Avala Global LP
NEW YORK NY · SEC CIK 0001948899
$27.12亿2026Q2 申报市值
30持仓数
53.3%前十大占比 · 第一大 8.4%
16 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SNOW 新建仓+$1.29亿
DDOG 新建仓+$1.09亿
CIFR 新建仓+$1.08亿
HUT 加仓+$1.03亿
CORZ 新建仓+$1.02亿
2026Q2 卖出最多 按季末市值估算
MSFT 清仓-$1.48亿
STX 减仓-$1.39亿
NVDA 减仓-$1.22亿
META 清仓-$8,355.39万
AMZN 减仓-$8,215.58万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.27亿 | 8.38% | 235,520 | -143,910 | -37.9% | -$1.39亿 | 减仓 |
| AMZN | AMAZON.COM INC | $2.00亿 | 7.36% | 837,205 | -344,700 | -29.2% | -$8,215.58万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.56亿 | 5.76% | 182,037 | -20,000 | -9.9% | -$1,716.12万 | 减仓 |
| HUT | HUT 8 CORP | $1.45亿 | 5.33% | 1,252,562 | 893,662 | 249.0% | $1.03亿 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.29亿 | 4.75% | 505,700 | 505,700 | — | $1.29亿 | 新建仓 |
| NTRA | NATERA INC | $1.25亿 | 4.60% | 460,000 | 307,900 | 202.4% | $8,357.95万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.21亿 | 4.45% | 189,100 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.20亿 | 4.42% | 250,760 | -165,600 | -39.8% | -$7,908.56万 | 减仓 |
| AS | AMER SPORTS INC | $1.16亿 | 4.27% | 3,422,412 | -933,100 | -21.4% | -$3,157.61万 | 减仓 |
| DDOG | DATADOG INC | $1.09亿 | 4.01% | 417,465 | 417,465 | — | $1.09亿 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $1.08亿 | 3.99% | 4,413,315 | 4,413,315 | — | $1.08亿 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1.08亿 | 3.98% | 1,375,396 | -313,497 | -18.6% | -$2,457.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.04亿 | 3.82% | 517,500 | -608,010 | -54.0% | -$1.22亿 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1.02亿 | 3.75% | 3,975,334 | 3,975,334 | — | $1.02亿 | 新建仓 |
| COMP | COMPASS INC | $8,990.62万 | 3.32% | 7,291,665 | 5,183,668 | 245.9% | $6,391.46万 | 加仓 |
| BE | BLOOM ENERGY CORP | $8,566.41万 | 3.16% | 283,000 | 283,000 | — | $8,566.41万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $7,034.76万 | 2.59% | 517,300 | -559,300 | -52.0% | -$7,605.92万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6,883.78万 | 2.54% | 118,500 | 118,500 | — | $6,883.78万 | 新建仓 |
| NUE | NUCOR CORP | $6,841.90万 | 2.52% | 307,156 | 307,156 | — | $6,841.90万 | 新建仓 |
| U | UNITY SOFTWARE INC | $6,252.18万 | 2.31% | 2,187,605 | 2,187,605 | — | $6,252.18万 | 新建仓 |
| AGX | ARGAN INC | $6,108.91万 | 2.25% | 76,500 | 76,500 | — | $6,108.91万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $5,832.50万 | 2.15% | 6,211,390 | 6,211,390 | — | $5,832.50万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $5,478.65万 | 2.02% | 980,783 | 980,783 | — | $5,478.65万 | 新建仓 |
| BA | BOEING CO | $4,406.10万 | 1.62% | 203,543 | -207,800 | -50.5% | -$4,498.25万 | 减仓 |
| INTC | INTEL CORP | $3,849.60万 | 1.42% | 275,700 | 275,700 | — | $3,849.60万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $3,664.51万 | 1.35% | 2,309,082 | 2,309,082 | — | $3,664.51万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,417.20万 | 1.26% | 200,000 | 200,000 | — | $3,417.20万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $2,735.68万 | 1.01% | 1,786,857 | 1,786,857 | — | $2,735.68万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,371.33万 | 0.87% | 107,300 | 107,300 | — | $2,371.33万 | 新建仓 |
| MDB | MONGODB INC | $2,022.12万 | 0.75% | 60,200 | -208,872 | -77.6% | -$7,016.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -399,180 | -100.0% | -$1.48亿 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -146,040 | -100.0% | -$8,355.39万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -237,140 | -100.0% | -$7,339.72万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -4,965,100 | -100.0% | -$7,134.85万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -1,120,400 | -100.0% | -$7,044.63万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -182,800 | -100.0% | -$5,256.60万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -1,230,580 | -100.0% | -$4,958.01万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -198,920 | -100.0% | -$2,986.78万 | 清仓 |