StockDriftsStockDriftsTop 28 Avala Global LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 8.38% | 235.5K | $227.3M | -37.93%(-143.91K) | $141.87(+604.33%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 7.36% | 837.2K | $199.5M | -29.16%(-344.70K) | $180.19(+45.70%) | 2026-06-30 | |
| LITE | LUMENTUM HLDGS INC | 5.76% | 182.0K | $156.2M | -9.90%(-20.00K) | $76.09(+1145.58%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 5.33% | 1.25M | $144.6M | +249.00%(+893.66K) | $69.73(+22.54%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 4.75% | 505.7K | $128.7M | new | $210.06(+57.50%) | 2026-06-30 | |
| NTRA | NATERA INC | 4.6% | 460.0K | $124.9M | +202.43%(+307.90K) | $224.32(+38.17%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 4.45% | 189.1K | $120.8M | +0.00%(+0) | $50.05(+913.76%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.42% | 250.8K | $119.8M | -39.77%(-165.60K) | $131.58(+224.42%) | 2026-06-30 | |
| AS | AMER SPORTS INC | 4.27% | 3.42M | $115.8M | -21.42%(-933.10K) | $26.39(+24.57%) | 2026-06-30 | |
| DDOG | DATADOG INC | 4.01% | 417.5K | $108.7M | new | $130.78(+95.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +40.76% | +178.91% | — | — | +289.70% |
| Top 20 Holdings Unweighted | +46.97% | +217.48% | — | — | +356.76% |
Avala Global LP reports $2.71B in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are STX (8.4%), AMZN (7.4%) and LITE (5.8%). The top 20 holdings account for 85.31% of reported assets. Its disclosed equity book has returned +178.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avala Global LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1948899). View Avala Global LP’s 13F filings on SEC