Avalon Global Asset Management LLC: 13F holdings
CIK 13142732026Q2
| Positions | 36 |
|---|---|
| Reported value | $917.0m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 44,660 | $51.6m | 5.6% |
| CRWD CROWDSTRIKE HLDGS INC | 67,340 | $51.4m | 5.6% |
| NVDA NVIDIA CORP | 256,800 | $51.4m | 5.6% |
| PANW PALO ALTO NETWORKS INC | 149,640 | $51.0m | 5.6% |
| SNOW SNOWFLAKE INC | 197,200 | $50.2m | 5.5% |
| VRT VERTIV HOLDINGS CO | 120,000 | $40.2m | 4.4% |
| MPWR MONOLITHIC PWR SYS INC | 22,000 | $30.4m | 3.3% |
| URI UNITED RENTALS INC | 25,000 | $28.3m | 3.1% |
| AMZN AMAZON COM INC | 109,600 | $26.1m | 2.8% |
| NET CLOUDFLARE INC | 105,400 | $25.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1314273")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.