Avalon Global Asset Management LLC Portfolio Holdings

Avalon Global Asset Management LLC

  • $874 Million
  • Q3 2025

Avalon Global Asset Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $874 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crowd Strike Holdings, Inc. with a value of $34.5M, Nvidia Corp with a value of $33.9M, Snowflake Inc. with a value of $32.1M, Palo Alto Networks Inc with a value of $27.4M, and Amazon Com Inc with a value of $24.1M.

Examining the 13F form we can see an increase of $31.3M in the current position value, from $843M to 874M.

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 $874 Million
Technology: $417 Million
ETFs: $240 Million
Consumer Cyclical: $111 Million
Industrials: $56.7 Million
Communication Services: $16 Million
Basic Materials: $8.66 Million
Healthcare: $5.06 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 43
  • Current Value $874 Million
  • Prior Value $843 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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