Avalon Global Asset Management LLC Top Holdings and 13F Report (2025) About Avalon Global Asset Management LLCInvestment ActivityAvalon Global Asset Management LLC has $843.02 thousand in total holdings as of June 30, 2025.Avalon Global Asset Management LLC owns shares of 39 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 47.44% of the portfolio was purchased this quarter.About 46.19% of the portfolio was sold this quarter.This quarter, Avalon Global Asset Management LLC has purchased 34 new stocks and bought additional shares in 9 stocks.Avalon Global Asset Management LLC sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Russell 2000 ETF $258,948NVIDIA $55,265CrowdStrike $43,464Dell Technologies $30,650Snowflake $28,240 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $258,948 Holding88160R101 - Tesla $15,883 Holding745867101 - PulteGroup $15,819 Holding573874104 - Marvell Technology $15,480 Holding98980G102 - Zscaler $10,988 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 1,200,000 shares (about $258.95K)Tesla 50,000 shares (about $15.88K)PulteGroup 150,000 shares (about $15.82K)Marvell Technology 200,000 shares (about $15.48K)lululemon athletica 48,500 shares (about $11.52K) Largest Sales this Quarter Amazon.com 200,000 shares (about $43.88K)Snowflake 86,000 shares (about $19.24K)Dell Technologies 150,000 shares (about $18.39K)CrowdStrike 18,000 shares (about $9.17K)Monolithic Power Systems 10,000 shares (about $7.31K) 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 PortfolioSectorIWMiShares Russell 2000 ETF$258,948$258,948 ▲New Holding1,200,00030.7%FinanceNVDANVIDIA$55,265$2,844 ▲5.4%349,8006.6%Computer and TechnologyCRWDCrowdStrike$43,464$9,167 ▼-17.4%85,3405.2%Computer and TechnologyDELLDell Technologies$30,650$18,390 ▼-37.5%250,0003.6%Computer and TechnologySNOWSnowflake$28,240$19,244 ▼-40.5%126,2003.3%Computer and TechnologyPANWPalo Alto Networks$27,5530.0%134,6403.3%Computer and TechnologyNOWServiceNow$26,6480.0%25,9203.2%Computer and TechnologyVRTVertiv$25,682$6,421 ▲33.3%200,0003.0%Computer and TechnologyAAPLApple$24,534$8,207 ▲50.3%119,5802.9%Computer and TechnologyAMZNAmazon.com$24,045$43,878 ▼-64.6%109,6002.9%Retail/WholesaleDKSDICK'S Sporting Goods$17,803$4,767 ▲36.6%90,0002.1%Retail/WholesaleLULUlululemon athletica$16,307$11,522 ▲240.8%68,6401.9%Consumer DiscretionaryTSLATesla$15,883$15,883 ▲New Holding50,0001.9%Auto/Tires/TrucksPHMPulteGroup$15,819$15,819 ▲New Holding150,0001.9%ConstructionMRVLMarvell Technology$15,480$15,480 ▲New Holding200,0001.8%Computer and TechnologyETNEaton$15,208$1,785 ▼-10.5%42,6001.8%IndustrialsMUMicron Technology$14,859$1,232 ▲9.0%120,5601.8%Computer and TechnologyNETCloudflare$14,766$979 ▼-6.2%75,4001.8%Computer and TechnologyMPWRMonolithic Power Systems$14,628$7,314 ▼-33.3%20,0001.7%Computer and TechnologyHDHome Depot$14,006$1,833 ▼-11.6%38,2001.7%Retail/WholesaleSLABSilicon Laboratories$13,2620.0%90,0001.6%Computer and TechnologyDRIDarden Restaurants$13,078$4,359 ▼-25.0%60,0001.6%Retail/WholesaleTEAMAtlassian$12,185$9,139 ▲300.0%60,0001.4%Computer and TechnologyZSZscaler$10,988$10,988 ▲New Holding35,0001.3%Computer and TechnologyADIAnalog Devices$10,7820.0%45,3001.3%Computer and TechnologyCRCrane$10,444$1,899 ▲22.2%55,0001.2%IndustrialsULTAUlta Beauty$9,356$9,356 ▲New Holding20,0001.1%Retail/WholesalePHParker-Hannifin$7,0550.0%10,1000.8%IndustrialsMYTEMYT Netherlands Parent B.V.$6,789$397 ▲6.2%855,0000.8%Retail/WholesaleEMREmerson Electric$6,667$6,667 ▲New Holding50,0000.8%IndustrialsGNRCGenerac$6,444$6,444 ▲New Holding45,0000.8%IndustrialsGOOGAlphabet$5,9430.0%33,5000.7%Computer and TechnologyMTSIMACOM Technology Solutions$5,8320.0%40,7000.7%Computer and TechnologyGOOGLAlphabet$5,6750.0%32,2000.7%Computer and TechnologyELEstee Lauder Companies$4,848$4,848 ▲New Holding60,0000.6%Consumer StaplesYETIYETI$4,728$4,728 ▲New Holding150,0000.6%Consumer DiscretionaryEWEdwards Lifesciences$4,302$4,302 ▲New Holding55,0000.5%MedicalSHWSherwin-Williams$3,434$6,868 ▼-66.7%10,0000.4%Basic MaterialsNKENIKE$1,421$7,105 ▼-83.3%20,0000.2%Consumer DiscretionaryTLTiShares 20+ Year Treasury Bond ETF$0$182,060 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$70,338 ▼-100.0%00.0%FinanceLLYEli Lilly and Company$0$8,259 ▼-100.0%00.0%MedicalSNSharkNinja$0$3,336 ▼-100.0%00.0%Retail/WholesaleWSMWilliams-Sonoma$0$2,372 ▼-100.0%00.0%Retail/WholesaleCVNACarvana$0$2,091 ▼-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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