Avalon Global Asset Management as of Dec. 31, 2024
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.1 | $55M | 407k | 134.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 9.4 | $39M | 114k | 342.15 | |
| Target Corporation Call Option (TGT) | 7.3 | $30M | 225k | 135.18 | |
| Servicenow (NOW) | 6.5 | $27M | 26k | 1060.12 | |
| Palo Alto Networks (PANW) | 5.8 | $24M | 132k | 181.96 | |
| Amazon (AMZN) | 5.7 | $24M | 108k | 219.39 | |
| Apple (AAPL) | 4.7 | $20M | 78k | 250.42 | |
| Snowflake Cl A (SNOW) | 4.6 | $19M | 125k | 154.41 | |
| Home Depot (HD) | 4.0 | $17M | 43k | 388.99 | |
| Eaton Corp SHS (ETN) | 3.6 | $15M | 45k | 331.86 | |
| Advanced Micro Devices (AMD) | 3.5 | $15M | 121k | 120.79 | |
| Silicon Laboratories (SLAB) | 3.1 | $13M | 103k | 124.22 | |
| Dick's Sporting Goods (DKS) | 2.7 | $11M | 50k | 228.84 | |
| Vertiv Holdings Com Cl A (VRT) | 2.7 | $11M | 100k | 113.61 | |
| Micron Technology (MU) | 2.3 | $9.6M | 115k | 84.16 | |
| Analog Devices (ADI) | 2.3 | $9.6M | 45k | 212.45 | |
| Cloudflare Cl A Com (NET) | 2.1 | $8.7M | 80k | 107.67 | |
| Veeva Sys Cl A Com (VEEV) | 2.0 | $8.5M | 40k | 210.25 | |
| Dell Technologies CL C (DELL) | 1.9 | $8.1M | 70k | 115.24 | |
| Eli Lilly & Co. (LLY) | 1.9 | $7.7M | 10k | 772.00 | |
| Monolithic Power Systems (MPWR) | 1.8 | $7.7M | 13k | 591.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $7.3M | 39k | 190.44 | |
| Lululemon Athletica (LULU) | 1.7 | $7.3M | 19k | 382.43 | |
| Parker-Hannifin Corporation (PH) | 1.5 | $6.4M | 10k | 636.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $6.1M | 32k | 189.29 | |
| Myt Netherlands Parent B V Ads (LUXE) | 1.4 | $5.7M | 805k | 7.10 | |
| M/a (MTSI) | 1.1 | $4.6M | 36k | 129.92 |
