Institutions / Avalon Global Asset Management LLC
Avalon Global Asset Management LLC
CIK 1314273 · Institution · as of Mar 31, 2026
Portfolio value
$424.9K
Positions
26
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$424.9K-5.6%Positions
26-7.1%Top holdings
Mar 31, 2026View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $33.5K | 7.9% |
| Micron Technology Inc | $32.3K | 7.6% |
| Vertiv Holdings Co | $30.1K | 7.1% |
| CrowdStrike Holdings, Inc. | $26.3K | 6.2% |
| Monolithic Power Systems Inc | $24.6K | 5.8% |
| Palo Alto Networks Inc | $24.0K | 5.6% |
| Amazon.com Inc | $22.8K | 5.4% |
| Snowflake Inc. | $21.4K | 5.0% |
| Apple Inc. | $20.2K | 4.8% |
| Cloudflare, Inc. | $16.6K | 3.9% |
| Eaton Corp plc | $15.2K | 3.6% |
| Emerson Electric Co | $15.1K | 3.5% |
| Analog Devices Inc | $14.4K | 3.4% |
| ServiceNow Inc | $14.1K | 3.3% |
| Home Depot, Inc. | $12.6K | 3.0% |
| MongoDB, Inc. | $12.2K | 2.9% |
| Silicon Laboratories Inc | $11.9K | 2.8% |
| MACOM Technology Solutions Holdings, Inc. | $11.3K | 2.7% |
| Crane Co | $11.1K | 2.6% |
| Ralph Lauren Corp | $10.3K | 2.4% |
| Alphabet Inc. | $9.3K | 2.2% |
| Parker-Hannifin Corp | $9.0K | 2.1% |
| Alphabet Inc. | $8.2K | 1.9% |
| Marvell Technology, Inc. | $7.9K | 1.9% |
| LuxExperience B.V.LUXE | $7.6K | 1.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-14.0K | -80K -29.43% | 191,800 7.87% of portfolio | low |
| Q1 2026 as of | New | Ralph Lauren Corp Common stock | $10.3K | +30K | 30,000 2.43% of portfolio | low |
| Q1 2026 as of | Trim | Silicon Laboratories Inc Common stock | $-8.9K | -43K -42.60% | 57,400 2.81% of portfolio | low |
| Q1 2026 as of | Exit | Atlassian Corporation Common stock | $-8.1K | -50K -100.00% | 0 | low |
| Q1 2026 as of | New | Marvell Technology, Inc. Common stock | $7.9K | +80K | 80,000 1.87% of portfolio | low |
| Q1 2026 as of | Add | MongoDB, Inc. Common stock | $6.1K | +25K +100.00% | 50,000 2.88% of portfolio | low |
| Q1 2026 as of | Exit | Capital One Financial Corp Common stock | $-6.1K | -25K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Gap Inc Common stock | $-5.1K | -200K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Micron Technology Inc Common stock | $-5.0K | -15K -13.48% | 95,660 7.61% of portfolio | low |
| Q1 2026 as of | Exit | Wayfair Inc. Common stock | $-4.5K | -45K -100.00% | 0 | low |