Avala Global as of June 30, 2026
Portfolio Holdings for Avala Global
Avala Global holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 8.4 | $227M | 236k | 965.00 | |
| Amazon (AMZN) | 7.4 | $200M | 837k | 238.34 | |
| Lumentum Hldgs (LITE) | 5.8 | $156M | 182k | 858.06 | |
| Hut 8 Corp (HUT) | 5.3 | $145M | 1.3M | 115.44 | |
| Snowflake Com Shs (SNOW) | 4.7 | $129M | 506k | 254.50 | |
| Natera (NTRA) | 4.6 | $125M | 460k | 271.45 | |
| Western Digital (WDC) | 4.5 | $121M | 189k | 638.72 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.4 | $120M | 251k | 477.57 | |
| Amer Sports Com Shs (AS) | 4.3 | $116M | 3.4M | 33.84 | |
| Datadog Cl A Com (DDOG) | 4.0 | $109M | 418k | 260.36 | |
| Cipher Mining (CIFR) | 4.0 | $108M | 4.4M | 24.50 | |
| Tempur-Pedic International (SGI) | 4.0 | $108M | 1.4M | 78.40 | |
| NVIDIA Corporation (NVDA) | 3.8 | $104M | 518k | 200.09 | |
| Core Scientific (CORZ) | 3.8 | $102M | 4.0M | 25.59 | |
| Compass Cl A (COMP) | 3.3 | $90M | 7.3M | 12.33 | |
| Bloom Energy Corp Com Cl A (BE) | 3.2 | $86M | 283k | 302.70 | |
| Hldgs (UAL) | 2.6 | $70M | 517k | 135.99 | |
| Advanced Micro Devices (AMD) | 2.5 | $69M | 119k | 580.91 | |
| Nucor Corporation (NUE) | 2.5 | $68M | 307k | 222.75 | |
| Unity Software (U) | 2.3 | $63M | 2.2M | 28.58 | |
| Argan (AGX) | 2.3 | $61M | 77k | 798.55 | |
| Cleveland-cliffs (CLF) | 2.2 | $58M | 6.2M | 9.39 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 2.0 | $55M | 981k | 55.86 | |
| Boeing Company (BA) | 1.6 | $44M | 204k | 216.47 | |
| Intel Corporation (INTC) | 1.4 | $39M | 276k | 139.63 | |
| Bitdeer Technologies Group Cl A Ord Shs (BTDR) | 1.4 | $37M | 2.3M | 15.87 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.3 | $34M | 200k | 170.86 | |
| Lionsgate Studios Corp (LION) | 1.0 | $27M | 1.8M | 15.31 | |
| Cerebras Systems Com Cl A (CBRS) | 0.9 | $24M | 107k | 221.00 | |
| Mongodb Cl A (MDB) | 0.7 | $20M | 60k | 335.90 |
