Avalon Global Asset Management as of Dec. 31, 2022
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 25 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $11M | 86k | 129.93 | |
| Palo Alto Networks (PANW) | 6.9 | $11M | 79k | 139.54 | |
| Servicenow (NOW) | 6.9 | $11M | 28k | 388.26 | |
| NVIDIA Corporation (NVDA) | 6.5 | $10M | 71k | 146.13 | |
| Amazon (AMZN) | 5.7 | $9.0M | 107k | 84.00 | |
| Lululemon Athletica (LULU) | 5.6 | $9.0M | 28k | 320.38 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.5 | $8.7M | 83k | 105.30 | |
| Snowflake Cl A Call Option (SNOW) | 5.4 | $8.6M | 60k | 143.53 | |
| Macy's Call Option (M) | 5.2 | $8.3M | 400k | 20.65 | |
| Analog Devices (ADI) | 5.2 | $8.2M | 50k | 164.04 | |
| Veeva Sys Cl A Com (VEEV) | 4.6 | $7.3M | 45k | 161.38 | |
| Advanced Micro Devices (AMD) | 4.5 | $7.1M | 110k | 64.77 | |
| Home Depot (HD) | 4.0 | $6.3M | 20k | 315.85 | |
| stock | 3.7 | $5.9M | 68k | 86.09 | |
| Silicon Laboratories (SLAB) | 3.4 | $5.4M | 40k | 135.66 | |
| Micron Technology (MU) | 3.3 | $5.2M | 104k | 49.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $4.6M | 52k | 88.23 | |
| M/a (MTSI) | 2.8 | $4.4M | 70k | 62.99 | |
| Catalent (CTLT) | 2.7 | $4.3M | 95k | 45.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $4.3M | 48k | 88.73 | |
| Target Corporation (TGT) | 1.9 | $3.0M | 20k | 149.05 | |
| Cloudflare Cl A Com (NET) | 1.7 | $2.7M | 60k | 45.22 | |
| Paypal Holdings (PYPL) | 1.6 | $2.5M | 35k | 71.23 | |
| Myt Netherlands Parent B V Ads (MYTE) | 0.4 | $668k | 75k | 8.91 | |
| Carvana Cl A Call Option (CVNA) | 0.3 | $403k | 85k | 4.74 |
