Avalon Global Asset Management as of March 31, 2019
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 30 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 6.3 | $12M | 48k | 246.50 | |
| Palo Alto Networks (PANW) | 6.2 | $12M | 48k | 242.87 | |
| Amazon (AMZN) | 5.8 | $11M | 6.2k | 1780.81 | |
| stock | 5.6 | $11M | 85k | 124.60 | |
| Veeva Sys Inc cl a (VEEV) | 5.4 | $10M | 80k | 126.85 | |
| Micron Technology (MU) | 5.2 | $9.8M | 236k | 41.33 | |
| Apple (AAPL) | 5.1 | $9.5M | 50k | 189.96 | |
| Lululemon Athletica (LULU) | 4.0 | $7.5M | 46k | 163.87 | |
| Tesla Motors (TSLA) | 3.7 | $7.0M | 25k | 279.84 | |
| Paypal Holdings (PYPL) | 3.7 | $6.9M | 67k | 103.84 | |
| Facebook Inc cl a (META) | 3.6 | $6.7M | 40k | 166.70 | |
| 2u (TWOU) | 3.5 | $6.5M | 92k | 70.85 | |
| CVS Caremark Corporation (CVS) | 3.5 | $6.5M | 120k | 53.93 | |
| Lennar Corporation (LEN) | 3.3 | $6.1M | 125k | 49.09 | |
| Michael Kors Holdings Ord (CPRI) | 3.0 | $5.7M | 125k | 45.75 | |
| Macy's (M) | 3.0 | $5.6M | 232k | 24.03 | |
| Parker-Hannifin Corporation (PH) | 2.8 | $5.1M | 30k | 171.63 | |
| Proofpoint | 2.6 | $4.9M | 40k | 121.42 | |
| Activision Blizzard | 2.4 | $4.6M | 100k | 45.53 | |
| Broadcom (AVGO) | 2.4 | $4.5M | 15k | 300.73 | |
| Nordstrom (JWN) | 2.4 | $4.4M | 100k | 44.38 | |
| MaxLinear (MXL) | 2.4 | $4.4M | 173k | 25.53 | |
| Chegg (CHGG) | 2.3 | $4.4M | 115k | 38.12 | |
| Silicon Laboratories (SLAB) | 2.2 | $4.2M | 51k | 80.86 | |
| Five Below (FIVE) | 2.0 | $3.7M | 30k | 124.27 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $3.5M | 3.0k | 1177.00 | |
| Jazz Pharmaceuticals (JAZZ) | 1.8 | $3.3M | 23k | 142.93 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $3.3M | 2.8k | 1173.31 | |
| Stanley Black & Decker (SWK) | 1.4 | $2.7M | 20k | 136.15 | |
| Weight Watchers International | 0.8 | $1.5M | 75k | 20.15 |
