13F HOLDINGS REPORT
Avalon Global Asset Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001314273-26-000002
Total Value
$618,317
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 271,800 | $50,691 | 8.20% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 67,340 | $31,566 | 5.11% |
| 3 | MICRON TECHNOLOGY INC | MU | 110,560 | $31,555 | 5.10% |
| 4 | SNOWFLAKE INC | SNOW | 142,200 | $31,193 | 5.04% |
| 5 | ZSCALER INC | ZS | 120,000 | $26,990 | 4.37% |
| 6 | AMAZON COM INC | AMZN | 109,600 | $25,298 | 4.09% |
| 7 | PALO ALTO NETWORKS INC | PANW | 134,640 | $24,801 | 4.01% |
| 8 | TESLA INC | TSLA | 50,000 | $22,486 | 3.64% |
| 9 | APPLE INC | AAPL | 79,580 | $21,635 | 3.50% |
| 10 | MONOLITHIC PWR SYS INC | 609839105 | 22,500 | $20,393 | 3.30% |
| 11 | SERVICENOW INC | NOW | 129,600 | $19,853 | 3.21% |
| 12 | VERTIV HOLDINGS CO | VRT | 120,000 | $19,441 | 3.14% |
| 13 | NVIDIA CORP | NVDA | 100,000 | $18,650 | 3.02% |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 200,000 | $16,996 | 2.75% |
| 15 | SHARKNINJA INC | SN | 150,000 | $16,785 | 2.71% |
| 16 | SHARKNINJA INC | SN | 150,000 | $16,785 | 2.71% |
| 17 | PULTE GROUP INC | 745867101 | 130,000 | $15,244 | 2.47% |
| 18 | CLOUDFLARE INC | NET | 75,400 | $14,865 | 2.40% |
| 19 | ANALOG DEVICES INC | ADI | 50,300 | $13,641 | 2.21% |
| 20 | EATON CORP PLC | ETN | 42,600 | $13,569 | 2.19% |
| 21 | HOME DEPOT INC | HD | 38,200 | $13,145 | 2.13% |
| 22 | SILICON LABORATORIES INC | SLAB | 100,000 | $13,070 | 2.11% |
| 23 | EMERSON ELEC CO | EMR | 95,000 | $12,608 | 2.04% |
| 24 | MARVELL TECHNOLOGY INC | MRVL | 130,000 | $11,047 | 1.79% |
| 25 | ALPHABET INC | GOOG | 33,500 | $10,512 | 1.70% |
| 26 | MONGODB INC | MDB | 25,000 | $10,492 | 1.70% |
| 27 | CRANE COMPANY | CR | 55,000 | $10,144 | 1.64% |
| 28 | ALPHABET INC | GOOG | 32,200 | $10,079 | 1.63% |
| 29 | PARKER HANNIFIN CORP | PH | 10,100 | $8,877 | 1.44% |
| 30 | BROADCOM INC | AVGO | 25,000 | $8,653 | 1.40% |
| 31 | ATLASSIAN CORPORATION | TEAM | 50,000 | $8,107 | 1.31% |
| 32 | VERTIV HOLDINGS CO | VRT | 50,000 | $8,101 | 1.31% |
| 33 | MYT NETHERLANDS PARENT B V | 55406W103 | 950,000 | $7,933 | 1.28% |
| 34 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 40,700 | $6,971 | 1.13% |
| 35 | CAPITAL ONE FINL CORP | 14040H105 | 25,000 | $6,059 | 0.98% |
| 36 | GAP INC | GAP | 200,000 | $5,120 | 0.83% |
| 37 | WAYFAIR INC | W | 45,000 | $4,518 | 0.73% |
| 38 | DOLLAR TREE INC | DLTR | 35,000 | $4,305 | 0.70% |
| 39 | LULULEMON ATHLETICA INC | LULU | 18,640 | $3,874 | 0.63% |
| 40 | DOORDASH INC | DASH | 10,000 | $2,265 | 0.37% |