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Equibles

Avala Global LP

Position in NVDA — Nvidia Corp

CIK 1948899 NEW YORK, NY
Back to NVDA Full portfolio

Position in NVDA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$103,546,575
-$92,742,369 QoQ
Shares Held
517,500
-54.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
#809
of 5,936 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVDA Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Avala Global LP holds $354,349,154 across 5 Semiconductors names. NVDA ranks #2 (29.2% of the industry book) .

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

All Filings in NVDA

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $103,546,575 517,500
2026-03-31 $196,288,944 1,125,510
2025-12-31 $188,366,865 1,010,010
2025-09-30 $188,447,665 1,010,010
2025-06-30 $159,571,479 1,010,010
2025-03-31 $109,464,883 1,010,010
2024-12-31 $135,634,242 1,010,010
2024-09-30 $122,655,614 1,010,010
2024-06-30 $124,776,635 1,010,010
2024-03-31 $116,641,463 129,091
2023-12-31 $64,720,797 130,691
2023-09-30 $113,180,483 260,191
2023-06-30 $83,800,262 198,100
2023-03-31 $50,304,147 181,100
2022-12-31 $16,455,364 112,600