Avalon Global Asset Management as of Dec. 31, 2014
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 35 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.5 | $8.7M | 79k | 110.38 | |
| athenahealth | 6.7 | $7.7M | 53k | 145.70 | |
| Palo Alto Networks (PANW) | 6.0 | $6.9M | 57k | 122.57 | |
| Servicenow (NOW) | 5.3 | $6.1M | 90k | 67.86 | |
| VMware | 4.6 | $5.4M | 65k | 82.52 | |
| Lululemon Athletica (LULU) | 4.2 | $4.8M | 86k | 55.79 | |
| Gilead Sciences (GILD) | 3.7 | $4.2M | 45k | 94.27 | |
| Deckers Outdoor Corporation (DECK) | 3.6 | $4.1M | 46k | 91.03 | |
| Amazon (AMZN) | 3.5 | $4.0M | 13k | 310.35 | |
| Workday Inc cl a (WDAY) | 3.5 | $4.0M | 50k | 81.62 | |
| Ralph Lauren Corp (RL) | 3.2 | $3.7M | 20k | 185.15 | |
| Nordstrom (JWN) | 3.0 | $3.4M | 43k | 79.38 | |
| SanDisk Corporation | 3.0 | $3.4M | 35k | 97.97 | |
| Cavium | 2.9 | $3.4M | 55k | 61.82 | |
| salesforce (CRM) | 2.7 | $3.2M | 53k | 59.30 | |
| Alliance Data Systems Corporation (BFH) | 2.7 | $3.1M | 11k | 286.09 | |
| Puma Biotechnology (PBYI) | 2.6 | $3.0M | 16k | 189.25 | |
| Veeva Sys Inc cl a (VEEV) | 2.6 | $3.0M | 112k | 26.41 | |
| Bristol Myers Squibb (BMY) | 2.5 | $3.0M | 50k | 59.04 | |
| Capital One Financial (COF) | 2.5 | $2.9M | 35k | 82.54 | |
| 2.2 | $2.6M | 4.9k | 530.72 | ||
| Seagate Technology Com Stk | 2.2 | $2.6M | 39k | 66.51 | |
| Google Inc Class C | 2.2 | $2.5M | 4.8k | 526.45 | |
| Manpower (MAN) | 2.1 | $2.4M | 35k | 68.17 | |
| Broadcom Corporation | 2.0 | $2.3M | 53k | 43.33 | |
| Silicon Laboratories (SLAB) | 1.9 | $2.1M | 45k | 47.62 | |
| Ellie Mae | 1.7 | $2.0M | 50k | 40.32 | |
| MaxLinear (MXL) | 1.6 | $1.8M | 245k | 7.41 | |
| D.R. Horton (DHI) | 1.5 | $1.8M | 70k | 25.29 | |
| Western Digital (WDC) | 1.4 | $1.7M | 15k | 110.73 | |
| F5 Networks (FFIV) | 1.4 | $1.6M | 13k | 130.48 | |
| Monolithic Power Systems (MPWR) | 1.3 | $1.5M | 30k | 49.73 | |
| TrueBlue (TBI) | 1.0 | $1.2M | 53k | 22.25 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.1M | 15k | 72.73 | |
| Container Store (TCS) | 0.3 | $383k | 20k | 19.15 |
