Stock Taper 
AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Emerson Electric Co. | EMR | 105K | $15.03M |
 Cloudflare, Inc. | NET | 105.4K | $25.85M |
 Amazon.com, Inc. | AMZN | 109.6K | $26.12M |
 Wayfair Inc. | W | 120K | $11.09M |
 Vertiv Holdings Co | VRT | 120K | $40.18M |
 Palo Alto Networks, Inc. | PANW | 149.64K | $51.03M |
 ServiceNow, Inc. | NOW | 174.6K | $17.33M |
 Snowflake Inc. | SNOW | 197.2K | $50.19M |
 NVIDIA Corporation | NVDA | 256.8K | $51.38M |