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Disclosed positions
Avala Global LP: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- SEAGATE TECHNOLOGY HLDNGS PL
- Ticker
- STX
- Class
- ORD SHS
- Reported value
- $227,276,800
- Reported amount
- 235,520
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001948899-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $227,276,800 | 235,520 | SH | None |
| AMAZON.COM INC | AMZN | COM | $199,539,440 | 837,205 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $156,198,668 | 182,037 | SH | None |
| HUT 8 CORP | HUT | COM | $144,602,020 | 1,252,562 | SH | None |
| SNOWFLAKE INC | SNOW | COM SHS | $128,700,650 | 505,700 | SH | None |
| NATERA INC | NTRA | COM | $124,867,000 | 460,000 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $120,781,952 | 189,100 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $119,755,453 | 250,760 | SH | None |
| AMER SPORTS INC | AS | COM SHS | $115,814,422 | 3,422,412 | SH | None |
| DATADOG INC | DDOG | CL A COM | $108,691,187 | 417,465 | SH | None |
| CIPHER DIGITAL INC | CIFR | COM | $108,126,218 | 4,413,315 | SH | None |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $107,831,046 | 1,375,396 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $103,546,575 | 517,500 | SH | None |
| CORE SCIENTIFIC INC NEW | CORZ | COM | $101,728,797 | 3,975,334 | SH | None |
| COMPASS INC | COMP | CL A | $89,906,229 | 7,291,665 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $85,664,100 | 283,000 | SH | None |
| UNITED AIRLS HLDGS INC | UAL | COM | $70,347,627 | 517,300 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $68,837,835 | 118,500 | SH | None |
| NUCOR CORP | NUE | COM | $68,418,999 | 307,156 | SH | None |
| UNITY SOFTWARE INC | U | COM | $62,521,751 | 2,187,605 | SH | None |
| ARGAN INC | AGX | COM | $61,089,075 | 76,500 | SH | None |
| CLEVELAND-CLIFFS INC NEW | CLF | COM | $58,324,952 | 6,211,390 | SH | None |
| FORGENT POWER SOLUTIONS INC | FPS | COM SHS CL A | $54,786,538 | 980,783 | SH | None |
| BOEING CO | BA | COM | $44,060,953 | 203,543 | SH | None |
| INTEL CORP | INTC | COM | $38,495,991 | 275,700 | SH | None |
| BITDEER TECHNOLOGIES GROUP | BTDR | CL A ORD SHS | $36,645,131 | 2,309,082 | SH | None |
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $34,172,000 | 200,000 | SH | None |
| LIONSGATE STUDIOS CORP | LION | COM | $27,356,781 | 1,786,857 | SH | None |
| CEREBRAS SYSTEMS INC | CBRS | COM CL A | $23,713,300 | 107,300 | SH | None |
| MONGODB INC | MDB | CL A | $20,221,180 | 60,200 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.