Avalon Global Asset Management

Avalon Global Asset Management as of March 31, 2017

Portfolio Holdings for Avalon Global Asset Management

Avalon Global Asset Management holds 34 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Macy's (M) 11.0 $21M 711k 29.64
athenahealth 6.6 $13M 112k 112.69
Palo Alto Networks (PANW) 5.7 $11M 97k 112.68
Western Digital (WDC) 5.4 $10M 125k 82.53
Pvh Corporation (PVH) 4.5 $8.7M 84k 103.46
Servicenow (NOW) 4.3 $8.3M 95k 87.47
Apple (AAPL) 4.0 $7.6M 53k 143.67
Micron Technology (MU) 3.8 $7.2M 249k 28.90
Amgen (AMGN) 3.4 $6.6M 40k 164.08
Capital One Financial (COF) 3.4 $6.5M 75k 86.67
Amazon (AMZN) 3.4 $6.5M 7.3k 886.58
stock 3.2 $6.1M 98k 62.29
Gilead Sciences (GILD) 3.2 $6.1M 90k 67.92
Lululemon Athletica (LULU) 2.6 $4.9M 95k 51.87
L Brands 2.5 $4.7M 100k 47.10
Cavium 2.3 $4.4M 62k 71.65
Tesla Motors (TSLA) 2.2 $4.2M 15k 278.27
Broad 2.2 $4.2M 19k 218.95
Chipotle Mexican Grill (CMG) 2.1 $4.0M 9.0k 445.56
MaxLinear (MXL) 2.1 $4.0M 142k 28.05
Jazz Pharmaceuticals (JAZZ) 2.0 $3.9M 27k 145.12
2u 2.0 $3.9M 99k 39.66
Veeva Sys Inc cl a (VEEV) 2.0 $3.8M 75k 51.28
salesforce (CRM) 1.9 $3.7M 45k 82.49
Allergan 1.9 $3.6M 15k 238.93
Mohawk Industries (MHK) 1.8 $3.4M 15k 229.47
Silicon Laboratories (SLAB) 1.8 $3.4M 47k 73.55
Alphabet Inc Class A cs (GOOGL) 1.6 $3.0M 3.5k 847.73
Tractor Supply Company (TSCO) 1.4 $2.8M 40k 68.98
Alphabet Inc Class C cs (GOOG) 1.4 $2.7M 3.3k 829.61
Nordstrom (JWN) 1.4 $2.6M 56k 46.56
Inphi Corporation 1.3 $2.4M 50k 48.82
Bristol Myers Squibb (BMY) 1.1 $2.1M 39k 54.39
Amc Entmt Hldgs Inc Cl A 0.7 $1.3M 40k 31.45