Universe · entity
Avalon Global Asset Management LLC
Institutional manager (13F) · CIK 1314273
13F holdings · as of 2026-03-31 · top 26 · reported portfolio $425k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORP | $33k | 191,800 |
| 2 | MICRON TECHNOLOGY INC | $32k | 95,660 |
| 3 | VERTIV HOLDINGS CO | $30k | 120,000 |
| 4 | CROWDSTRIKE HLDGS INC | $26k | 67,340 |
| 5 | MONOLITHIC PWR SYS INC | $25k | 22,500 |
| 6 | PALO ALTO NETWORKS INC | $24k | 149,640 |
| 7 | AMAZON COM INC | $23k | 109,600 |
| 8 | SNOWFLAKE INC | $21k | 142,200 |
| 9 | APPLE INC | $20k | 79,580 |
| 10 | CLOUDFLARE INC | $17k | 80,400 |
| 11 | EATON CORP PLC | $15k | 42,600 |
| 12 | EMERSON ELEC CO | $15k | 115,000 |
| 13 | ANALOG DEVICES INC | $14k | 45,300 |
| 14 | SERVICENOW INC | $14k | 134,600 |
| 15 | HOME DEPOT INC | $13k | 38,200 |
| 16 | MONGODB INC | $12k | 50,000 |
| 17 | SILICON LABORATORIES INC | $12k | 57,400 |
| 18 | MACOM TECH SOLUTIONS HLDGS I | $11k | 50,700 |
| 19 | CRANE COMPANY | $11k | 65,000 |
| 20 | RALPH LAUREN CORP | $10k | 30,000 |
| 21 | ALPHABET INC | $9k | 32,200 |
| 22 | PARKER HANNIFIN CORP | $9k | 10,100 |
| 23 | ALPHABET INC | $8k | 28,500 |
| 24 | MARVELL TECHNOLOGY INC | $8k | 80,000 |
| 25 | LUXEXPERIENCE BV | $8k | 950,000 |
| 26 | LULULEMON ATHLETICA INC | $3k | 18,640 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.