Avalon Global Asset Management LLC
36 holdingsFiling period: 2026-06-30Current AUM: $902.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 289.6K | $69.0M | $74.4M | 8.24% | -30,000 | 2026-06-30 |
| 2 | SMH | VANECK ETF TRUST | 100.0K | $65.6M | $56.9M | 6.30% | -- | 2026-06-30 |
| 3 | MU | MICRON TECHNOLOGY INC | 44.7K | $51.6M | $43.6M | 4.83% | -151,000 | 2026-06-30 |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | 67.3K | $51.4M | $55.7M | 6.17% | -15,000 | 2026-06-30 |
| 5 | NVDA | NVIDIA CORP | 256.8K | $51.4M | $56.1M | 6.22% | -35,000 | 2026-06-30 |
| 6 | PANW | PALO ALTO NETWORKS INC | 149.6K | $51.0M | $49.5M | 5.49% | -- | 2026-06-30 |
| 7 | SNOW | SNOWFLAKE INC | 197.2K | $50.2M | $64.9M | 7.19% | +55.0K | 2026-06-30 |
| 8 | VRT | VERTIV HOLDINGS CO | 120.0K | $40.2M | $30.8M | 3.42% | -- | 2026-06-30 |
| 9 | SNPS | SYNOPSYS INC | 70.0K | $31.2M | $27.8M | 3.08% | -- | 2026-06-30 |
| 10 | MPWR | MONOLITHIC PWR SYS INC | 22.0K | $30.4M | $27.2M | 3.01% | -500 | 2026-06-30 |
| 11 | URI | UNITED RENTALS INC | 25.0K | $28.3M | $24.7M | 2.74% | -- | 2026-06-30 |
| 12 | NET | CLOUDFLARE INC | 105.4K | $25.9M | $32.3M | 3.58% | +25.0K | 2026-06-30 |
| 13 | TSLA | TESLA INC | 60.0K | $25.2M | $21.9M | 2.43% | -- | 2026-06-30 |
| 14 | MDB | MONGODB INC | 73.8K | $24.8M | $26.7M | 2.96% | +23.8K | 2026-06-30 |
| 15 | AAPL | APPLE INC | 79.6K | $23.0M | $26.4M | 2.93% | -- | 2026-06-30 |
| 16 | DKS | DICKS SPORTING GOODS INC | 100.0K | $22.7M | $13.5M | 1.50% | +50.0K | 2026-06-30 |
| 17 | LOW | LOWES COS INC | 100.0K | $22.0M | $19.7M | 2.18% | -- | 2026-06-30 |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | 180.0K | $21.0M | $30.1M | 3.34% | -- | 2026-06-30 |
| 19 | — | EATON CORP PLC | 47.6K | $20.3M | $20.3M | 2.25% | +5.0K | 2026-06-30 |
| 20 | ADI | ANALOG DEVICES INC | 45.3K | $18.0M | $17.2M | 1.90% | -- | 2026-06-30 |
| 21 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 45.7K | $17.4M | $12.6M | 1.39% | -5,000 | 2026-06-30 |
| 22 | NOW | SERVICENOW INC | 174.6K | $17.3M | $23.1M | 2.57% | +40.0K | 2026-06-30 |
| 23 | RL | RALPH LAUREN CORP | 40.0K | $16.1M | $13.6M | 1.50% | +10.0K | 2026-06-30 |
| 24 | EMR | EMERSON ELEC CO | 105.0K | $15.0M | $16.0M | 1.77% | -10,000 | 2026-06-30 |
| 25 | MRVL | MARVELL TECHNOLOGY INC | 50.0K | $14.9M | $11.8M | 1.31% | -30,000 | 2026-06-30 |
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