Avalon Global Asset Management LLC
Net buyer this quarter
$917M
30
+$32.9M
44.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MU | $51.6M | 5.62% | 0.00% | -53.3% | Q4 2015 |
 CRWD | $51.4M | 5.60% | 0.03% | Not reported | Q4 2019 |
 NVDA | $51.4M | 5.60% | 0.00% | +33.9% | Q3 2020 |
 PANW | $51M | 5.56% | 0.02% | Not reported | Q1 2014 |
 SNOW | $50.2M | 5.47% | 0.06% | +38.7% | Q4 2021 |
 VRT | $40.2M | 4.38% | 0.03% | Not reported | Q1 2024 |
 MPWR | $30.4M | 3.32% | 0.04% | -2.2% | Q2 2014 |
 URI | $28.3M | 3.09% | 0.04% | New | Q2 2026 |
 AMZN | $26.1M | 2.85% | 0.00% | Not reported | Q4 2013 |
 NET | $25.9M | 2.82% | Not reported | +31.1% | Q1 2022 |
 AAPL | $23M | 2.51% | 0.00% | Not reported | Q4 2013 |
 DKS | $22.7M | 2.47% | 0.11% | Not reported | Q3 2020 |
 ETN | $20.3M | 2.21% | 0.01% | +11.7% | Q1 2023 |
 ADI | $18M | 1.96% | 0.01% | Not reported | Q4 2019 |
 MTSI | $17.4M | 1.90% | 0.06% | -9.9% | Q1 2021 |
 NOW | $17.3M | 1.89% | 0.02% | +29.7% | Q4 2013 |
 RL | $16.1M | 1.75% | Not reported | +33.3% | Q4 2014 |
 EMR | $15M | 1.64% | 0.02% | -8.7% | Q2 2025 |
 MRVL | $14.9M | 1.62% | 0.01% | -37.5% | Q3 2025 |
 PH | $14.8M | 1.61% | 0.01% | +49.5% | Q2 2022 |
 CR | $14.5M | 1.58% | 0.11% | Not reported | Q1 2025 |
 HD | $13.5M | 1.47% | 0.00% | Not reported | Q4 2022 |
 GOOGL | $11.5M | 1.25% | 0.00% | Not reported | Q4 2015 |
 W | $11.1M | 1.21% | Not reported | Not reported | Q2 2017 |
| GOOG | $10.1M | 1.10% | Not reported | Not reported | Q4 2015 |
 CDNS | $9.38M | 1.02% | 0.01% | New | Q2 2026 |
 SLAB | $8.17M | 0.89% | 0.11% | -34.8% | Q3 2014 |
 LUXE | $7.06M | 0.77% | 0.68% | Not reported | Q2 2021 |
 MDB | $6.32M | 0.69% | 0.02% | -62.4% | Q4 2025 |
 LULU | $2.13M | 0.23% | 0.02% | Not reported | Q4 2013 |
| Q1 2026 | |||||
| NVDA | $33.5M | 4.62% | 0.00% | -29.4% | Q3 2020 |
| MU | $32.3M | 4.47% | 0.01% | -13.5% | Q4 2015 |
| VRT | $30.1M | 4.16% | 0.03% | Not reported | Q1 2024 |
| CRWD | $26.3M | 3.63% | 0.03% | Not reported | Q4 2019 |
| MPWR | $24.6M | 3.40% | 0.05% | Not reported | Q2 2014 |
| PANW | $24M | 3.32% | 0.02% | +11.1% | Q1 2014 |
| AMZN | $22.8M | 3.15% | 0.00% | Not reported | Q4 2013 |
| SNOW | $21.4M | 2.96% | 0.04% | Not reported | Q4 2021 |
| AAPL | $20.2M | 2.79% | 0.00% | Not reported | Q4 2013 |
| NET | $16.6M | 2.29% | Not reported | +6.6% | Q1 2022 |
| ETN | $15.2M | 2.11% | 0.01% | Not reported | Q1 2023 |
| EMR | $15.1M | 2.08% | 0.02% | +21.1% | Q2 2025 |
| ADI | $14.4M | 1.99% | 0.01% | -9.9% | Q4 2019 |
| NOW | $14.1M | 1.94% | 0.01% | +3.9% | Q4 2013 |
| HD | $12.6M | 1.74% | 0.00% | Not reported | Q4 2022 |
| MDB | $12.2M | 1.69% | 0.06% | +100.0% | Q4 2025 |
| SLAB | $11.9M | 1.65% | 0.17% | -42.6% | Q3 2014 |
| MTSI | $11.3M | 1.56% | 0.07% | +24.6% | Q1 2021 |
| CR | $11.1M | 1.54% | 0.11% | +18.2% | Q1 2025 |
| RL | $10.3M | 1.43% | Not reported | Not reported | Q4 2014 |
| GOOGL | $9.26M | 1.28% | 0.00% | Not reported | Q4 2015 |
| PH | $9.04M | 1.25% | 0.01% | Not reported | Q2 2022 |
| GOOG | $8.18M | 1.13% | Not reported | -14.9% | Q4 2015 |
| MRVL | $7.92M | 1.09% | 0.01% | Not reported | Q3 2025 |
| LUXE | $7.6M | 1.05% | 0.69% | Not reported | Q2 2021 |
| LULU | $2.85M | 0.39% | 0.02% | Not reported | Q4 2013 |
| Q4 2025 | |||||
| NVDA | $50.7M | 8.20% | 0.00% | +49.5% | Q3 2020 |
| CRWD | $31.6M | 5.11% | 0.03% | -4.3% | Q4 2019 |
| MU | $31.6M | 5.10% | 0.01% | -8.3% | Q4 2015 |
| SNOW | $31.2M | 5.04% | 0.04% | Not reported | Q4 2021 |
| AMZN | $25.3M | 4.09% | 0.00% | Not reported | Q4 2013 |
| PANW | $24.8M | 4.01% | 0.02% | Not reported | Q1 2014 |
| AAPL | $21.6M | 3.50% | 0.00% | Not reported | Q4 2013 |
| MPWR | $20.4M | 3.30% | 0.05% | Not reported | Q2 2014 |
| NOW | $19.9M | 3.21% | 0.01% | Not reported | Q4 2013 |
| VRT | $19.4M | 3.14% | 0.03% | Not reported | Q1 2024 |
| NET | $14.9M | 2.40% | Not reported | Not reported | Q1 2022 |
| ADI | $13.6M | 2.21% | 0.01% | +11.0% | Q4 2019 |
| ETN | $13.6M | 2.19% | 0.01% | Not reported | Q1 2023 |
| HD | $13.1M | 2.13% | 0.00% | Not reported | Q4 2022 |
| SLAB | $13.1M | 2.11% | 0.30% | Not reported | Q3 2014 |
| EMR | $12.6M | 2.04% | 0.02% | +35.7% | Q2 2025 |
| GOOG | $10.5M | 1.70% | Not reported | Not reported | Q4 2015 |
| MDB | $10.5M | 1.70% | 0.03% | New | Q4 2025 |
| CR | $10.1M | 1.64% | 0.10% | Not reported | Q1 2025 |
| GOOGL | $10.1M | 1.63% | 0.00% | Not reported | Q4 2015 |
| PH | $8.88M | 1.44% | 0.01% | Not reported | Q2 2022 |
 TEAM | $8.11M | 1.31% | Not reported | Not reported | Q1 2025 |
| LUXE | $7.93M | 1.28% | 0.69% | Not reported | Q2 2021 |
| MTSI | $6.97M | 1.13% | 0.05% | -10.9% | Q1 2021 |
 COF | $6.06M | 0.98% | 0.00% | Not reported | Q4 2013 |
 GAP | $5.12M | 0.83% | 0.05% | Not reported | Q2 2021 |
| W | $4.52M | 0.73% | Not reported | +12.5% | Q2 2017 |
| LULU | $3.87M | 0.63% | 0.02% | -34.9% | Q4 2013 |
| Q3 2025 | |||||
| CRWD | $34.5M | 3.94% | 0.03% | +27.1% | Q4 2019 |
| NVDA | $33.9M | 3.88% | 0.00% | +1.1% | Q3 2020 |
| SNOW | $32.1M | 3.67% | 0.04% | +12.7% | Q4 2021 |
| PANW | $27.4M | 3.14% | 0.02% | Not reported | Q1 2014 |
| AMZN | $24.1M | 2.75% | 0.00% | Not reported | Q4 2013 |
| NOW | $23.9M | 2.73% | 0.01% | Not reported | Q4 2013 |
| MPWR | $20.7M | 2.37% | 0.05% | +12.5% | Q2 2014 |
| AAPL | $20.3M | 2.32% | 0.00% | Not reported | Q4 2013 |
| MU | $20.2M | 2.31% | 0.01% | Not reported | Q4 2015 |
| VRT | $18.1M | 2.07% | 0.03% | Not reported | Q1 2024 |
| NET | $16.2M | 1.85% | Not reported | Not reported | Q1 2022 |
| ETN | $15.9M | 1.82% | 0.01% | Not reported | Q1 2023 |
| HD | $15.5M | 1.77% | 0.00% | Not reported | Q4 2022 |
 ZS | $15M | 1.71% | 0.03% | +42.9% | Q2 2025 |
| SLAB | $13.1M | 1.50% | 0.30% | +11.1% | Q3 2014 |
| ADI | $11.1M | 1.27% | 0.01% | Not reported | Q4 2019 |
| CR | $10.1M | 1.16% | 0.10% | Not reported | Q1 2025 |
| EMR | $9.18M | 1.05% | 0.01% | +40.0% | Q2 2025 |
 SHW | $8.66M | 0.99% | 0.01% | +150.0% | Q2 2023 |
| GOOG | $8.16M | 0.93% | Not reported | Not reported | Q4 2015 |
| LUXE | $8.08M | 0.92% | 0.69% | +11.1% | Q2 2021 |
| GOOGL | $7.83M | 0.90% | 0.00% | Not reported | Q4 2015 |
| PH | $7.66M | 0.88% | 0.01% | Not reported | Q2 2022 |
 GNRC | $5.86M | 0.67% | 0.06% | -22.2% | Q1 2022 |
| MTSI | $5.69M | 0.65% | 0.06% | +12.3% | Q1 2021 |
 SN | $5.16M | 0.59% | 0.04% | Not reported | Q1 2025 |
| LULU | $5.1M | 0.58% | 0.03% | +53.7% | Q4 2013 |
 EW | $5.06M | 0.58% | 0.01% | +18.2% | Q4 2016 |
| W | $3.57M | 0.41% | Not reported | Not reported | Q2 2017 |
| DKS | $2.22M | 0.25% | 0.01% | Not reported | Q3 2020 |
| MRVL | $1.68M | 0.19% | 0.00% | New | Q3 2025 |