Avalon Global Asset Management LLC
Avalon Global Asset Management LLC reported 38 holdings worth US$917K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Avalon Global Asset Management LLC reported 38 holdings worth US$917K as of Jun 30, 2026. Largest: Micron Technology, Inc., Crowdstrike Holdings, Inc. and Nvidia Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$917K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 44,660 | US$51.6M | 5621.5% |
| Crowdstrike Holdings, Inc. | 67,340 | US$51.4M | 5604.0% |
| Nvidia Corporation | 257K | US$51.4M | 5603.2% |
| Palo Alto Networks, Inc. | 150K | US$51M | 5564.7% |
| Snowflake Inc. | 197K | US$50.2M | 5472.8% |
| Vertiv Holdings, Llc | 120K | US$40.2M | 4381.3% |
| Monolithic Power Systems, Inc. | 22,000 | US$30.4M | 3316.4% |
| United Rentals, Inc. | 25,000 | US$28.3M | 3088.4% |
| Amazon.com, Inc. | 110K | US$26.1M | 2848.5% |
| Cloudflare, Inc. | 105K | US$25.9M | 2819.2% |
| Apple Inc | 79,580 | US$23M | 2511.0% |
| Dick's Sporting Goods Inc | 100K | US$22.7M | 2473.3% |
| Alphabet Inc (google) Class C | 60,378 | US$21.6M | 2352.9% |
| Analog Devices, Inc. | 45,300 | US$18M | 1962.0% |
| Macom Technology Solutions Holdings, Inc. | 45,700 | US$17.4M | 1895.6% |
| Servicenow, Inc. | 175K | US$17.3M | 1890.2% |
| Ralph Lauren Corporation | 40,000 | US$16.1M | 1750.9% |
| Emerson Electric Company | 105K | US$15M | 1639.1% |
| Marvell Technology, Inc. | 50,000 | US$14.9M | 1624.3% |
| Parker-hannifin Corporation | 15,100 | US$14.8M | 1610.6% |
| Crane Company | 65,000 | US$14.5M | 1581.2% |
| Home Depot, Inc. (the) | 38,200 | US$13.5M | 1469.1% |
| Wayfair Inc. | 120K | US$11.1M | 1209.3% |
| Cadence Design Systems, Inc. | 25,000 | US$9.38M | 1023.2% |
| Silicon Laboratories, Inc. | 37,400 | US$8.17M | 891.4% |
| Mongodb, Inc. | 18,800 | US$6.32M | 688.6% |
| Lululemon Athletica Inc. | 18,640 | US$2.13M | 232.1% |
Source
View original at SEC
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