Stock Taper 
AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 256.8K | $51.38M |
 Snowflake Inc. | SNOW | 197.2K | $50.19M |
 ServiceNow, Inc. | NOW | 174.6K | $17.33M |
 Palo Alto Networks, Inc. | PANW | 149.64K | $51.03M |
 Wayfair Inc. | W | 120K | $11.09M |
 Vertiv Holdings Co | VRT | 120K | $40.18M |
 Amazon.com, Inc. | AMZN | 109.6K | $26.12M |
 Cloudflare, Inc. | NET | 105.4K | $25.85M |
 Emerson Electric Co. | EMR | 105K | $15.03M |
 DICK'S Sporting Goods, Inc. | DKS | 100K | $22.68M |
 Apple Inc. | AAPL | 79.58K | $23.03M |
 CrowdStrike Holdings, Inc. | CRWD | 67.34K | $51.39M |
 Crane Company | CR | 65K | $14.5M |
 Marvell Technology, Inc. | MRVL | 50K | $14.89M |
 Eaton Corporation plc | ETN | 47.6K | $20.28M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 45.7K | $17.38M |
 Analog Devices, Inc. | ADI | 45.3K | $17.99M |
 Micron Technology, Inc. | MU | 44.66K | $51.55M |
 Ralph Lauren Corporation | RL | 40K | $16.06M |
 The Home Depot, Inc. | HD | 38.2K | $13.47M |