Avalon Global Asset Management as of Dec. 31, 2016
Portfolio Holdings for Avalon Global Asset Management
Avalon Global Asset Management holds 31 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 6.8 | $8.2M | 66k | 125.06 | |
| Servicenow (NOW) | 6.3 | $7.7M | 104k | 74.34 | |
| Apple (AAPL) | 5.9 | $7.2M | 63k | 115.82 | |
| Amazon (AMZN) | 5.8 | $7.0M | 9.3k | 749.89 | |
| athenahealth | 5.3 | $6.4M | 61k | 105.17 | |
| Micron Technology (MU) | 4.7 | $5.7M | 259k | 21.92 | |
| Lululemon Athletica (LULU) | 4.4 | $5.4M | 83k | 64.99 | |
| NVIDIA Corporation (NVDA) | 4.4 | $5.3M | 50k | 106.74 | |
| stock | 4.1 | $5.0M | 98k | 51.15 | |
| Western Digital (WDC) | 4.1 | $5.0M | 73k | 67.96 | |
| Broad | 3.6 | $4.4M | 25k | 176.79 | |
| Cavium | 3.3 | $4.0M | 64k | 62.43 | |
| Silicon Laboratories (SLAB) | 3.1 | $3.8M | 59k | 65.01 | |
| Pvh Corporation (PVH) | 3.1 | $3.8M | 42k | 90.23 | |
| Facebook Inc cl a (META) | 2.8 | $3.5M | 30k | 115.07 | |
| Veeva Sys Inc cl a (VEEV) | 2.8 | $3.4M | 83k | 40.70 | |
| Macy's (M) | 2.6 | $3.2M | 90k | 35.81 | |
| Coach | 2.6 | $3.2M | 90k | 35.02 | |
| Dollar Tree (DLTR) | 2.5 | $3.1M | 40k | 77.18 | |
| MaxLinear (MXL) | 2.5 | $3.1M | 140k | 21.80 | |
| 2u | 2.4 | $3.0M | 98k | 30.15 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $2.9M | 3.6k | 792.58 | |
| Bristol Myers Squibb (BMY) | 2.3 | $2.8M | 49k | 58.43 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $2.6M | 3.4k | 771.93 | |
| Nordstrom (JWN) | 2.0 | $2.4M | 50k | 47.94 | |
| Las Vegas Sands (LVS) | 1.8 | $2.1M | 40k | 53.40 | |
| Tractor Supply Company (TSCO) | 1.6 | $1.9M | 25k | 75.80 | |
| Edwards Lifesciences (EW) | 1.5 | $1.9M | 20k | 93.70 | |
| L Brands | 1.4 | $1.6M | 25k | 65.84 | |
| Jazz Pharmaceuticals (JAZZ) | 1.3 | $1.6M | 15k | 109.02 | |
| Vince Hldg | 0.5 | $628k | 155k | 4.05 |
