Avala Global LP

Position in AMD — Advanced Micro Devices Inc

CIK 1948899 NEW YORK, NY

Position in AMD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$68,837,835

+$27,004,327 QoQ

Shares Held

118,500

-53.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.54%

of 13F equity value

Holder Rank

#421

of 4,004 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Avala Global LP holds $354,349,154 across 5 Semiconductors names. AMD ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	250,760	$119,755,453
2	NVDA	Nvidia Corp	517,500	$103,546,575
3	AMD	Advanced Micro Devices Inc This page	118,500	$68,837,835
4	INTC	Intel Corp	275,700	$38,495,991
5	CBRS	Cerebras Systems Inc.	107,300	$23,713,300

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,837,835	118,500	-53.5%	Shares	Sole	2026-08-14
2024-09-30	$41,833,508	254,958	-32.5%	Shares	Sole	2024-11-14
2024-06-30	$61,227,462	377,458	-8.5%	Shares	Sole	2024-08-14
2024-03-31	$74,480,642	412,658	-32.7%	Shares	Sole	2024-05-15
2023-12-31	$90,429,843	613,458	+53.6%	Shares	Sole	2024-02-14
2023-09-30	$41,065,485	399,392	+26.4%	Shares	Sole	2023-11-14
2023-06-30	$35,995,560	316,000	+53.6%	Shares	Sole	2023-08-14
2023-03-31	$20,160,657	205,700	+4.8%	Shares	Sole	2023-05-15
2022-12-31	$12,714,351	196,300	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.