Avalon Global Asset Management as of Dec. 31, 2013
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 32 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $7.7M | 14k | 561.01 | |
| athenahealth | 6.5 | $6.9M | 51k | 134.51 | |
| Vmware Cl A Com | 5.9 | $6.3M | 70k | 89.71 | |
| Google Cl A | 5.8 | $6.2M | 5.5k | 1120.73 | |
| Lululemon Athletica (LULU) | 5.5 | $5.8M | 98k | 59.03 | |
| Amazon (AMZN) | 5.1 | $5.4M | 14k | 398.81 | |
| Deckers Outdoor Corporation (DECK) | 4.6 | $4.9M | 58k | 84.45 | |
| SanDisk Corporation | 4.0 | $4.2M | 60k | 70.53 | |
| Informatica Corporation | 3.9 | $4.2M | 100k | 41.50 | |
| Nordstrom (JWN) | 3.7 | $3.9M | 63k | 61.79 | |
| Macy's (M) | 3.3 | $3.5M | 65k | 53.40 | |
| salesforce (CRM) | 3.1 | $3.3M | 60k | 55.18 | |
| Citrix Systems | 3.0 | $3.2M | 50k | 63.26 | |
| Suntrust Banks Inc $1.00 Par Cmn | 3.0 | $3.1M | 85k | 36.81 | |
| Capital One Financial (COF) | 2.9 | $3.1M | 40k | 76.60 | |
| Urban Outfitters (URBN) | 2.8 | $3.0M | 80k | 37.10 | |
| Ann | 2.8 | $2.9M | 80k | 36.56 | |
| Coach | 2.6 | $2.8M | 50k | 56.14 | |
| Alliance Data Systems Corporation (BFH) | 2.5 | $2.6M | 10k | 262.90 | |
| Maxlinear Cl A (MXL) | 2.5 | $2.6M | 250k | 10.43 | |
| eBay (EBAY) | 2.1 | $2.2M | 40k | 54.88 | |
| Bristol Myers Squibb (BMY) | 2.0 | $2.1M | 40k | 53.15 | |
| Servicenow (NOW) | 1.8 | $2.0M | 35k | 56.00 | |
| Comerica Incorporated (CMA) | 1.8 | $1.9M | 40k | 47.55 | |
| F5 Networks (FFIV) | 1.7 | $1.8M | 20k | 90.85 | |
| TrueBlue (TBI) | 1.7 | $1.8M | 70k | 25.79 | |
| Sina Corp Ord | 1.6 | $1.7M | 20k | 84.25 | |
| Robert Half International (RHI) | 1.6 | $1.7M | 40k | 42.00 | |
| Michael Kors Hldgs SHS | 1.5 | $1.6M | 20k | 81.20 | |
| On Assignment | 1.3 | $1.4M | 40k | 34.92 | |
| Best Buy (BBY) | 1.1 | $1.2M | 30k | 39.87 | |
| Broadcom Corp Cl A | 1.1 | $1.2M | 40k | 29.65 |
