Avala Global
Avala Global reported 30 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are STX (8.4%), AMZN (7.4%) and LITE (5.8%). Compared with Q1 2026, the fund opened new positions in SNOW, DDOG and CIFR, added to HUT, NTRA and COMP, trimmed STX, AMZN and LITE and sold out of MSFT, META and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  STX Seagate Technology Hldngs PL | $227M | 8.4% | 236K | −144K (−38%) | 7 of 8 | |
| 2 |  AMZN Amazon Com Inc | $200M | 7.4% | 837K | −345K (−29%) | 8 of 8 | |
| 3 |  LITE Lumentum Hldgs Inc | $156M | 5.8% | 182K | −20K (−10%) | 7 of 8 | |
| 4 |  HUT Hut 8 Corp | $145M | 5.3% | 1.3M | +894K (+249%) | 2 of 8 | |
| 5 |  SNOW Snowflake Inc | $129M | 4.8% | 506K | New position | 2 of 8 | |
| 6 |  NTRA Natera Inc | $125M | 4.6% | 460K | +308K (+202%) | 2 of 8 | |
| 7 |  WDC Western Digital Corp | $121M | 4.5% | 189K | No change | 8 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $120M | 4.4% | 251K | −166K (−40%) | 8 of 8 | |
| 9 |  AS Amer Sports | $116M | 4.3% | 3.4M | −933K (−21%) | 7 of 8 | |
| 10 |  DDOG Datadog Inc | $109M | 4.0% | 417K | New position | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MSFT Microsoft Corp | $148M | 399K |
 META Meta Platforms Inc | $83.6M | 146K |
 AVGO Broadcom Inc | $73.4M | 237K |
 NU NU Hldgs Ltd | $71.3M | 5M |
 CVNA Carvana Co | $70.4M | 224K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avala Global 13F FAQ
What does Avala Global own?
Avala Global reported 30 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are STX (8.4%), AMZN (7.4%) and LITE (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Avala Global buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 3 added to, 10 trimmed and 8 sold out. New positions include SNOW, DDOG and CIFR. It sold all of MSFT, META and AVGO.
When will Avala Global file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Avala Global's portfolio worth?
The Q2 2026 filing reports $2.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.