Institutional Fund
Avalon Global Asset Management LLC
San Francisco, CACIK 13142735 filings on record
Portfolio Value
$424.9K
Q1 2026
Holdings
26
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-5.6%
from $450.0K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.9%
- Micron Technology Inc7.6%
- Vertiv Holdings Co7.1%
- Crowdstrike Hldgs Inc6.2%
- Monolithic Pwr Sys Inc5.8%
- Palo Alto Networks Inc5.6%
- Other59.8%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 191.8K | $33.5K | 7.9% | −80.0K | Reduced |
| 2 | Micron Technology Inc | 95.7K | $32.3K | 7.6% | −14.9K | Reduced |
| 3 | Vertiv Holdings Co | 120.0K | $30.1K | 7.1% | 0 | Held |
| 4 | Crowdstrike Hldgs Inc | 67.3K | $26.3K | 6.2% | 0 | Held |
| 5 | Monolithic Pwr Sys Inc | 22.5K | $24.6K | 5.8% | 0 | Held |
| 6 | Palo Alto Networks Inc | 149.6K | $24.0K | 5.6% | +15.0K | Added |
| 7 | Amazon Com Inc | 109.6K | $22.8K | 5.4% | 0 | Held |
| 8 | Snowflake Inc | 142.2K | $21.4K | 5.0% | 0 | Held |
| 9 | Apple Inc | 79.6K | $20.2K | 4.8% | 0 | Held |
| 10 | Cloudflare Inc | 80.4K | $16.6K | 3.9% | +5.0K | Added |
16 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio