Avalon Global Asset Management

Avalon Global Asset Management as of Sept. 30, 2017

Portfolio Holdings for Avalon Global Asset Management

Avalon Global Asset Management holds 39 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 2000 Index (IWM) 16.9 $45M 300k 148.18
Micron Technology (MU) 7.5 $20M 499k 39.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 5.2 $14M 60k 226.07
Amazon (AMZN) 4.6 $12M 13k 961.39
athenahealth 4.1 $11M 86k 124.36
Servicenow (NOW) 3.7 $9.8M 83k 117.52
Palo Alto Networks (PANW) 3.3 $8.7M 60k 144.11
Apple (AAPL) 3.1 $8.2M 53k 154.12
Allergan 2.7 $7.2M 35k 204.94
Nordstrom (JWN) 2.7 $7.1M 150k 47.15
Macy's (M) 2.5 $6.5M 300k 21.82
L Brands 2.4 $6.2M 150k 41.61
Lululemon Athletica (LULU) 2.4 $6.2M 100k 62.26
Children's Place Retail Stores (PLCE) 2.4 $6.2M 53k 118.15
stock 2.4 $6.2M 93k 66.43
Cavium 2.3 $6.0M 92k 65.94
Western Digital (WDC) 2.2 $5.7M 65k 86.40
Gilead Sciences (GILD) 2.2 $5.7M 70k 81.03
Amgen (AMGN) 2.1 $5.6M 30k 186.43
Stanley Black & Decker (SWK) 2.0 $5.3M 35k 150.95
2u (TWOU) 1.7 $4.5M 80k 56.04
Pvh Corporation (PVH) 1.7 $4.4M 35k 126.06
Silicon Laboratories (SLAB) 1.6 $4.1M 52k 79.90
Bristol Myers Squibb (BMY) 1.4 $3.8M 59k 63.74
Mohawk Industries (MHK) 1.4 $3.7M 15k 247.53
Alphabet Inc Class A cs (GOOGL) 1.3 $3.4M 3.5k 973.58
Broad 1.3 $3.4M 14k 242.57
Veeva Sys Inc cl a (VEEV) 1.3 $3.4M 60k 56.42
Jazz Pharmaceuticals (JAZZ) 1.2 $3.2M 22k 146.27
Las Vegas Sands (LVS) 1.2 $3.2M 50k 64.16
Workday Inc cl a (WDAY) 1.2 $3.2M 30k 105.40
Alphabet Inc Class C cs (GOOG) 1.2 $3.2M 3.3k 959.21
MaxLinear (MXL) 1.2 $3.1M 132k 23.75
Oracle Corporation (ORCL) 1.1 $2.9M 60k 48.35
Chegg (CHGG) 1.1 $2.9M 196k 14.84
Xilinx 1.1 $2.8M 40k 70.82
Visteon Corporation (VC) 0.9 $2.5M 20k 123.75
Proofpoint 0.8 $2.2M 25k 87.24
Paypal Holdings (PYPL) 0.5 $1.3M 20k 64.05