Avalon Global Asset Management LLC
36 holdingsFiling period: 2026-03-31Current AUM: $980.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 319.6K | $66.6M | $86.8M | 8.86% | +210.0K | 2026-03-31 |
| 2 | MU | MICRON TECHNOLOGY INC | 195.7K | $66.1M | $161.0M | 16.43% | +85.1K | 2026-03-31 |
| 3 | XLE | SELECT SECTOR SPDR TR | 1.00M | $61.3M | $59.5M | 6.08% | -- | 2026-03-31 |
| 4 | NVDA | NVIDIA CORP | 291.8K | $50.9M | $58.6M | 5.98% | -80,000 | 2026-03-31 |
| 5 | IWM | ISHARES TR | 200.0K | $49.6M | $58.2M | 5.94% | -- | 2026-03-31 |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | 82.3K | $32.1M | $62.9M | 6.41% | +15.0K | 2026-03-31 |
| 7 | VRT | VERTIV HOLDINGS CO | 120.0K | $30.1M | $29.0M | 2.96% | -50,000 | 2026-03-31 |
| 8 | MPWR | MONOLITHIC PWR SYS INC | 22.5K | $24.6M | $32.1M | 3.27% | -- | 2026-03-31 |
| 9 | PANW | PALO ALTO NETWORKS INC | 149.6K | $24.0M | $49.7M | 5.07% | +15.0K | 2026-03-31 |
| 10 | TSLA | TESLA INC | 60.0K | $22.3M | $18.7M | 1.91% | +10.0K | 2026-03-31 |
| 11 | SNOW | SNOWFLAKE INC | 142.2K | $21.4M | $41.7M | 4.26% | -- | 2026-03-31 |
| 12 | AAPL | APPLE INC | 79.6K | $20.2M | $24.6M | 2.51% | -- | 2026-03-31 |
| 13 | NET | CLOUDFLARE INC | 80.4K | $16.6M | $22.4M | 2.29% | +5.0K | 2026-03-31 |
| 14 | — | EATON CORP PLC | 42.6K | $15.2M | $15.2M | 1.55% | -- | 2026-03-31 |
| 15 | EMR | EMERSON ELEC CO | 115.0K | $15.1M | $17.2M | 1.76% | +20.0K | 2026-03-31 |
| 16 | ADI | ANALOG DEVICES INC | 45.3K | $14.4M | $16.6M | 1.70% | -5,000 | 2026-03-31 |
| 17 | NOW | SERVICENOW INC | 134.6K | $14.1M | $15.0M | 1.53% | +5.0K | 2026-03-31 |
| 18 | ZS | ZSCALER INC | 100.0K | $14.0M | $15.1M | 1.54% | -20,000 | 2026-03-31 |
| 19 | COF | CAPITAL ONE FINL CORP | 70.0K | $12.8M | $14.6M | 1.49% | +45.0K | 2026-03-31 |
| 20 | HD | HOME DEPOT INC | 38.2K | $12.6M | $12.7M | 1.29% | -- | 2026-03-31 |
| 21 | MDB | MONGODB INC | 50.0K | $12.2M | $16.9M | 1.72% | +25.0K | 2026-03-31 |
| 22 | SLAB | SILICON LABORATORIES INC | 57.4K | $11.9M | $12.5M | 1.27% | -42,600 | 2026-03-31 |
| 23 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 50.7K | $11.3M | $12.7M | 1.30% | +10.0K | 2026-03-31 |
| 24 | CR | CRANE COMPANY | 65.0K | $11.1M | $13.9M | 1.42% | +10.0K | 2026-03-31 |
| 25 | RL | RALPH LAUREN CORP | 30.0K | $10.3M | $11.4M | 1.16% | -- | 2026-03-31 |
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