Avala Global LP
Net buyer this quarter
$2.71B
30
+$31.8M
53.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 STX | $227M | 8.38% | 0.11% | -37.9% | Q4 2023 |
 AMZN | $200M | 7.36% | 0.01% | -29.2% | Q2 2023 |
 LITE | $156M | 5.76% | 0.21% | -9.9% | Q4 2024 |
 HUT | $145M | 5.33% | 1.02% | +249.0% | Q1 2026 |
 SNOW | $129M | 4.75% | 0.15% | Not reported | Q3 2025 |
 NTRA | $125M | 4.60% | 0.32% | +202.4% | Q1 2026 |
 WDC | $121M | 4.45% | 0.05% | Not reported | Q1 2024 |
 TSM | $120M | 4.42% | 0.00% | -39.8% | Q1 2023 |
 AS | $116M | 4.27% | 0.61% | -21.4% | Q4 2024 |
 DDOG | $109M | 4.01% | 0.53% | Not reported | Q2 2025 |
 CIFR | $108M | 3.99% | 1.07% | New | Q2 2026 |
 SGI | $108M | 3.98% | 0.65% | -18.6% | Q4 2022 |
 NVDA | $104M | 3.82% | 0.00% | -54.0% | Q4 2022 |
 CORZ | $102M | 3.75% | 1.24% | New | Q2 2026 |
 COMP | $89.9M | 3.32% | 0.97% | +245.9% | Q1 2026 |
 BE | $85.7M | 3.16% | 0.10% | New | Q2 2026 |
 UAL | $70.3M | 2.59% | 0.16% | -52.0% | Q3 2024 |
 AMD | $68.8M | 2.54% | 0.01% | Not reported | Q4 2022 |
 NUE | $68.4M | 2.52% | 0.13% | New | Q2 2026 |
 U | $62.5M | 2.31% | 0.50% | New | Q2 2026 |
 AGX | $61.1M | 2.25% | 0.55% | New | Q2 2026 |
 CLF | $58.3M | 2.15% | 1.09% | New | Q2 2026 |
 FPS | $54.8M | 2.02% | Not reported | New | Q2 2026 |
 BA | $44.1M | 1.62% | 0.03% | -50.5% | Q4 2025 |
 INTC | $38.5M | 1.42% | 0.01% | New | Q2 2026 |
 BTDR | $36.6M | 1.35% | 0.98% | New | Q2 2026 |
 SPCX | $34.2M | 1.26% | Not reported | New | Q2 2026 |
 LION | $27.4M | 1.01% | 0.61% | New | Q2 2026 |
 CBRS | $23.7M | 0.87% | Not reported | New | Q2 2026 |
 MDB | $20.2M | 0.75% | 0.07% | -77.6% | Q2 2023 |
| Q1 2026 | |||||
| AMZN | $246M | 11.83% | 0.01% | +22.2% | Q2 2023 |
| NVDA | $196M | 9.43% | 0.00% | +11.4% | Q4 2022 |
| STX | $149M | 7.14% | 0.17% | +25.1% | Q4 2023 |
 MSFT | $148M | 7.10% | 0.01% | +15.7% | Q4 2022 |
| AS | $143M | 6.89% | 0.78% | -6.1% | Q4 2024 |
| LITE | $142M | 6.82% | 0.28% | -11.3% | Q4 2024 |
| TSM | $141M | 6.76% | 0.00% | +5.3% | Q1 2023 |
| SGI | $125M | 6.00% | 0.80% | +16.5% | Q4 2022 |
| UAL | $99.1M | 4.76% | 0.33% | -0.1% | Q3 2024 |
 META | $83.6M | 4.01% | Not reported | +234.6% | Q1 2023 |
| BA | $81.9M | 3.93% | 0.05% | +142.1% | Q4 2025 |
 AVGO | $73.4M | 3.53% | 0.01% | +118.0% | Q3 2025 |
 NU | $71.3M | 3.43% | Not reported | -13.9% | Q4 2023 |
 CVNA | $70.4M | 3.38% | Not reported | +4.6% | Q3 2024 |
| MDB | $65.9M | 3.16% | 0.33% | -10.1% | Q2 2023 |
 GOOGL | $52.6M | 2.53% | 0.00% | +43.4% | Q4 2025 |
| WDC | $51.1M | 2.46% | 0.06% | Not reported | Q1 2024 |
 GDS | $49.6M | 2.38% | 0.13% | New | Q1 2026 |
| NTRA | $30.4M | 1.46% | 0.11% | New | Q1 2026 |
 DASH | $29.9M | 1.44% | Not reported | New | Q1 2026 |
| HUT | $16.8M | 0.81% | 0.32% | New | Q1 2026 |
| COMP | $15.4M | 0.74% | 0.28% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $223M | 10.68% | 0.01% | +83.8% | Q2 2023 |
| NVDA | $188M | 9.01% | 0.00% | Not reported | Q4 2022 |
| AS | $173M | 8.29% | 0.83% | +38.8% | Q4 2024 |
| MSFT | $167M | 7.99% | 0.00% | Not reported | Q4 2022 |
| SGI | $129M | 6.19% | 0.69% | Not reported | Q4 2022 |
| MDB | $126M | 6.01% | 0.37% | +8.9% | Q2 2023 |
| UAL | $121M | 5.77% | 0.33% | +40.0% | Q3 2024 |
| TSM | $120M | 5.75% | 0.00% | Not reported | Q1 2023 |
| NU | $96.5M | 4.62% | Not reported | +19.8% | Q4 2023 |
| CVNA | $90.4M | 4.32% | Not reported | +11.7% | Q3 2024 |
| LITE | $84M | 4.02% | 0.32% | -41.1% | Q4 2024 |
| STX | $83.6M | 4.00% | 0.14% | -43.1% | Q4 2023 |
 ADSK | $80.1M | 3.83% | 0.13% | -7.8% | Q1 2025 |
 ECHO | $50.5M | 2.42% | 0.97% | New | Q4 2025 |
 SE | $44.4M | 2.13% | 0.20% | -22.9% | Q2 2025 |
| GOOGL | $39.9M | 1.91% | 0.00% | New | Q4 2025 |
| AVGO | $37.6M | 1.80% | 0.00% | -49.1% | Q3 2025 |
| BA | $36.9M | 1.77% | 0.02% | New | Q4 2025 |
| WDC | $32.6M | 1.56% | 0.06% | Not reported | Q1 2024 |
| META | $28.8M | 1.38% | Not reported | -60.8% | Q1 2023 |
 RKT | $21.8M | 1.04% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $188M | 7.79% | 0.00% | Not reported | Q4 2022 |
| MSFT | $179M | 7.39% | 0.00% | -3.1% | Q4 2022 |
 GEV | $148M | 6.10% | 0.09% | -3.3% | Q2 2024 |
| STX | $126M | 5.20% | 0.25% | -3.8% | Q4 2023 |
| SGI | $122M | 5.05% | 0.69% | -17.3% | Q4 2022 |
| AS | $116M | 4.80% | 0.60% | +4.5% | Q4 2024 |
| AMZN | $116M | 4.77% | 0.00% | -21.0% | Q2 2023 |
 RDDT | $112M | 4.64% | Not reported | -4.1% | Q1 2024 |
| TSM | $110M | 4.56% | 0.00% | -18.7% | Q1 2023 |
| ADSK | $93.3M | 3.86% | 0.14% | +43.8% | Q1 2025 |
| MDB | $85.3M | 3.52% | 0.34% | Not reported | Q2 2023 |
| META | $81.7M | 3.38% | Not reported | +22.8% | Q1 2023 |
| SE | $80.7M | 3.34% | 0.26% | +36.8% | Q2 2025 |
| NU | $77M | 3.18% | Not reported | +229.4% | Q4 2023 |
| UAL | $74.3M | 3.07% | 0.24% | -29.9% | Q3 2024 |
| CVNA | $72.3M | 2.99% | Not reported | +2.6% | Q3 2024 |
| AVGO | $70.5M | 2.91% | 0.00% | New | Q3 2025 |
 CRS | $66.2M | 2.74% | 0.54% | Not reported | Q2 2024 |
| LITE | $62.9M | 2.60% | 0.55% | +4.7% | Q4 2024 |
 APP | $57.3M | 2.37% | 0.02% | New | Q3 2025 |
 VST | $50.8M | 2.10% | 0.08% | Not reported | Q3 2024 |
 WWD | $37.7M | 1.56% | 0.25% | -42.9% | Q2 2024 |
 NCLH | $35.7M | 1.48% | 0.32% | New | Q3 2025 |
| SNOW | $33.1M | 1.37% | 0.04% | New | Q3 2025 |
 WIX | $29.5M | 1.22% | 0.30% | Not reported | Q4 2023 |
 SPOT | $28.8M | 1.19% | 0.02% | +75.0% | Q3 2024 |
| WDC | $22.7M | 0.94% | 0.05% | -19.6% | Q1 2024 |
 DKS | $17.4M | 0.72% | 0.08% | New | Q3 2025 |