AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 272K | $50.69M |
 | SNOW | 142K | $31.19M |
 | PANW | 135K | $24.80M |
 | NOW | 130K | $19.85M |
 | VRT | 120K | $19.44M |
 | MU | 111K | $31.55M |
 | AMZN | 110K | $25.30M |
 | SLAB | 100K | $13.07M |
 | EMR | 95K | $12.61M |
 | AAPL | 80K | $21.64M |
 | NET | 75K | $14.87M |
 | CRWD | 67K | $31.57M |
 | CR | 55K | $10.14M |
 | ADI | 50K | $13.64M |
 | TEAM | 50K | $8.11M |
 | W | 45K | $4.52M |
 | ETN | 43K | $13.57M |
 | MTSI | 41K | $6.97M |
 | HD | 38K | $13.14M |
 | GOOG | 34K | $10.51M |
NVIDIA Corporation
NVDA
Shares Held
272K
Value
$50.69M
Snowflake Inc.
SNOW
Shares Held
142K
Value
$31.19M
Palo Alto Networks, Inc.
PANW
Shares Held
135K
Value
$24.80M
ServiceNow, Inc.
NOW
Shares Held
130K
Value
$19.85M
Vertiv Holdings Co
VRT
Shares Held
120K
Value
$19.44M
Micron Technology, Inc.
MU
Shares Held
111K
Value
$31.55M
Amazon.com, Inc.
AMZN
Shares Held
110K
Value
$25.30M
Silicon Laboratories Inc.
SLAB
Shares Held
100K
Value
$13.07M
Emerson Electric Co.
EMR
Shares Held
95K
Value
$12.61M
Apple Inc.
AAPL
Shares Held
80K
Value
$21.64M
Cloudflare, Inc.
NET
Shares Held
75K
Value
$14.87M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
67K
Value
$31.57M
Crane Company
CR
Shares Held
55K
Value
$10.14M
Analog Devices, Inc.
ADI
Shares Held
50K
Value
$13.64M
Atlassian Corporation
TEAM
Shares Held
50K
Value
$8.11M
Wayfair Inc.
W
Shares Held
45K
Value
$4.52M
Eaton Corporation plc
ETN
Shares Held
43K
Value
$13.57M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
41K
Value
$6.97M
The Home Depot, Inc.
HD
Shares Held
38K
Value
$13.14M
Alphabet Inc.
GOOG
Shares Held
34K
Value
$10.51M