AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNRC | 35K | $5.86M |
 | GOOG | 34K | $8.16M |
 | GOOGL | 32K | $7.83M |
 | LULU | 29K | $5.10M |
 | NOW | 26K | $23.85M |
 | SHW | 25K | $8.66M |
 | MPWR | 23K | $20.71M |
 | MRVL | 20K | $1.68M |
 | PH | 10K | $7.66M |
 | DKS | 10K | $2.22M |
Generac Holdings Inc.
GNRC
Shares Held
35K
Value
$5.86M
Alphabet Inc.
GOOG
Shares Held
34K
Value
$8.16M
Alphabet Inc.
GOOGL
Shares Held
32K
Value
$7.83M
Lululemon Athletica Inc.
LULU
Shares Held
29K
Value
$5.10M
ServiceNow, Inc.
NOW
Shares Held
26K
Value
$23.85M
The Sherwin-Williams Company
SHW
Shares Held
25K
Value
$8.66M
Monolithic Power Systems, Inc.
MPWR
Shares Held
23K
Value
$20.71M
Marvell Technology, Inc.
MRVL
Shares Held
20K
Value
$1.68M
Parker-Hannifin Corporation
PH
Shares Held
10K
Value
$7.66M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
10K
Value
$2.22M