Avalon Global Asset Management as of Dec. 31, 2018
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 10.7 | $18M | 94k | 188.35 | |
| Servicenow (NOW) | 6.0 | $9.9M | 56k | 178.04 | |
| stock | 5.9 | $9.7M | 92k | 104.85 | |
| Amazon (AMZN) | 5.6 | $9.2M | 6.2k | 1501.95 | |
| Adobe Systems Incorporated (ADBE) | 5.5 | $9.1M | 40k | 226.25 | |
| Tiffany & Co. | 4.9 | $8.1M | 100k | 80.51 | |
| Apple (AAPL) | 4.8 | $7.9M | 50k | 157.74 | |
| Veeva Sys Inc cl a (VEEV) | 4.8 | $7.9M | 88k | 89.32 | |
| Micron Technology (MU) | 4.1 | $6.7M | 211k | 31.73 | |
| Macy's (M) | 3.8 | $6.2M | 207k | 29.78 | |
| Lululemon Athletica (LULU) | 3.8 | $6.2M | 51k | 121.60 | |
| Paypal Holdings (PYPL) | 3.4 | $5.6M | 67k | 84.10 | |
| 2u | 2.9 | $4.8M | 97k | 49.72 | |
| CVS Caremark Corporation (CVS) | 2.9 | $4.7M | 72k | 65.52 | |
| Chegg (CHGG) | 2.8 | $4.6M | 160k | 28.42 | |
| Cisco Systems (CSCO) | 2.7 | $4.5M | 103k | 43.33 | |
| Silicon Laboratories (SLAB) | 2.7 | $4.4M | 56k | 78.81 | |
| Nordstrom (JWN) | 2.6 | $4.3M | 93k | 46.61 | |
| Tapestry (TPR) | 2.6 | $4.2M | 125k | 33.75 | |
| Lennar Corporation (LEN) | 2.4 | $3.9M | 100k | 39.15 | |
| Broadcom (AVGO) | 2.3 | $3.8M | 15k | 254.30 | |
| Jazz Pharmaceuticals (JAZZ) | 2.1 | $3.5M | 28k | 123.95 | |
| Workday Inc cl a (WDAY) | 2.1 | $3.4M | 22k | 159.68 | |
| MaxLinear (MXL) | 2.1 | $3.4M | 193k | 17.60 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $3.1M | 3.0k | 1045.00 | |
| Weight Watchers International | 1.9 | $3.1M | 80k | 38.55 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $2.9M | 2.8k | 1035.59 | |
| Okta Inc cl a (OKTA) | 1.2 | $2.0M | 31k | 63.80 |
