Filed: 8/13/2026ACC: 0001314273-26-000007
📋 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 $917.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$917.0K
Total AUM (reported)
3.96M
Total Shares
Allocation by class
COM$547.5K59.7%
CL A$174.5K19.0%
SEMICONDUCTR ETF$65.6K7.2%
COM CL A$40.2K4.4%
CL A COM$25.9K2.8%
SHS$20.3K2.2%
COMMON STOCK$14.5K1.6%
Portfolio Concentration
Top 3$186.2K20.3%
4–10$305.8K33.3%
11–25$311.9K34.0%
Rest$113.1K12.3%
Top 3 weight
20.3%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 3.96M
Sole
Full voting authority
3.96M
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:
AMAZON COM INC
SOLEShares289.60K
TypeSH
Market value$69.0K
7.53%
Sole
289.60K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares100K
TypeSH
Market value$65.6K
7.15%
Sole
100K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares44.66K
TypeSH
Market value$51.6K
5.62%
Sole
44.66K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares67.34K
TypeSH
Market value$51.4K
5.60%
Sole
67.34K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares256.80K
TypeSH
Market value$51.4K
5.60%
Sole
256.80K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares149.64K
TypeSH
Market value$51.0K
5.56%
Sole
149.64K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares197.20K
TypeSH
Market value$50.2K
5.47%
Sole
197.20K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares120K
TypeSH
Market value$40.2K
4.38%
Sole
120K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares70K
TypeSH
Market value$31.2K
3.41%
Sole
70K
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares22K
TypeSH
Market value$30.4K
3.32%
Sole
22K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares25K
TypeSH
Market value$28.3K
3.09%
Sole
25K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares105.40K
TypeSH
Market value$25.9K
2.82%
Sole
105.40K
Shared
0.00
None
0.00
TESLA INC
SOLEShares60K
TypeSH
Market value$25.2K
2.75%
Sole
60K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares73.80K
TypeSH
Market value$24.8K
2.70%
Sole
73.80K
Shared
0.00
None
0.00
APPLE INC
SOLEShares79.58K
TypeSH
Market value$23.0K
2.51%
Sole
79.58K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares100K
TypeSH
Market value$22.7K
2.47%
Sole
100K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares100K
TypeSH
Market value$22.0K
2.40%
Sole
100K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares180K
TypeSH
Market value$21.0K
2.29%
Sole
180K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares47.60K
TypeSH
Market value$20.3K
2.21%
Sole
47.60K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares45.30K
TypeSH
Market value$18.0K
1.96%
Sole
45.30K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares45.70K
TypeSH
Market value$17.4K
1.90%
Sole
45.70K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares174.60K
TypeSH
Market value$17.3K
1.89%
Sole
174.60K
Shared
0.00
None
0.00
RALPH LAUREN CORP
SOLEShares40K
TypeSH
Market value$16.1K
1.75%
Sole
40K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares105K
TypeSH
Market value$15.0K
1.64%
Sole
105K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares50K
TypeSH
Market value$14.9K
1.62%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 289.60K | SH | $69.0K 7.53% | 289.60K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 100K | SH | $65.6K 7.15% | 100K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 44.66K | SH | $51.6K 5.62% | 44.66K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 67.34K | SH | $51.4K 5.60% | 67.34K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 256.80K | SH | $51.4K 5.60% | 256.80K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 149.64K | SH | $51.0K 5.56% | 149.64K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 197.20K | SH | $50.2K 5.47% | 197.20K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 120K | SH | $40.2K 4.38% | 120K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 70K | SH | $31.2K 3.41% | 70K | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 22K | SH | $30.4K 3.32% | 22K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 25K | SH | $28.3K 3.09% | 25K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 105.40K | SH | $25.9K 2.82% | 105.40K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 60K | SH | $25.2K 2.75% | 60K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 73.80K | SH | $24.8K 2.70% | 73.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 79.58K | SH | $23.0K 2.51% | 79.58K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 100K | SH | $22.7K 2.47% | 100K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 100K | SH | $22.0K 2.40% | 100K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 180K | SH | $21.0K 2.29% | 180K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 47.60K | SH | $20.3K 2.21% | 47.60K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 45.30K | SH | $18.0K 1.96% | 45.30K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 45.70K | SH | $17.4K 1.90% | 45.70K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 174.60K | SH | $17.3K 1.89% | 174.60K | 0.00 | 0.00 |
RALPH LAUREN CORPSOLE | CL A | 40K | SH | $16.1K 1.75% | 40K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 105K | SH | $15.0K 1.64% | 105K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 50K | SH | $14.9K 1.62% | 50K | 0.00 | 0.00 |
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