Stock Taper 
AVALA GLOBAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 250.76K | $119.76M |
 Seagate Technology Holdings plc | STX | 235.52K | $227.28M |
 The Boeing Company | BA | 203.54K | $44.06M |
 Space Exploration Technologies Corp. | SPCX | 200K | $34.17M |
 Western Digital Corporation | WDC | 189.1K | $120.78M |
 Lumentum Holdings Inc. | LITE | 182.04K | $156.2M |
 Advanced Micro Devices, Inc. | AMD | 118.5K | $68.84M |
 Cerebras Systems Inc. | CBRS | 107.3K | $23.71M |
 Argan, Inc. | AGX | 76.5K | $61.09M |
 MongoDB, Inc. | MDB | 60.2K | $20.22M |