AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 182K | $33.92M |
 | SNOW | 142K | $32.07M |
 | PANW | 135K | $27.41M |
 | MU | 121K | $20.17M |
 | VRT | 120K | $18.10M |
 | AMZN | 110K | $24.07M |
 | SLAB | 100K | $13.11M |
 | AAPL | 80K | $20.26M |
 | NET | 75K | $16.18M |
 | CRWD | 70K | $34.49M |
 | EMR | 70K | $9.18M |
 | EW | 65K | $5.05M |
 | CR | 55K | $10.13M |
 | ZS | 50K | $14.98M |
 | SN | 50K | $5.16M |
 | MTSI | 46K | $5.69M |
 | ADI | 45K | $11.13M |
 | ETN | 43K | $15.94M |
 | W | 40K | $3.57M |
 | HD | 38K | $15.48M |
NVIDIA Corporation
NVDA
Shares Held
182K
Value
$33.92M
Snowflake Inc.
SNOW
Shares Held
142K
Value
$32.07M
Palo Alto Networks, Inc.
PANW
Shares Held
135K
Value
$27.41M
Micron Technology, Inc.
MU
Shares Held
121K
Value
$20.17M
Vertiv Holdings Co
VRT
Shares Held
120K
Value
$18.10M
Amazon.com, Inc.
AMZN
Shares Held
110K
Value
$24.07M
Silicon Laboratories Inc.
SLAB
Shares Held
100K
Value
$13.11M
Apple Inc.
AAPL
Shares Held
80K
Value
$20.26M
Cloudflare, Inc.
NET
Shares Held
75K
Value
$16.18M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
70K
Value
$34.49M
Emerson Electric Co.
EMR
Shares Held
70K
Value
$9.18M
Edwards Lifesciences Corporation
EW
Shares Held
65K
Value
$5.05M
Crane Company
CR
Shares Held
55K
Value
$10.13M
Zscaler, Inc.
ZS
Shares Held
50K
Value
$14.98M
SharkNinja, Inc.
SN
Shares Held
50K
Value
$5.16M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
46K
Value
$5.69M
Analog Devices, Inc.
ADI
Shares Held
45K
Value
$11.13M
Eaton Corporation plc
ETN
Shares Held
43K
Value
$15.94M
Wayfair Inc.
W
Shares Held
40K
Value
$3.57M
The Home Depot, Inc.
HD
Shares Held
38K
Value
$15.48M