Stock Taper 
AVALON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Silicon Laboratories Inc. | SLAB | 37.4K | $8.17M |
 Alphabet Inc. | GOOGL | 32.2K | $11.51M |
 Alphabet Inc. | GOOG | 28.5K | $10.07M |
 United Rentals, Inc. | URI | 25K | $28.32M |
 Cadence Design Systems, Inc. | CDNS | 25K | $9.38M |
 Monolithic Power Systems, Inc. | MPWR | 22K | $30.41M |
 MongoDB, Inc. | MDB | 18.8K | $6.32M |
 Lululemon Athletica Inc. | LULU | 18.64K | $2.13M |
 Parker-Hannifin Corporation | PH | 15.1K | $14.77M |