AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 192K | $33.45M |
 | PANW | 150K | $23.99M |
 | SNOW | 142K | $21.45M |
 | NOW | 135K | $14.07M |
 | VRT | 120K | $30.07M |
 | EMR | 115K | $15.07M |
 | AMZN | 110K | $22.83M |
 | MU | 96K | $32.32M |
 | NET | 80K | $16.59M |
 | MRVL | 80K | $7.92M |
 | AAPL | 80K | $20.20M |
 | CRWD | 67K | $26.29M |
 | CR | 65K | $11.12M |
 | SLAB | 57K | $11.95M |
 | MTSI | 51K | $11.26M |
 | MDB | 50K | $12.24M |
 | ADI | 45K | $14.41M |
 | ETN | 43K | $15.24M |
 | HD | 38K | $12.56M |
 | GOOGL | 32K | $9.26M |
NVIDIA Corporation
NVDA
Shares Held
192K
Value
$33.45M
Palo Alto Networks, Inc.
PANW
Shares Held
150K
Value
$23.99M
Snowflake Inc.
SNOW
Shares Held
142K
Value
$21.45M
ServiceNow, Inc.
NOW
Shares Held
135K
Value
$14.07M
Vertiv Holdings Co
VRT
Shares Held
120K
Value
$30.07M
Emerson Electric Co.
EMR
Shares Held
115K
Value
$15.07M
Amazon.com, Inc.
AMZN
Shares Held
110K
Value
$22.83M
Micron Technology, Inc.
MU
Shares Held
96K
Value
$32.32M
Cloudflare, Inc.
NET
Shares Held
80K
Value
$16.59M
Marvell Technology, Inc.
MRVL
Shares Held
80K
Value
$7.92M
Apple Inc.
AAPL
Shares Held
80K
Value
$20.20M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
67K
Value
$26.29M
Crane Company
CR
Shares Held
65K
Value
$11.12M
Silicon Laboratories Inc.
SLAB
Shares Held
57K
Value
$11.95M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
51K
Value
$11.26M
MongoDB, Inc.
MDB
Shares Held
50K
Value
$12.24M
Analog Devices, Inc.
ADI
Shares Held
45K
Value
$14.41M
Eaton Corporation plc
ETN
Shares Held
43K
Value
$15.24M
The Home Depot, Inc.
HD
Shares Held
38K
Value
$12.56M
Alphabet Inc.
GOOGL
Shares Held
32K
Value
$9.26M