Filed: 2/17/2026ACC: 0001314273-26-000002
📋 What this filing means
AVALON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $618.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$618.3K
Total AUM (reported)
4.22M
Total Shares
Allocation by class
COM$402.0K65.0%
CL A$88.1K14.3%
COM SHS$33.6K5.4%
COM CL A$27.5K4.5%
CL A COM$14.9K2.4%
SHS$13.6K2.2%
CAP STK CL C$10.5K1.7%
Portfolio Concentration
Top 3$134.5K21.7%
4–10$195.4K31.6%
11–25$221.7K35.9%
Rest$66.7K10.8%
Top 3 weight
21.7%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 4.22M
Sole
Full voting authority
4.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
NVIDIA CORP
SOLEShares371.80K
TypeSH
Market value$69.3K
11.21%
Sole
371.80K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares300K
TypeSH
Market value$33.6K
5.43%
Sole
300K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares67.34K
TypeSH
Market value$31.6K
5.11%
Sole
67.34K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares110.56K
TypeSH
Market value$31.6K
5.10%
Sole
110.56K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares142.20K
TypeSH
Market value$31.2K
5.04%
Sole
142.20K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares330K
TypeSH
Market value$28.0K
4.54%
Sole
330K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares170K
TypeSH
Market value$27.5K
4.45%
Sole
170K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares120K
TypeSH
Market value$27.0K
4.37%
Sole
120K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares109.60K
TypeSH
Market value$25.3K
4.09%
Sole
109.60K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares134.64K
TypeSH
Market value$24.8K
4.01%
Sole
134.64K
Shared
0.00
None
0.00
TESLA INC
SOLEShares50K
TypeSH
Market value$22.5K
3.64%
Sole
50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares79.58K
TypeSH
Market value$21.6K
3.50%
Sole
79.58K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares22.50K
TypeSH
Market value$20.4K
3.30%
Sole
22.50K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares129.60K
TypeSH
Market value$19.9K
3.21%
Sole
129.60K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares130K
TypeSH
Market value$15.2K
2.47%
Sole
130K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares75.40K
TypeSH
Market value$14.9K
2.40%
Sole
75.40K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares50.30K
TypeSH
Market value$13.6K
2.21%
Sole
50.30K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares42.60K
TypeSH
Market value$13.6K
2.19%
Sole
42.60K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares38.20K
TypeSH
Market value$13.1K
2.13%
Sole
38.20K
Shared
0.00
None
0.00
SILICON LABORATORIES INC
SOLEShares100K
TypeSH
Market value$13.1K
2.11%
Sole
100K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares95K
TypeSH
Market value$12.6K
2.04%
Sole
95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.50K
TypeSH
Market value$10.5K
1.70%
Sole
33.50K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares25K
TypeSH
Market value$10.5K
1.70%
Sole
25K
Shared
0.00
None
0.00
CRANE COMPANY
SOLEShares55K
TypeSH
Market value$10.1K
1.64%
Sole
55K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares32.20K
TypeSH
Market value$10.1K
1.63%
Sole
32.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 371.80K | SH | $69.3K 11.21% | 371.80K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 300K | SH | $33.6K 5.43% | 300K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 67.34K | SH | $31.6K 5.11% | 67.34K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 110.56K | SH | $31.6K 5.10% | 110.56K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 142.20K | SH | $31.2K 5.04% | 142.20K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 330K | SH | $28.0K 4.54% | 330K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 170K | SH | $27.5K 4.45% | 170K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 120K | SH | $27.0K 4.37% | 120K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 109.60K | SH | $25.3K 4.09% | 109.60K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 134.64K | SH | $24.8K 4.01% | 134.64K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 50K | SH | $22.5K 3.64% | 50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 79.58K | SH | $21.6K 3.50% | 79.58K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 22.50K | SH | $20.4K 3.30% | 22.50K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 129.60K | SH | $19.9K 3.21% | 129.60K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 130K | SH | $15.2K 2.47% | 130K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 75.40K | SH | $14.9K 2.40% | 75.40K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 50.30K | SH | $13.6K 2.21% | 50.30K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 42.60K | SH | $13.6K 2.19% | 42.60K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 38.20K | SH | $13.1K 2.13% | 38.20K | 0.00 | 0.00 |
SILICON LABORATORIES INCSOLE | COM | 100K | SH | $13.1K 2.11% | 100K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 95K | SH | $12.6K 2.04% | 95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 33.50K | SH | $10.5K 1.70% | 33.50K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 25K | SH | $10.5K 1.70% | 25K | 0.00 | 0.00 |
CRANE COMPANYSOLE | COMMON STOCK | 55K | SH | $10.1K 1.64% | 55K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 32.20K | SH | $10.1K 1.63% | 32.20K | 0.00 | 0.00 |
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