Avalon Global Asset Management as of March 31, 2020
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 37 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.1 | $19M | 9.9k | 1949.69 | |
| Paypal Holdings (PYPL) | 5.0 | $11M | 110k | 95.74 | |
| Apple (AAPL) | 4.5 | $9.6M | 38k | 254.28 | |
| Servicenow (NOW) | 4.5 | $9.5M | 33k | 286.58 | |
| stock | 4.5 | $9.5M | 75k | 126.23 | |
| Veeva Sys Inc cl a (VEEV) | 4.4 | $9.3M | 60k | 156.37 | |
| Micron Technology (MU) | 4.3 | $9.2M | 220k | 42.06 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.2 | $8.9M | 160k | 55.68 | |
| Palo Alto Networks (PANW) | 3.9 | $8.4M | 51k | 163.96 | |
| Fidelity National Information Services (FIS) | 3.1 | $6.7M | 55k | 121.64 | |
| Bristol Myers Squibb (BMY) | 3.1 | $6.7M | 120k | 55.74 | |
| Facebook Inc cl a (META) | 3.1 | $6.7M | 40k | 166.80 | |
| Target Corporation (TGT) | 3.1 | $6.5M | 70k | 92.97 | |
| Microsoft Corporation (MSFT) | 3.0 | $6.3M | 40k | 157.70 | |
| Lululemon Athletica (LULU) | 2.9 | $6.2M | 33k | 189.56 | |
| salesforce (CRM) | 2.6 | $5.4M | 38k | 143.97 | |
| Skyworks Solutions (SWKS) | 2.5 | $5.4M | 60k | 89.38 | |
| NVIDIA Corporation (NVDA) | 2.5 | $5.3M | 20k | 263.60 | |
| Netflix (NFLX) | 2.5 | $5.3M | 14k | 375.50 | |
| Shopify Inc cl a (SHOP) | 2.2 | $4.6M | 11k | 416.91 | |
| CVS Caremark Corporation (CVS) | 2.1 | $4.5M | 77k | 59.33 | |
| Ww Intl (WW) | 2.0 | $4.2M | 246k | 16.91 | |
| Nike (NKE) | 1.9 | $4.1M | 50k | 82.74 | |
| Broadcom (AVGO) | 1.9 | $4.1M | 17k | 237.11 | |
| Silicon Laboratories (SLAB) | 1.8 | $3.9M | 45k | 85.41 | |
| Chegg (CHGG) | 1.7 | $3.6M | 101k | 35.78 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $3.4M | 2.9k | 1161.99 | |
| Activision Blizzard | 1.6 | $3.3M | 56k | 59.48 | |
| Pvh Corporation (PVH) | 1.5 | $3.2M | 85k | 37.64 | |
| Alphabet Inc Class C cs (GOOG) | 1.5 | $3.2M | 2.7k | 1162.64 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.5 | $3.2M | 31k | 101.99 | |
| UnitedHealth (UNH) | 1.5 | $3.1M | 13k | 249.36 | |
| Proofpoint | 1.1 | $2.4M | 24k | 102.58 | |
| Wayfair (W) | 1.0 | $2.1M | 40k | 53.45 | |
| Walt Disney Company (DIS) | 0.9 | $1.9M | 20k | 96.60 | |
| Zscaler Incorporated (ZS) | 0.7 | $1.4M | 24k | 60.85 | |
| Southwest Airlines (LUV) | 0.7 | $1.4M | 40k | 35.60 |
