Avala Global LP
NEW YORK NY · SEC CIK 0001948899
$20.81亿2026Q1 申报市值
22持仓数
70.8%前十大占比 · 第一大 11.8%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
META 加仓+$5,857.92万
GDS 新建仓+$4,958.01万
BA 加仓+$4,805.44万
AMZN 加仓+$4,477.80万
AVGO 加仓+$3,973.49万
2026Q1 卖出最多 按季末市值估算
CYBERARK SOFTWAR 清仓-$1.15亿
ADSK 清仓-$8,012.99万
ECHO 清仓-$5,050.20万
SE 清仓-$4,442.17万
RKT 清仓-$2,181.90万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2.46亿 | 11.83% | 1,181,905 | 215,000 | 22.2% | $4,477.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.96亿 | 9.43% | 1,125,510 | 115,500 | 11.4% | $2,014.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.49亿 | 7.14% | 379,430 | 76,000 | 25.0% | $2,977.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.48亿 | 7.10% | 399,180 | 54,080 | 15.7% | $2,001.88万 | 加仓 |
| AS | AMER SPORTS INC | $1.43亿 | 6.89% | 4,355,512 | -281,637 | -6.1% | -$927.15万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.42亿 | 6.82% | 202,037 | -25,800 | -11.3% | -$1,813.12万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.41亿 | 6.76% | 416,360 | 20,961 | 5.3% | $708.38万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1.25亿 | 6.00% | 1,688,893 | 239,700 | 16.5% | $1,771.86万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $9,912.26万 | 4.76% | 1,076,600 | -1,149 | -0.1% | -$10.58万 | 减仓 |
| META | META PLATFORMS INC | $8,355.39万 | 4.01% | 146,040 | 102,388 | 234.6% | $5,857.92万 | 加仓 |
| BA | BOEING CO | $8,186.96万 | 3.93% | 411,343 | 241,443 | 142.1% | $4,805.44万 | 加仓 |
| AVGO | BROADCOM INC | $7,339.72万 | 3.53% | 237,140 | 128,380 | 118.0% | $3,973.49万 | 加仓 |
| NU | NU HLDGS LTD | $7,134.85万 | 3.43% | 4,965,100 | -800,100 | -13.9% | -$1,149.74万 | 减仓 |
| CVNA | CARVANA CO | $7,044.63万 | 3.38% | 224,080 | 9,944 | 4.6% | $312.62万 | 加仓 |
| MDB | MONGODB INC | $6,586.08万 | 3.16% | 269,072 | -30,094 | -10.1% | -$736.61万 | 减仓 |
| GOOGL | ALPHABET INC | $5,256.60万 | 2.53% | 182,800 | 55,300 | 43.4% | $1,590.21万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $5,114.97万 | 2.46% | 189,100 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $4,958.01万 | 2.38% | 1,230,580 | 1,230,580 | — | $4,958.01万 | 新建仓 |
| NTRA | NATERA INC | $3,041.85万 | 1.46% | 152,100 | 152,100 | — | $3,041.85万 | 新建仓 |
| DASH | DOORDASH INC | $2,986.78万 | 1.44% | 198,920 | 198,920 | — | $2,986.78万 | 新建仓 |
| HUT | HUT 8 CORP | $1,683.60万 | 0.81% | 358,900 | 358,900 | — | $1,683.60万 | 新建仓 |
| COMP | COMPASS INC | $1,540.95万 | 0.74% | 2,107,997 | 2,107,997 | — | $1,540.95万 | 新建仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -258,887 | -100.0% | -$1.15亿 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -270,700 | -100.0% | -$8,012.99万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -464,600 | -100.0% | -$5,050.20万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -348,214 | -100.0% | -$4,442.17万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -1,127,013 | -100.0% | -$2,181.90万 | 清仓 |