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Avalon Global Asset Management LLC

Avalon Global Asset Management LLC is an Investment Adviser institutional filer with the SEC under CIK 1314273, reporting 30 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in Avalon Global Asset Management LLC's most recent 13F filing, ranked by reported market value.

  1. MICRON TECHNOLOGY INC (MU)
  2. CROWDSTRIKE HLDGS INC (CRWD)
  3. NVIDIA CORP (NVDA)
  4. PALO ALTO NETWORKS INC (PANW)
  5. SNOWFLAKE INC (SNOW)
  6. VERTIV HOLDINGS CO (VRT)
  7. MONOLITHIC PWR SYS INC (MPWR)
  8. UNITED RENTALS INC (URI)
  9. AMAZON COM INC (AMZN)
  10. CLOUDFLARE INC (NET)
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