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AVALA GLOBAL LP
AVALA GLOBAL LP
Latest filing: 2026-06-30
AVALA GLOBAL LP runs AVALA GLOBAL LP and currently holds 30 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.71B. Their top holdings are STX, AMZN, LITE, HUT, SNOW. The top five represent 31.6% of reported portfolio weight. AVALA GLOBAL LP ranks #48 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AVALA GLOBAL LP initiated 16 new positions. They added to 3 existing positions. They trimmed 10 positions. Their current best-performing preview position is STX with returns of +146.32%.
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30 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STX SEAGATE TECHNOLOGY HLDNGS PL | 8.38% | $167.08 | $850.00 | +408.74% | Trimmed -37.93% |
 AMZN AMAZON.COM INC | 7.36% | $184.57 | $258.63 | +40.13% | Trimmed -29.16% |
 LITE LUMENTUM HLDGS INC | 5.76% | $85.60 | $866.71 | +912.51% | Trimmed -9.90% |
 HUT HUT 8 CORP | 5.33% | $95.81 | $80.86 | -15.60% | Added +249.00% |
 SNOW SNOWFLAKE INC | 4.75% | $254.50 | $332.55 | +30.67% | New Buy |
 NTRA NATERA INC | 4.60% | $247.82 | $332.03 | +33.98% | Added +202.43% |
 WDC WESTERN DIGITAL CORP | 4.45% | $52.13 | $459.44 | +781.34% | Held |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 4.42% | $163.64 | $418.87 | +155.97% | Trimmed -39.77% |
 AS AMER SPORTS INC | 4.27% | $30.79 | $32.62 | +5.93% | Trimmed -21.42% |
 DDOG DATADOG INC | 4.01% | $260.36 | $235.62 | -9.50% | New Buy |
Showing 1-10 of 30