Avalon Global Asset Management LLC Top Holdings and 13F Report (2026) About Avalon Global Asset Management LLCInvestment ActivityAvalon Global Asset Management LLC has $917.03 thousand in total holdings as of June 30, 2026.Avalon Global Asset Management LLC owns shares of 36 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 25.88% of the portfolio was purchased this quarter.About 40.24% of the portfolio was sold this quarter.This quarter, Avalon Global Asset Management LLC has purchased 36 new stocks and bought additional shares in 10 stocks.Avalon Global Asset Management LLC sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amazon.com $69,023VanEck Semiconductor ETF $65,589Micron Technology $51,551CrowdStrike $51,390NVIDIA $51,383 Largest New Holdings this Quarter 92189F676 - VanEck Semiconductor ETF $65,589 Holding871607107 - Synopsys $31,225 Holding911363109 - United Rentals $28,322 Holding548661107 - Lowe's Companies $22,049 Holding69608A108 - PALANTIR TECHNOLOGIES INC $21,001 Holding Largest Purchases this Quarter VanEck Semiconductor ETF 100,000 shares (about $65.59K)Synopsys 70,000 shares (about $31.23K)United Rentals 25,000 shares (about $28.32K)Lowe's Companies 100,000 shares (about $22.05K)PALANTIR TECHNOLOGIES INC 180,000 shares (about $21.00K) Largest Sales this Quarter Micron Technology 151,000 shares (about $174.30K)CrowdStrike 15,000 shares (about $11.45K)Marvell Technology 30,000 shares (about $8.94K)Amazon.com 30,000 shares (about $7.15K)NVIDIA 35,000 shares (about $7.00K) 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 PortfolioSectorAMZNAmazon.com$69,023$7,150 â–¼-9.4%289,6007.5%Consumer DiscretionarySMHVanEck Semiconductor ETF$65,589$65,589 â–²New Holding100,0007.2%ETFMUMicron Technology$51,551$174,299 â–¼-77.2%44,6605.6%TechnologyCRWDCrowdStrike$51,390$11,447 â–¼-18.2%67,3405.6%TechnologyNVDANVIDIA$51,383$7,003 â–¼-12.0%256,8005.6%TechnologyPANWPalo Alto Networks$51,0300.0%149,6405.6%TechnologySNOWSnowflake$50,187$13,997 â–²38.7%197,2005.5%TechnologyVRTVertiv$40,1780.0%120,0004.4%IndustrialsSNPSSynopsys$31,225$31,225 â–²New Holding70,0003.4%TechnologyMPWRMonolithic Power Systems$30,412$691 â–¼-2.2%22,0003.3%TechnologyURIUnited Rentals$28,322$28,322 â–²New Holding25,0003.1%IndustrialsNETCloudflare$25,853$6,132 â–²31.1%105,4002.8%TechnologyTSLATesla$25,2360.0%60,0002.8%Consumer DiscretionaryMDBMongoDB$24,790$7,995 â–²47.6%73,8002.7%TechnologyAAPLApple$23,0270.0%79,5802.5%TechnologyDKSDICK'S Sporting Goods$22,681$11,341 â–²100.0%100,0002.5%Consumer DiscretionaryLOWLowe's Companies$22,049$22,049 â–²New Holding100,0002.4%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$21,001$21,001 â–²New Holding180,0002.3%CL AETNEaton$20,283$2,131 â–²11.7%47,6002.2%IndustrialsADIAnalog Devices$17,9920.0%45,3002.0%TechnologyMTSIMACOM Technology Solutions$17,383$1,902 â–¼-9.9%45,7001.9%TechnologyNOWServiceNow$17,334$3,971 â–²29.7%174,6001.9%TechnologyRLRalph Lauren$16,056$4,014 â–²33.3%40,0001.8%Consumer DiscretionaryEMREmerson Electric$15,031$1,432 â–¼-8.7%105,0001.6%IndustrialsMRVLMarvell Technology$14,895$8,937 â–¼-37.5%50,0001.6%TechnologyPHParker-Hannifin$14,770$4,891 â–²49.5%15,1001.6%IndustrialsCRCrane$14,5000.0%65,0001.6%IndustrialsHDHome Depot$13,4720.0%38,2001.5%Consumer DiscretionaryGOOGLAlphabet$11,5070.0%32,2001.3%Communication ServicesWWayfair$11,090$1,848 â–²20.0%120,0001.2%Consumer DiscretionaryPHMPulteGroup$10,977$3,430 â–²45.5%80,0001.2%Consumer DiscretionaryGOOGAlphabet$10,0700.0%28,5001.1%Communication ServicesCDNSCadence Design Systems$9,383$9,383 â–²New Holding25,0001.0%TechnologySLABSilicon Laboratories$8,174$4,371 â–¼-34.8%37,4000.9%TechnologyMYTEMYT Netherlands Parent B.V.$7,0590.0%950,0000.8%Consumer DiscretionaryLULUlululemon athletica$2,1280.0%18,6400.2%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$0$61,260 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$49,600 â–¼-100.0%00.0%ETFZSZscaler$0$14,029 â–¼-100.0%00.0%TechnologyCOFCapital One Financial$0$12,770 â–¼-100.0%00.0%FinanceWSMWilliams-Sonoma$0$7,293 â–¼-100.0%00.0%Consumer DiscretionaryTEAMAtlassian$0$6,825 â–¼-100.0%00.0%TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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