Avalon Global Asset Management as of Dec. 31, 2019
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Trust Series 1 (QQQ) | 57.5 | $266M | 1.3M | 212.61 | |
| Servicenow (NOW) | 5.0 | $23M | 81k | 282.32 | |
| Palo Alto Networks (PANW) | 4.1 | $19M | 81k | 231.24 | |
| stock | 2.6 | $12M | 80k | 149.77 | |
| Apple (AAPL) | 2.6 | $12M | 41k | 293.65 | |
| Micron Technology (MU) | 2.3 | $11M | 195k | 53.78 | |
| Amazon (AMZN) | 2.2 | $10M | 5.4k | 1847.87 | |
| salesforce (CRM) | 2.1 | $9.8M | 60k | 162.63 | |
| Veeva Sys Inc cl a (VEEV) | 2.1 | $9.6M | 69k | 140.66 | |
| Paypal Holdings (PYPL) | 1.6 | $7.5M | 69k | 108.17 | |
| Ww Intl (WW) | 1.3 | $5.9M | 155k | 38.21 | |
| Pvh Corporation (PVH) | 1.2 | $5.8M | 55k | 105.15 | |
| CVS Caremark Corporation (CVS) | 1.2 | $5.7M | 77k | 74.30 | |
| Activision Blizzard | 1.2 | $5.7M | 96k | 59.42 | |
| Lululemon Athletica (LULU) | 1.1 | $5.2M | 23k | 231.66 | |
| Dollar Tree (DLTR) | 1.1 | $5.2M | 55k | 94.05 | |
| Silicon Laboratories (SLAB) | 1.1 | $4.9M | 42k | 115.99 | |
| Broadcom (AVGO) | 1.0 | $4.8M | 15k | 316.05 | |
| Proofpoint | 1.0 | $4.6M | 40k | 114.79 | |
| Chegg (CHGG) | 0.9 | $4.4M | 116k | 37.91 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.9 | $4.2M | 85k | 49.87 | |
| Analog Devices (ADI) | 0.9 | $4.2M | 35k | 118.83 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.9 | $4.1M | 27k | 150.29 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $3.9M | 2.9k | 1339.38 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $3.7M | 2.7k | 1337.00 | |
| Kohl's Corporation (KSS) | 0.7 | $3.1M | 60k | 50.95 | |
| Twilio Inc cl a (TWLO) | 0.6 | $2.9M | 30k | 98.27 | |
| Xilinx | 0.6 | $2.9M | 30k | 97.77 | |
| UnitedHealth (UNH) | 0.5 | $2.2M | 7.5k | 294.00 |
