Avala Global LP

NEW YORK, NY · CIK 1948899 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited partnership

Assets managed$3.8bn
Staff21 · 12 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $3.8bn gross assets
Form ADV · 2026-06-10SEC adviser record

Legal entityAVALA GLOBAL LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

US visa salary filings

Filings FY20251
Median salary offered$250,000
Middle half$250,000 – $250,000
Job titles1
E-3 (Australians)1

Job title	Filings	Median	Range
Chief Of StaffNew York, NY	1	$250,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Avala Global LP.

$2.7bn reported value +30.3% vs Q1 2026

30positions

53.3%in top 10

16 new 3 added 10 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	235,520	$227.3m8.38%	8.38%	Reduced -143.9k	-143,910 -37.9%
2	AMAZON COM INC COM AMZN	AMZN	837,205	$199.5m7.36%	7.36%	Reduced -344.7k	-344,700 -29.2%
3	LUMENTUM HLDGS INC COM LITE	LITE	182,037	$156.2m5.76%	5.76%	Reduced -20.0k	-20,000 -9.9%
4	HUT 8 CORP COM HUT	HUT	1,252,562	$144.6m5.33%	5.33%	Added +893.7k	+893,662 249.0%
5	SNOWFLAKE INC CL A SNOW	SNOW	505,700	$128.7m4.75%	4.75%	New
6	NATERA INC COM NTRA	NTRA	460,000	$124.9m4.60%	4.60%	Added +307.9k	+307,900 202.4%
7	WESTERN DIGITAL CORP COM WDC	WDC	189,100	$120.8m4.45%	4.45%	Unchanged
8	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	250,760	$119.8m4.42%	4.42%	Reduced -165.6k	-165,600 -39.8%
9	AMER SPORTS INC COM SHS AS	AS	3,422,412	$115.8m4.27%	4.27%	Reduced -933.1k	-933,100 -21.4%
10	DATADOG INC CL A COM DDOG	DDOG	417,465	$108.7m4.01%	4.01%	New
11	CIPHER MINING INC COM CIFR	CIFR	4,413,315	$108.1m3.99%	3.99%	New
12	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	1,375,396	$107.8m3.98%	3.98%	Reduced -313.5k	-313,497 -18.6%
13	NVIDIA CORPORATION COM NVDA	NVDA	517,500	$103.5m3.82%	3.82%	Reduced -608.0k	-608,010 -54.0%
14	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	3,975,334	$101.7m3.75%	3.75%	New
15	COMPASS INC CL A COMP	COMP	7,291,665	$89.9m3.32%	3.32%	Added +5.2m	+5,183,668 245.9%
16	BLOOM ENERGY CORP COM CL A BE	BE	283,000	$85.7m3.16%	3.16%	New
17	UNITED AIRLS HLDGS INC COM UAL	UAL	517,300	$70.3m2.59%	2.59%	Reduced -559.3k	-559,300 -52.0%
18	ADVANCED MICRO DEVICES INC COM AMD	AMD	118,500	$68.8m2.54%	2.54%	New
19	NUCOR CORP COM NUE	NUE	307,156	$68.4m2.52%	2.52%	New
20	UNITY SOFTWARE INC COM U	U	2,187,605	$62.5m2.31%	2.31%	New
21	ARGAN INC COM AGX	AGX	76,500	$61.1m2.25%	2.25%	New
22	CLEVELAND-CLIFFS INC NEW COM CLF	CLF	6,211,390	$58.3m2.15%	2.15%	New
23	FORGENT POWER SOLUTIONS INC COM SHS CL A FPS	FPS	980,783	$54.8m2.02%	2.02%	New
24	BOEING CO COM BA	BA	203,543	$44.1m1.62%	1.62%	Reduced -207.8k	-207,800 -50.5%
25	INTEL CORP COM INTC	INTC	275,700	$38.5m1.42%	1.42%	New
26	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	2,309,082	$36.6m1.35%	1.35%	New
27	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	200,000	$34.2m1.26%	1.26%	New
28	LIONSGATE STUDIOS CORP COM LION	LION	1,786,857	$27.4m1.01%	1.01%	New
29	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	107,300	$23.7m0.87%	0.87%	New
30	MONGODB INC CL A MDB	MDB	60,200	$20.2m0.75%	0.75%	Reduced -208.9k	-208,872 -77.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MICROSOFT CORP MSFT	MSFT	399,180	$147.8m399.2k shares
META PLATFORMS INC META	META	146,040	$83.6m146.0k shares
BROADCOM INC AVGO	AVGO	237,140	$73.4m237.1k shares
NU HLDGS LTD NU	NU	4,965,100	$71.3m5.0m shares
CARVANA CO CVNA	CVNA	1,120,400	$70.4m1.1m shares
ALPHABET INC GOOGL	GOOGL	182,800	$52.6m182.8k shares
GDS HLDGS LTD GDS	GDS	1,230,580	$49.6m1.2m shares
DOORDASH INC DASH	DASH	198,920	$29.9m198.9k shares