Avalon Global Asset Management as of Dec. 31, 2021
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 28 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.3 | $21M | 118k | 177.57 | |
| Crowdstrike Hldgs Cl A (CRWD) | 7.2 | $21M | 101k | 204.75 | |
| NVIDIA Corporation (NVDA) | 7.2 | $21M | 70k | 294.11 | |
| Palo Alto Networks (PANW) | 7.1 | $20M | 37k | 556.75 | |
| Servicenow (NOW) | 7.1 | $20M | 31k | 649.11 | |
| Micron Technology (MU) | 6.8 | $20M | 210k | 93.15 | |
| Amazon (AMZN) | 6.3 | $18M | 5.4k | 3334.32 | |
| stock | 5.1 | $15M | 126k | 115.72 | |
| Snowflake Cl A (SNOW) | 4.7 | $14M | 40k | 338.75 | |
| Veeva Sys Cl A Com (VEEV) | 4.5 | $13M | 50k | 255.48 | |
| Paypal Holdings (PYPL) | 4.0 | $11M | 60k | 188.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $8.5M | 2.9k | 2896.92 | |
| Twilio Cl A (TWLO) | 2.8 | $7.9M | 30k | 263.33 | |
| M/a (MTSI) | 2.7 | $7.8M | 100k | 78.30 | |
| Lululemon Athletica (LULU) | 2.5 | $7.1M | 18k | 391.45 | |
| Catalent (CTLT) | 2.5 | $7.0M | 55k | 128.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $7.0M | 2.4k | 2893.42 | |
| Disney Walt Com Disney (DIS) | 2.4 | $7.0M | 45k | 154.89 | |
| Silicon Laboratories (SLAB) | 2.2 | $6.2M | 30k | 206.41 | |
| Skyworks Solutions (SWKS) | 2.2 | $6.2M | 40k | 155.15 | |
| Global Payments (GPN) | 1.9 | $5.4M | 40k | 135.18 | |
| Pinterest Cl A (PINS) | 1.8 | $5.1M | 140k | 36.35 | |
| Nordstrom (JWN) | 1.4 | $4.0M | 175k | 22.62 | |
| Activision Blizzard | 1.3 | $3.7M | 56k | 66.53 | |
| Ww Intl (WW) | 1.2 | $3.6M | 221k | 16.13 | |
| Chegg (CHGG) | 0.9 | $2.6M | 86k | 30.70 | |
| Sailpoint Technlgies Hldgs I | 0.8 | $2.4M | 50k | 48.34 | |
| Myt Netherlands Parent B V Ads (MYTE) | 0.7 | $1.9M | 90k | 21.21 |
