The Analysis of Avalon Global Asset Management LLC's Holdings

Currently, Avalon Global Asset Management LLC holds 31 types of securities in its portfolio with a total value $435.9K. In the most recent quarter, they have increased their positions in VRT (+120.0K shares, valued at $18.1K), CRWD (+15.0K shares, valued at $7.4K), SHW (+15.0K shares, valued at $5.2K); decreased their positions in GNRC (-10.0K shares, valued at $1.7K); initiated new positions in VRT (+120.0K shares, valued at $18.1K), SN (+50.0K shares, valued at $5.2K), W (+40.0K shares, valued at $3.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRWD CROWDSTRIKE HLDGS INC70.3K shares27.11%2025-09-302025-11-13

NVDA NVIDIA CORP181.8K shares1.11%2025-09-302025-11-13

SNOW SNOWFLAKE INC142.2K shares12.68%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC134.6K shares0.00%2025-09-302025-11-13

AMZN AMAZON COM INC109.6K shares0.00%2025-09-302025-11-13

NOW SERVICENOW INC25.9K shares0.00%2025-09-302025-11-13

MPWR MONOLITHIC PWR SYS INC22.5K shares12.50%2025-09-302025-11-13

AAPL APPLE INC79.6K shares0.00%2025-09-302025-11-13

Sponsored

MTSI MACOM TECH SOLUTIONS HLDGS I45.7K shares12.29%2025-09-302025-11-13

SN SHARKNINJA INC50.0K sharesnew addition2025-09-302025-11-13

LULU LULULEMON ATHLETICA INC28.6K shares53.65%2025-09-302025-11-13

EW EDWARDS LIFESCIENCES CORP65.0K shares18.18%2025-09-302025-11-13

W WAYFAIR INC40.0K sharesnew addition2025-09-302025-11-13

DKS DICKS SPORTING GOODS INC10.0K sharesnew addition2025-09-302025-11-13

MRVL MARVELL TECHNOLOGY INC20.0K sharesnew addition2025-09-302025-11-13

Call Option Holdings

DELL Call CallDELL TECHNOLOGIES INC500.0K shares100.00%2025-09-302025-11-13

NVDA Call CallNVIDIA CORP150.0K shares-11.76%2025-09-302025-11-13

TSLA Call CallTESLA INC50.0K shares0.00%2025-09-302025-11-13

MRVL Call CallMARVELL TECHNOLOGY INC225.0K shares12.50%2025-09-302025-11-13

PHM Call CallPULTE GROUP INC130.0K shares-13.33%2025-09-302025-11-13

CRWD Call CallCROWDSTRIKE HLDGS INC20.0K shares-33.33%2025-09-302025-11-13

LULU Call CallLULULEMON ATHLETICA INC50.0K shares0.00%2025-09-302025-11-13

ACN Call CallACCENTURE PLC IRELAND30.0K sharesnew addition2025-09-302025-11-13

PANW Call CallPALO ALTO NETWORKS INC30.0K sharesnew addition2025-09-302025-11-13

ALAB Call CallASTERA LABS INC25.0K sharesnew addition2025-09-302025-11-13

CPRI Call CallCAPRI HOLDINGS LIMITED200.0K sharesnew addition2025-09-302025-11-13

Put Option Holdings

QQQ Put PutINVESCO QQQ TR400.0K sharesnew addition2025-09-302025-11-13