Stock Taper 
AVALA GLOBAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MongoDB, Inc. | MDB | 60.2K | $20.22M |
 Argan, Inc. | AGX | 76.5K | $61.09M |
 Cerebras Systems Inc. | CBRS | 107.3K | $23.71M |
 Advanced Micro Devices, Inc. | AMD | 118.5K | $68.84M |
 Lumentum Holdings Inc. | LITE | 182.04K | $156.2M |
 Western Digital Corporation | WDC | 189.1K | $120.78M |
 Space Exploration Technologies Corp. | SPCX | 200K | $34.17M |
 The Boeing Company | BA | 203.54K | $44.06M |
 Seagate Technology Holdings plc | STX | 235.52K | $227.28M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 250.76K | $119.76M |
 Intel Corp. | INTC | 275.7K | $38.5M |
 Bloom Energy Corporation | BE | 283K | $85.66M |
 Nucor Corporation | NUE | 307.16K | $68.42M |
 Datadog, Inc. | DDOG | 417.46K | $108.69M |
 Natera, Inc. | NTRA | 460K | $124.87M |
 Snowflake Inc. | SNOW | 505.7K | $128.7M |
 United Airlines Holdings, Inc. | UAL | 517.3K | $70.35M |
 NVIDIA Corporation | NVDA | 517.5K | $103.55M |
 Amazon.com, Inc. | AMZN | 837.21K | $199.54M |
 Forgent Power Solutions, Inc. | FPS | 980.78K | $54.79M |