Avalon Global Asset Management as of Dec. 31, 2017
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 38 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 8.2 | $17M | 404k | 41.12 | |
| Apple (AAPL) | 7.8 | $16M | 93k | 169.23 | |
| Servicenow (NOW) | 4.7 | $9.5M | 73k | 130.40 | |
| Nordstrom (JWN) | 4.7 | $9.5M | 200k | 47.38 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.4 | $8.9M | 40k | 223.65 | |
| Western Digital (WDC) | 4.3 | $8.8M | 110k | 79.53 | |
| Palo Alto Networks (PANW) | 4.3 | $8.7M | 60k | 144.93 | |
| Amazon (AMZN) | 3.8 | $7.8M | 6.6k | 1169.53 | |
| stock | 3.6 | $7.3M | 88k | 82.84 | |
| L Brands | 3.1 | $6.3M | 105k | 60.22 | |
| Lululemon Athletica (LULU) | 2.9 | $5.9M | 75k | 78.59 | |
| athenahealth | 2.7 | $5.4M | 41k | 133.03 | |
| Stanley Black & Decker (SWK) | 2.5 | $5.1M | 30k | 169.70 | |
| Macy's (M) | 2.5 | $5.0M | 200k | 25.19 | |
| 2u (TWOU) | 2.4 | $4.8M | 75k | 64.51 | |
| Paypal Holdings (PYPL) | 2.4 | $4.8M | 65k | 73.62 | |
| MaxLinear (MXL) | 2.1 | $4.3M | 162k | 26.42 | |
| Cavium | 2.1 | $4.2M | 50k | 83.84 | |
| Mohawk Industries (MHK) | 2.0 | $4.1M | 15k | 275.93 | |
| Pvh Corporation (PVH) | 2.0 | $4.1M | 30k | 137.20 | |
| Tesla Motors (TSLA) | 1.9 | $3.9M | 13k | 311.36 | |
| Veeva Sys Inc cl a (VEEV) | 1.9 | $3.9M | 70k | 55.29 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $3.7M | 3.5k | 1053.41 | |
| Chegg (CHGG) | 1.8 | $3.7M | 225k | 16.32 | |
| Bristol Myers Squibb (BMY) | 1.8 | $3.6M | 59k | 61.28 | |
| Broad | 1.8 | $3.6M | 14k | 256.93 | |
| Kroger (KR) | 1.8 | $3.6M | 130k | 27.45 | |
| Silicon Laboratories (SLAB) | 1.8 | $3.5M | 40k | 88.30 | |
| Workday Inc cl a (WDAY) | 1.5 | $3.1M | 30k | 101.73 | |
| Jazz Pharmaceuticals (JAZZ) | 1.5 | $3.0M | 22k | 134.66 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $2.8M | 2.7k | 1046.49 | |
| Proofpoint | 1.3 | $2.7M | 30k | 88.80 | |
| Bed Bath & Beyond | 1.3 | $2.6M | 120k | 21.99 | |
| Children's Place Retail Stores (PLCE) | 1.3 | $2.5M | 18k | 145.37 | |
| Visteon Corporation (VC) | 1.2 | $2.5M | 20k | 125.15 | |
| Edwards Lifesciences (EW) | 1.1 | $2.3M | 20k | 112.70 | |
| Kohl's Corporation (KSS) | 1.1 | $2.2M | 40k | 54.22 | |
| Foot Locker (FL) | 0.9 | $1.9M | 40k | 46.88 |
