account_balance
Investment manager · 13F filer · SEC CIK 1314273
Avalon Global Asset Management LLC
Reported value$680Mas of Jun 30, 2026
Positions30 4 new, 0 sold out
Top 10 weight59.8%MU alone is 8%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
7.6%Trimmed −53%
CRWDCrowdStrike Holdings, Inc.
7.6%
NVDANVIDIA Corp
7.6%Added +34%
PANWPalo Alto Networks Inc
7.5%
SNOWSnowflake Inc.
7.4%Added +39%
VRTVertiv Holdings Co
5.9%
MPWRMonolithic Power Systems, Inc.
4.5%Trimmed −2%
URIUnited Rentals, Inc.
4.2%New
AMZNAmazon.com Inc
3.8%
NETCloudflare, Inc.
3.8%Added +31%
AAPLApple Inc.
3.4%
DKSDick's Sporting Goods, Inc.
3.3%New
MUMicron Technology Inc
7.6%
CRWDCrowdStrike Holdings, Inc.
7.6%
NVDANVIDIA Corp
7.6%
PANWPalo Alto Networks Inc
7.5%
SNOWSnowflake Inc.
7.4%+39%
VRTVertiv Holdings Co
5.9%
MPWRMonolithic Power Systems, Inc.
4.5%
URIUnited Rentals, Inc.
4.2%
AMZNAmazon.com Inc
3.8%
NET3.8%AAPLDKS3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 7.6% Trimmed −53%CRWD CrowdStrike Holdings, Inc. 7.6% HeldNVDA NVIDIA Corp 7.6% Added +34%PANW Palo Alto Networks Inc 7.5% HeldSNOW Snowflake Inc. 7.4% Added +39%VRT Vertiv Holdings Co 5.9% HeldMPWR Monolithic Power Systems, Inc. 4.5% Trimmed −2%URI United Rentals, Inc. 4.2% NewAMZN Amazon.com Inc 3.8% HeldNET Cloudflare, Inc. 3.8% Added +31%AAPL Apple Inc. 3.4% HeldDKS Dick's Sporting Goods, Inc. 3.3% New
What changed
Biggest moves since Mar 31, 2026
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