Avalon Global Asset Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $714 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23M, Palo Alto Networks Inc with a value of $23M, Crowd Strike Holdings, Inc. with a value of $22.3M, Amazon Com Inc with a value of $20.9M, and Snowflake Inc. with a value of $20.8M.

Examining the 13F form we can see an increase of $297M in the current position value, from $417M to 714M.

Avalon Global Asset Management LLC is based out at San Francisco, CA

Below you can find more details about Avalon Global Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $714 Million
Technology: $261 Million
ETFs: $252 Million
Consumer Cyclical: $129 Million
Industrials: $29.9 Million
Basic Materials: $10.5 Million
Communication Services: $10.2 Million
Healthcare: $8.26 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $714 Million
  • Prior Value $417 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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