Avalon Global Asset Management

Avalon Global Asset Management as of June 30, 2017

Portfolio Holdings for Avalon Global Asset Management

Avalon Global Asset Management holds 34 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
athenahealth 6.7 $12M 86k 140.54
Palo Alto Networks (PANW) 6.4 $11M 85k 133.81
Western Digital (WDC) 5.7 $10M 115k 88.60
Micron Technology (MU) 5.2 $9.4M 315k 29.86
iShares MSCI Canada Index (EWC) 5.2 $9.4M 350k 26.76
Servicenow (NOW) 5.2 $9.3M 88k 106.00
Bristol Myers Squibb (BMY) 4.3 $7.8M 139k 55.71
Apple (AAPL) 4.3 $7.7M 53k 144.02
stock 3.9 $7.0M 123k 56.89
Macy's (M) 3.6 $6.4M 276k 23.24
Amazon (AMZN) 3.6 $6.4M 6.6k 968.02
Nordstrom (JWN) 3.2 $5.8M 121k 47.83
Pvh Corporation (PVH) 3.1 $5.6M 49k 114.50
Cavium 3.0 $5.4M 87k 62.13
Lululemon Athletica (LULU) 2.8 $5.1M 85k 59.67
Darden Restaurants (DRI) 2.5 $4.5M 50k 90.44
Broad 2.5 $4.4M 19k 233.05
Allergan 2.2 $4.0M 17k 243.09
2u 2.1 $3.8M 80k 46.92
MaxLinear (MXL) 2.0 $3.7M 132k 27.89
Veeva Sys Inc cl a (VEEV) 2.0 $3.7M 60k 61.32
Mohawk Industries (MHK) 2.0 $3.6M 15k 241.67
Children's Place Retail Stores (PLCE) 2.0 $3.6M 35k 102.11
Gilead Sciences (GILD) 2.0 $3.5M 50k 70.78
Silicon Laboratories (SLAB) 2.0 $3.5M 52k 68.36
Jazz Pharmaceuticals (JAZZ) 1.9 $3.4M 22k 155.49
Alphabet Inc Class A cs (GOOGL) 1.8 $3.3M 3.5k 929.55
Alphabet Inc Class C cs (GOOG) 1.7 $3.0M 3.3k 908.76
Workday Inc cl a (WDAY) 1.6 $2.9M 30k 97.00
Stanley Black & Decker (SWK) 1.6 $2.8M 20k 140.75
Las Vegas Sands (LVS) 1.2 $2.2M 35k 63.89
Proofpoint 1.2 $2.2M 25k 86.84
Chegg (CHGG) 0.7 $1.2M 100k 12.29
Wayfair (W) 0.4 $769k 10k 76.90