Avalon Global Asset Management as of June 30, 2018
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 41 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 7.5 | $21M | 101k | 205.47 | |
| athenahealth | 4.7 | $13M | 81k | 159.14 | |
| Parker-Hannifin Corporation (PH) | 4.0 | $11M | 70k | 155.86 | |
| stock | 3.9 | $11M | 109k | 99.11 | |
| Micron Technology (MU) | 3.9 | $11M | 205k | 52.44 | |
| Amazon (AMZN) | 3.8 | $10M | 6.1k | 1699.84 | |
| Servicenow (NOW) | 3.8 | $10M | 60k | 172.48 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $10M | 8.9k | 1129.31 | |
| Apple (AAPL) | 3.2 | $8.9M | 48k | 185.10 | |
| Cisco Systems (CSCO) | 3.1 | $8.6M | 200k | 43.03 | |
| Lennar Corporation (LEN) | 3.0 | $8.1M | 155k | 52.50 | |
| Western Digital (WDC) | 2.8 | $7.8M | 100k | 77.41 | |
| CVS Caremark Corporation (CVS) | 2.8 | $7.7M | 120k | 64.35 | |
| Macy's (M) | 2.7 | $7.5M | 201k | 37.43 | |
| Veeva Sys Inc cl a (VEEV) | 2.6 | $7.3M | 95k | 76.86 | |
| Kroger (KR) | 2.6 | $7.1M | 250k | 28.45 | |
| Gilead Sciences (GILD) | 2.6 | $7.1M | 100k | 70.84 | |
| 2u (TWOU) | 2.4 | $6.7M | 80k | 83.56 | |
| Michael Kors Holdings | 2.4 | $6.7M | 100k | 66.60 | |
| Lululemon Athletica (LULU) | 2.3 | $6.2M | 50k | 124.86 | |
| Nordstrom (JWN) | 2.3 | $6.2M | 120k | 51.78 | |
| Chegg (CHGG) | 2.0 | $5.6M | 200k | 27.79 | |
| Paypal Holdings (PYPL) | 2.0 | $5.4M | 65k | 83.28 | |
| Xilinx | 1.9 | $5.2M | 80k | 65.26 | |
| Proofpoint | 1.9 | $5.2M | 45k | 115.31 | |
| Dollar Tree (DLTR) | 1.9 | $5.1M | 60k | 85.00 | |
| Workday Inc cl a (WDAY) | 1.8 | $4.8M | 40k | 121.12 | |
| Jazz Pharmaceuticals (JAZZ) | 1.7 | $4.7M | 27k | 172.28 | |
| L Brands | 1.7 | $4.6M | 125k | 36.88 | |
| Silicon Laboratories (SLAB) | 1.6 | $4.5M | 45k | 99.60 | |
| Pvh Corporation (PVH) | 1.6 | $4.5M | 30k | 149.73 | |
| Chipotle Mexican Grill (CMG) | 1.6 | $4.3M | 10k | 431.40 | |
| Tiffany & Co. | 1.4 | $3.9M | 30k | 131.60 | |
| Visteon Corporation (VC) | 1.4 | $3.9M | 30k | 129.23 | |
| Broadcom (AVGO) | 1.3 | $3.6M | 15k | 242.67 | |
| Las Vegas Sands (LVS) | 1.2 | $3.4M | 45k | 76.36 | |
| Skechers USA (SKX) | 1.2 | $3.3M | 110k | 30.01 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $3.0M | 2.7k | 1115.50 | |
| MaxLinear (MXL) | 1.1 | $2.9M | 187k | 15.59 | |
| Stanley Black & Decker (SWK) | 1.0 | $2.7M | 20k | 132.80 | |
| Okta Inc cl a (OKTA) | 0.6 | $1.8M | 35k | 50.37 |
