13F HOLDINGS REPORT
Avalon Global Asset Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001314273-25-000002
Total Value
$417,052
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 287,300 | $38,582 | 9.25% |
| 2 | TARGET CORP | TGT | 225,000 | $30,415 | 7.29% |
| 3 | SERVICENOW INC | NOW | 25,500 | $27,033 | 6.48% |
| 4 | CROWDSTRIKE HLDGS INC | CRWD | 74,300 | $25,422 | 6.10% |
| 5 | PALO ALTO NETWORKS INC | PANW | 132,440 | $24,099 | 5.78% |
| 6 | AMAZON COM INC | AMZN | 107,900 | $23,672 | 5.68% |
| 7 | APPLE INC | AAPL | 78,320 | $19,613 | 4.70% |
| 8 | SNOWFLAKE INC | SNOW | 125,000 | $19,301 | 4.63% |
| 9 | HOME DEPOT INC | HD | 42,600 | $16,571 | 3.97% |
| 10 | NVIDIA CORP | NVDA | 120,000 | $16,115 | 3.86% |
| 11 | EATON CORP PLC | ETN | 45,100 | $14,967 | 3.59% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 121,200 | $14,640 | 3.51% |
| 13 | CROWDSTRIKE HLDGS INC | CRWD | 40,000 | $13,686 | 3.28% |
| 14 | SILICON LABORATORIES INC | SLAB | 102,900 | $12,782 | 3.06% |
| 15 | DICKS SPORTING GOODS INC | 253393102 | 50,000 | $11,442 | 2.74% |
| 16 | VERTIV HOLDINGS CO | VRT | 100,000 | $11,361 | 2.72% |
| 17 | MICRON TECHNOLOGY INC | MU | 114,560 | $9,641 | 2.31% |
| 18 | ANALOG DEVICES INC | ADI | 45,300 | $9,624 | 2.31% |
| 19 | CLOUDFLARE INC | NET | 80,400 | $8,657 | 2.08% |
| 20 | VEEVA SYS INC | VEEV | 40,200 | $8,452 | 2.03% |
| 21 | DELL TECHNOLOGIES INC | DELL | 70,000 | $8,067 | 1.93% |
| 22 | LILLY ELI & CO | LLY | 10,000 | $7,720 | 1.85% |
| 23 | MONOLITHIC PWR SYS INC | 609839105 | 13,000 | $7,692 | 1.84% |
| 24 | ALPHABET INC | GOOG | 38,500 | $7,332 | 1.76% |
| 25 | LULULEMON ATHLETICA INC | LULU | 19,070 | $7,293 | 1.75% |
| 26 | PARKER HANNIFIN CORP | PH | 10,100 | $6,424 | 1.54% |
| 27 | ALPHABET INC | GOOG | 32,200 | $6,095 | 1.46% |
| 28 | MYT NETHERLANDS PARENT B V | 55406W103 | 805,000 | $5,716 | 1.37% |
| 29 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 35,700 | $4,638 | 1.11% |