Avalon Global Asset Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Avalon Global Asset Management LLC held in its portfolio 36 assets valued at $618,317 (i.e. $618.32K).

The most valuable assets in the portfolio included: NVIDIA CORP ($69.34K), SHARKNINJA INC ($33.57K), and CROWDSTRIKE HLDGS INC ($31.57K).

The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Avalon Global Asset Management LLC Portfolio
NVIDIA CORP
SHARKNINJA INC
CROWDSTRIKE HLDGS INC
MICRON TECHNOLOGY INC
SNOWFLAKE INC
MARVELL TECHNOLOGY INC
VERTIV HOLDINGS CO
ZSCALER INC
AMAZON COM INC
PALO ALTO NETWORKS INC
Avalon Global Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
NVIDIA CORP 371800 69341 COM
SHARKNINJA INC 300000 33570 COM SHS
CROWDSTRIKE HLDGS INC 67340 31566 CL A
MICRON TECHNOLOGY INC 110560 31555 COM
SNOWFLAKE INC 142200 31193 CL A
MARVELL TECHNOLOGY INC 330000 28043 COM
VERTIV HOLDINGS CO 170000 27542 COM CL A
ZSCALER INC 120000 26990 COM
AMAZON COM INC 109600 25298 COM
PALO ALTO NETWORKS INC 134640 24801 COM
TESLA INC 50000 22486 COM
APPLE INC 79580 21635 COM
MONOLITHIC PWR SYS INC 22500 20393 COM
SERVICENOW INC 129600 19853 COM
PULTE GROUP INC 130000 15244 COM
CLOUDFLARE INC 75400 14865 CL A COM
ANALOG DEVICES INC 50300 13641 COM
EATON CORP PLC 42600 13569 SHS
HOME DEPOT INC 38200 13145 COM
SILICON LABORATORIES INC 100000 13070 COM
EMERSON ELEC CO 95000 12608 COM
ALPHABET INC 33500 10512 CAP STK CL C
MONGODB INC 25000 10492 CL A
CRANE COMPANY 55000 10144 COMMON STOCK
ALPHABET INC 32200 10079 CAP STK CL A
PARKER HANNIFIN CORP 10100 8877 COM
BROADCOM INC 25000 8653 COM
ATLASSIAN CORPORATION 50000 8107 CL A
MYT NETHERLANDS PARENT B V 950000 7933 ADS
MACOM TECH SOLUTIONS HLDGS I 40700 6971 COM
CAPITAL ONE FINL CORP 25000 6059 COM
GAP INC 200000 5120 COM
WAYFAIR INC 45000 4518 CL A
DOLLAR TREE INC 35000 4305 COM
LULULEMON ATHLETICA INC 18640 3874 COM
DOORDASH INC 10000 2265 CL A