§ 13F · FUND PROFILE
Avalon Global Asset Management LLC.
AUM · $917K (13F)Positions · 38Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$178K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 100K | $66K | 7.2% | NEW |
| 2 | MU | MICRON TECHNOLOGY INC | 45K | $52K | 5.6% | −77% |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | 67K | $51K | 5.6% | −18% |
| 4 | NVDA | NVIDIA CORP | 257K | $51K | 5.6% | −12% |
| 5 | PANW | PALO ALTO NETWORKS INC | 150K | $51K | 5.6% | ±0% |
| 6 | SNOW | SNOWFLAKE INC | 197K | $50K | 5.5% | +39% |
| 7 | AMZN | AMAZON COM INC | 180K | $43K | 4.7% | −9% |
| 8 | VRT | VERTIV HOLDINGS CO | 120K | $40K | 4.4% | ±0% |
| 9 | SNPS | SYNOPSYS INC | 70K | $31K | 3.4% | NEW |
| 10 | MPWR | MONOLITHIC PWR SYS INC | 22K | $30K | 3.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVALON SIGNAL
AC read
Avalon Global Asset Management LLC is a Other fund managing $917 thousand in assets. The fund runs a portfolio of 38 positions.
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