Avalon Global Asset Management LLC — 13F holdings

Avalon Global Asset Management LLC reported 38 holdings worth $917M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AMZN AMAZON COM INC — $69.0M (7.5%)
2. SMH VANECK ETF TRUST — $65.6M (7.2%)
3. MU MICRON TECHNOLOGY INC — $51.6M (5.6%)
4. CRWD CROWDSTRIKE HLDGS INC — $51.4M (5.6%)
5. NVDA NVIDIA CORPORATION — $51.4M (5.6%)
6. PANW PALO ALTO NETWORKS INC — $51.0M (5.6%)
7. SNOW SNOWFLAKE INC — $50.2M (5.5%)
8. VRT VERTIV HOLDINGS CO — $40.2M (4.4%)
9. SNPS SYNOPSYS INC — $31.2M (3.4%)
10. MPWR MONOLITHIC PWR SYS INC — $30.4M (3.3%)