Avala Global LP: 13F holdings
CIK 19488992026Q2
| Positions | 30 |
|---|---|
| Reported value | $2.7bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | 235,520 | $227.3m | 8.4% |
| AMZN AMAZON.COM INC | 837,205 | $199.5m | 7.4% |
| LITE LUMENTUM HLDGS INC | 182,037 | $156.2m | 5.8% |
| HUT HUT 8 CORP | 1,252,562 | $144.6m | 5.3% |
| SNOW SNOWFLAKE INC | 505,700 | $128.7m | 4.7% |
| NTRA NATERA INC | 460,000 | $124.9m | 4.6% |
| WDC WESTERN DIGITAL CORP | 189,100 | $120.8m | 4.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 250,760 | $119.8m | 4.4% |
| AMER SPORTS INC | 3,422,412 | $115.8m | 4.3% |
| DDOG DATADOG INC | 417,465 | $108.7m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1948899")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.