Avalon Global Asset Management LLC Top Holdings and 13F Report (2025) About Avalon Global Asset Management LLCInvestment ActivityAvalon Global Asset Management LLC has $417.05 thousand in total holdings as of December 31, 2024.Avalon Global Asset Management LLC owns shares of 27 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 13.71% of the portfolio was purchased this quarter.About 77.22% of the portfolio was sold this quarter.This quarter, Avalon Global Asset Management LLC has purchased 34 new stocks and bought additional shares in 4 stocks.Avalon Global Asset Management LLC sold shares of 9 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $54,697CrowdStrike $39,108Target $30,415ServiceNow $27,033Palo Alto Networks $24,099 Largest New Holdings this Quarter DICK'S Sporting Goods $11,442 HoldingMonolithic Power Systems $7,692 Holding Largest Purchases this Quarter Target 112,500 shares (about $15.21K)Palo Alto Networks 66,220 shares (about $12.05K)DICK'S Sporting Goods 50,000 shares (about $11.44K)Snowflake 65,000 shares (about $10.04K)Monolithic Power Systems 13,000 shares (about $7.69K) Largest Sales this Quarter CrowdStrike 90,000 shares (about $30.79K)Dell Technologies 130,000 shares (about $14.98K)NVIDIA 105,000 shares (about $14.10K)Micron Technology 110,000 shares (about $9.26K)ServiceNow 2,700 shares (about $2.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvalon Global Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$54,697$14,101 ▼-20.5%407,30013.1%Computer and TechnologyCRWDCrowdStrike$39,108$30,794 ▼-44.1%114,3009.4%Computer and TechnologyTGTTarget$30,415$15,208 ▲100.0%225,0007.3%Retail/WholesaleNOWServiceNow$27,033$2,862 ▼-9.6%25,5006.5%Computer and TechnologyPANWPalo Alto Networks$24,099$12,050 ▲100.0%132,4405.8%Computer and TechnologyAMZNAmazon.com$23,6720.0%107,9005.7%Retail/WholesaleAAPLApple$19,6130.0%78,3204.7%Computer and TechnologySNOWSnowflake$19,301$10,037 ▲108.3%125,0004.6%Computer and TechnologyHDHome Depot$16,571$1,945 ▼-10.5%42,6004.0%Retail/WholesaleETNEaton$14,9670.0%45,1003.6%IndustrialsAMDAdvanced Micro Devices$14,6400.0%121,2003.5%Computer and TechnologySLABSilicon Laboratories$12,782$621 ▼-4.6%102,9003.1%Computer and TechnologyDKSDICK'S Sporting Goods$11,442$11,442 ▲New Holding50,0002.7%Retail/WholesaleVRTVertiv$11,3610.0%100,0002.7%Computer and TechnologyMUMicron Technology$9,641$9,257 ▼-49.0%114,5602.3%Computer and TechnologyADIAnalog Devices$9,6240.0%45,3002.3%Computer and TechnologyNETCloudflare$8,657$2,153 ▼-19.9%80,4002.1%Computer and TechnologyVEEVVeeva Systems$8,4520.0%40,2002.0%MedicalDELLDell Technologies$8,067$14,982 ▼-65.0%70,0001.9%Computer and TechnologyLLYEli Lilly and Company$7,7200.0%10,0001.9%MedicalMPWRMonolithic Power Systems$7,692$7,692 ▲New Holding13,0001.8%Computer and TechnologyGOOGAlphabet$7,3320.0%38,5001.8%Computer and TechnologyLULULululemon Athletica$7,2930.0%19,0701.7%Consumer DiscretionaryPHParker-Hannifin$6,4240.0%10,1001.5%IndustrialsGOOGLAlphabet$6,0950.0%32,2001.5%Computer and TechnologyMYTEMYT Netherlands Parent B.V.$5,716$746 ▲15.0%805,0001.4%Retail/WholesaleMTSIMACOM Technology Solutions$4,638$1,949 ▼-29.6%35,7001.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$0$87,800 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$77,311 ▼-100.0%00.0%FinanceADBEAdobe$0$31,067 ▼-100.0%00.0%Computer and TechnologyLENLennar$0$14,998 ▼-100.0%00.0%ConstructionACNAccenture$0$10,604 ▼-100.0%00.0%Computer and TechnologyARM HOLDINGS PLC$0$8,581 ▼-100.0%00.0%SPONSORED ADSCMGChipotle Mexican Grill$0$5,762 ▼-100.0%00.0%Retail/WholesaleBBYBest Buy$0$5,165 ▼-100.0%00.0%Retail/WholesaleDLTRDollar Tree$0$2,110 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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