Stock Taper 
AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Parker-Hannifin Corporation | PH | 15.1K | $14.77M |
 Lululemon Athletica Inc. | LULU | 18.64K | $2.13M |
 MongoDB, Inc. | MDB | 18.8K | $6.32M |
 Monolithic Power Systems, Inc. | MPWR | 22K | $30.41M |
 Cadence Design Systems, Inc. | CDNS | 25K | $9.38M |
 United Rentals, Inc. | URI | 25K | $28.32M |
 Alphabet Inc. | GOOG | 28.5K | $10.07M |
 Alphabet Inc. | GOOGL | 32.2K | $11.51M |
 Silicon Laboratories Inc. | SLAB | 37.4K | $8.17M |
 The Home Depot, Inc. | HD | 38.2K | $13.47M |
 Ralph Lauren Corporation | RL | 40K | $16.06M |
 Micron Technology, Inc. | MU | 44.66K | $51.55M |
 Analog Devices, Inc. | ADI | 45.3K | $17.99M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 45.7K | $17.38M |
 Eaton Corporation plc | ETN | 47.6K | $20.28M |
 Marvell Technology, Inc. | MRVL | 50K | $14.89M |
 Crane Company | CR | 65K | $14.5M |
 CrowdStrike Holdings, Inc. | CRWD | 67.34K | $51.39M |
 Apple Inc. | AAPL | 79.58K | $23.03M |
 DICK'S Sporting Goods, Inc. | DKS | 100K | $22.68M |