Funds › Avalon Global Asset Management LLC
Avalon Global Asset Management LLC
13F for Q2 2026, filed Aug 13, 2026. 30 positions worth $917.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MU Micron Technology, Inc. | 44,660 | $51.6M | 5.6% | -53.3% | 13F ↗ |
| 2 | CRWD CrowdStrike Holdings, Inc. | 67,340 | $51.4M | 5.6% | Unchanged | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 256,800 | $51.4M | 5.6% | +33.9% | 13F ↗ |
| 4 | PANW Palo Alto Networks, Inc. | 149,640 | $51.0M | 5.6% | Unchanged | 13F ↗ |
| 5 | SNOW Snowflake Inc. | 197,200 | $50.2M | 5.5% | +38.7% | 13F ↗ |
| 6 | VRT Vertiv Holdings Co | 120,000 | $40.2M | 4.4% | Unchanged | 13F ↗ |
| 7 | MPWR Monolithic Power Systems, Inc. | 22,000 | $30.4M | 3.3% | -2.2% | 13F ↗ |
| 8 | URI United Rentals, Inc. | 25,000 | $28.3M | 3.1% | New | 13F ↗ |
| 9 | AMZN Amazon.com, Inc. | 109,600 | $26.1M | 2.8% | Unchanged | 13F ↗ |
| 10 | NET Cloudflare, Inc. | 105,400 | $25.9M | 2.8% | +31.1% | 13F ↗ |
| 11 | AAPL Apple Inc. | 79,580 | $23.0M | 2.5% | Unchanged | 13F ↗ |
| 12 | DKS Dick's Sporting Goods Inc | 100,000 | $22.7M | 2.5% | New | 13F ↗ |
| 13 | ETN Eaton Corporation, PLC | 47,600 | $20.3M | 2.2% | +11.7% | 13F ↗ |
| 14 | ADI Analog Devices, Inc. | 45,300 | $18.0M | 2.0% | Unchanged | 13F ↗ |
| 15 | MTSI MACOM Technology Solutions Holdings, Inc. | 45,700 | $17.4M | 1.9% | -9.9% | 13F ↗ |
| 16 | NOW ServiceNow, Inc. | 174,600 | $17.3M | 1.9% | +29.7% | 13F ↗ |
| 17 | RL Ralph Lauren Corporation | 40,000 | $16.1M | 1.8% | +33.3% | 13F ↗ |
| 18 | EMR Emerson Electric Company | 105,000 | $15.0M | 1.6% | -8.7% | 13F ↗ |
| 19 | MRVL Marvell Technology, Inc. | 50,000 | $14.9M | 1.6% | -37.5% | 13F ↗ |
| 20 | PH Parker-Hannifin Corporation | 15,100 | $14.8M | 1.6% | +49.5% | 13F ↗ |
| 21 | CR Crane Company | 65,000 | $14.5M | 1.6% | Unchanged | 13F ↗ |
| 22 | HD Home Depot, Inc. | 38,200 | $13.5M | 1.5% | Unchanged | 13F ↗ |
| 23 | GOOGL Alphabet Inc. Class A | 32,200 | $11.5M | 1.3% | Unchanged | 13F ↗ |
| 24 | W Wayfair Inc. | 120,000 | $11.1M | 1.2% | New | 13F ↗ |
| 25 | GOOG Alphabet Inc. Class C | 28,500 | $10.1M | 1.1% | Unchanged | 13F ↗ |
| 26 | CDNS Cadence Design Systems, Inc. | 25,000 | $9.4M | 1.0% | New | 13F ↗ |
| 27 | SLAB Silicon Laboratories, Inc. | 37,400 | $8.2M | 0.9% | -34.8% | 13F ↗ |
| 28 | LUXE LuxExperience B.V. · ADR | 950,000 | $7.1M | 0.8% | Unchanged | 13F ↗ |
| 29 | MDB MongoDB, Inc. | 18,800 | $6.3M | 0.7% | -62.4% | 13F ↗ |
| 30 | LULU lululemon athletica inc. | 18,640 | $2.1M | 0.2% | Unchanged | 13F ↗ |
Changes since Q1 2026
4 new, 7 added to, 7 trimmed, 0 exited, 12 unchanged. By estimated dollars.
New positions (4)
Added to (7)
Trimmed (7)
| MU Micron Technology, Inc. | 44,660 | -53.3% | -$58.9M |
| MDB MongoDB, Inc. | 18,800 | -62.4% | -$10.5M |
| MRVL Marvell Technology, Inc. | 50,000 | -37.5% | -$8.9M |
| SLAB Silicon Laboratories, Inc. | 37,400 | -34.8% | -$4.4M |
| MTSI MACOM Technology Solutions Holdings, Inc. | 45,700 | -9.9% | -$1.9M |
| EMR Emerson Electric Company | 105,000 | -8.7% | -$1.4M |
| MPWR Monolithic Power Systems, Inc. | 22,000 | -2.2% | -$691.2K |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 13F-HR | 38 | $917.0M * | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 41 | $723.7M * | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 40 | $618.3M * | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 43 | $874.4M * | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 43 | $843.0M * | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 38 | $713.8M * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer