON COM INC — $200M (7.4%)
3. LITE LUMENTUM HLDGS INC — $156M (5.8%)
4. HUT HUT 8 CORP — $145M (5.3%)
5. SNOW SNOWFLAKE INC — $129M (4.7%)
6. NTRA NATERA INC — $125M (4.6%)
7. WDC WESTERN DIGITAL CORP — $121M (4.5%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $120M (4.4%)
9. AS AMER SPORTS INC — $116M (4.3%)
10. DDOG DATADOG INC — $109M (4.0%)