Avalon Global Asset Management as of Sept. 30, 2015
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 37 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $9.8M | 89k | 110.30 | |
| Amazon (AMZN) | 5.5 | $7.7M | 15k | 511.87 | |
| athenahealth | 5.4 | $7.5M | 56k | 133.36 | |
| Gilead Sciences (GILD) | 5.1 | $7.1M | 73k | 98.19 | |
| Allergan | 4.9 | $6.8M | 25k | 271.80 | |
| Servicenow (NOW) | 4.8 | $6.7M | 96k | 69.45 | |
| Palo Alto Networks (PANW) | 4.8 | $6.7M | 39k | 172.00 | |
| VMware | 4.3 | $6.0M | 76k | 78.79 | |
| Facebook Inc cl a (META) | 3.2 | $4.5M | 50k | 89.90 | |
| Cavium | 2.9 | $4.0M | 66k | 61.37 | |
| Western Digital (WDC) | 2.9 | $4.0M | 50k | 79.44 | |
| MaxLinear (MXL) | 2.7 | $3.8M | 303k | 12.44 | |
| SanDisk Corporation | 2.6 | $3.6M | 66k | 54.34 | |
| Veeva Sys Inc cl a (VEEV) | 2.4 | $3.4M | 144k | 23.41 | |
| Lululemon Athletica (LULU) | 2.4 | $3.3M | 66k | 50.65 | |
| Kohl's Corporation (KSS) | 2.3 | $3.2M | 70k | 46.31 | |
| Workday Inc cl a (WDAY) | 2.2 | $3.1M | 45k | 68.88 | |
| 2.2 | $3.1M | 4.9k | 638.35 | ||
| Google Inc Class C | 2.2 | $3.1M | 5.1k | 608.35 | |
| stock | 2.2 | $3.1M | 55k | 55.35 | |
| Bristol Myers Squibb (BMY) | 2.2 | $3.0M | 51k | 59.21 | |
| Silicon Laboratories (SLAB) | 2.1 | $2.9M | 70k | 41.53 | |
| Under Armour (UAA) | 2.1 | $2.9M | 30k | 96.77 | |
| salesforce (CRM) | 2.0 | $2.8M | 40k | 69.42 | |
| Men's Wearhouse | 2.0 | $2.8M | 65k | 42.52 | |
| Capital One Financial (COF) | 2.0 | $2.8M | 38k | 72.53 | |
| Alliance Data Systems Corporation (BFH) | 1.8 | $2.5M | 9.7k | 259.03 | |
| Puma Biotechnology (PBYI) | 1.8 | $2.5M | 33k | 75.35 | |
| Nordstrom (JWN) | 1.7 | $2.4M | 34k | 71.70 | |
| Fireeye | 1.7 | $2.4M | 75k | 31.81 | |
| Seagate Technology Com Stk | 1.7 | $2.3M | 52k | 44.81 | |
| Micron Technology (MU) | 1.6 | $2.2M | 150k | 14.98 | |
| 2u (TWOU) | 1.4 | $2.0M | 55k | 35.91 | |
| Tableau Software Inc Cl A | 1.1 | $1.6M | 20k | 79.80 | |
| American Eagle Outfitters (AEO) | 1.0 | $1.4M | 90k | 15.63 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.2M | 15k | 82.20 | |
| Deckers Outdoor Corporation (DECK) | 0.4 | $610k | 11k | 58.10 |
