Avalon Global Asset Management

Avalon Global Asset Management as of March 31, 2019

Portfolio Holdings for Avalon Global Asset Management

Avalon Global Asset Management holds 30 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Servicenow (NOW) 6.3 $12M 48k 246.50
Palo Alto Networks (PANW) 6.2 $12M 48k 242.87
Amazon (AMZN) 5.8 $11M 6.2k 1780.81
stock 5.6 $11M 85k 124.60
Veeva Sys Inc cl a (VEEV) 5.4 $10M 80k 126.85
Micron Technology (MU) 5.2 $9.8M 236k 41.33
Apple (AAPL) 5.1 $9.5M 50k 189.96
Lululemon Athletica (LULU) 4.0 $7.5M 46k 163.87
Tesla Motors (TSLA) 3.7 $7.0M 25k 279.84
Paypal Holdings (PYPL) 3.7 $6.9M 67k 103.84
Facebook Inc cl a (META) 3.6 $6.7M 40k 166.70
2u 3.5 $6.5M 92k 70.85
CVS Caremark Corporation (CVS) 3.5 $6.5M 120k 53.93
Lennar Corporation (LEN) 3.3 $6.1M 125k 49.09
Michael Kors Holdings Ord (CPRI) 3.0 $5.7M 125k 45.75
Macy's (M) 3.0 $5.6M 232k 24.03
Parker-Hannifin Corporation (PH) 2.8 $5.1M 30k 171.63
Proofpoint 2.6 $4.9M 40k 121.42
Activision Blizzard 2.4 $4.6M 100k 45.53
Broadcom (AVGO) 2.4 $4.5M 15k 300.73
Nordstrom (JWN) 2.4 $4.4M 100k 44.38
MaxLinear (MXL) 2.4 $4.4M 173k 25.53
Chegg (CHGG) 2.3 $4.4M 115k 38.12
Silicon Laboratories (SLAB) 2.2 $4.2M 51k 80.86
Five Below (FIVE) 2.0 $3.7M 30k 124.27
Alphabet Inc Class A cs (GOOGL) 1.9 $3.5M 3.0k 1177.00
Jazz Pharmaceuticals (JAZZ) 1.8 $3.3M 23k 142.93
Alphabet Inc Class C cs (GOOG) 1.8 $3.3M 2.8k 1173.31
Stanley Black & Decker (SWK) 1.4 $2.7M 20k 136.15
Weight Watchers International 0.8 $1.5M 75k 20.15