Holdings
Avalon Global Asset Management LLC
As of Jun 30, 2026, Avalon Global Asset Management LLC reported 27 positions worth US$652M. Largest: Micron Technology, Inc., Crowdstrike Holdings, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 44,660 | US$51.6M | −51,000 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 67,340 | US$51.4M | no change | Jun 30, 2026 |
| Nvidia Corporation | 257K | US$51.4M | +65,000 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 150K | US$51M | no change | Jun 30, 2026 |
| Snowflake Inc. | 197K | US$50.2M | +55,000 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 120K | US$40.2M | no change | Jun 30, 2026 |
| Monolithic Power Systems, Inc. | 22,000 | US$30.4M | −500 | Jun 30, 2026 |
| United Rentals, Inc. | 25,000 | US$28.3M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 110K | US$26.1M | no change | Jun 30, 2026 |
| Cloudflare, Inc. | 105K | US$25.9M | +25,000 | Jun 30, 2026 |