Avalon Global Asset Management as of Dec. 31, 2015
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 36 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| athenahealth | 6.6 | $8.0M | 50k | 160.97 | |
| Apple (AAPL) | 5.7 | $6.8M | 65k | 105.26 | |
| Palo Alto Networks (PANW) | 5.7 | $6.8M | 39k | 176.13 | |
| Servicenow (NOW) | 5.7 | $6.8M | 79k | 86.56 | |
| Amazon (AMZN) | 5.4 | $6.5M | 9.6k | 675.91 | |
| Allergan | 3.9 | $4.7M | 15k | 312.48 | |
| Gilead Sciences (GILD) | 3.6 | $4.3M | 43k | 101.20 | |
| stock | 3.5 | $4.1M | 71k | 58.81 | |
| Veeva Sys Inc cl a (VEEV) | 3.4 | $4.0M | 140k | 28.85 | |
| Lululemon Athletica (LULU) | 3.1 | $3.7M | 71k | 52.47 | |
| Cavium | 3.0 | $3.7M | 56k | 65.71 | |
| Chipotle Mexican Grill (CMG) | 3.0 | $3.6M | 7.5k | 479.87 | |
| Tesla Motors (TSLA) | 3.0 | $3.6M | 15k | 240.00 | |
| SanDisk Corporation | 2.9 | $3.5M | 46k | 76.00 | |
| Alphabet Inc Class C cs (GOOG) | 2.8 | $3.4M | 4.4k | 758.82 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $3.2M | 4.1k | 777.97 | |
| Nordstrom (JWN) | 2.6 | $3.2M | 64k | 49.81 | |
| Silicon Laboratories (SLAB) | 2.6 | $3.2M | 65k | 48.55 | |
| Bristol Myers Squibb (BMY) | 2.6 | $3.1M | 46k | 68.79 | |
| Facebook Inc cl a (META) | 2.6 | $3.1M | 30k | 104.67 | |
| MaxLinear (MXL) | 2.5 | $2.9M | 200k | 14.73 | |
| Tableau Software Inc Cl A | 2.4 | $2.8M | 30k | 94.23 | |
| 2u (TWOU) | 2.3 | $2.8M | 100k | 27.98 | |
| Netflix (NFLX) | 2.3 | $2.7M | 24k | 114.38 | |
| V.F. Corporation (VFC) | 2.1 | $2.5M | 40k | 62.24 | |
| Workday Inc cl a (WDAY) | 2.0 | $2.4M | 30k | 79.67 | |
| Macy's (M) | 1.9 | $2.3M | 65k | 34.98 | |
| Western Digital (WDC) | 1.8 | $2.1M | 35k | 60.06 | |
| Linkedin Corp | 1.5 | $1.8M | 8.0k | 225.12 | |
| American Eagle Outfitters (AEO) | 1.3 | $1.6M | 100k | 15.50 | |
| Micron Technology (MU) | 1.2 | $1.5M | 105k | 14.16 | |
| Deckers Outdoor Corporation (DECK) | 1.2 | $1.4M | 31k | 47.19 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $1.4M | 15k | 93.93 | |
| VMware | 0.8 | $922k | 16k | 56.56 | |
| Skechers USA (SKX) | 0.8 | $906k | 30k | 30.20 | |
| Gopro (GPRO) | 0.8 | $901k | 50k | 18.02 |
