13F Insight
DOSSIER · 13F-HR · Q2 2026

Avalon Global Asset Management LLC

$917K in tracked AUM across 38 positions as of Q2 2026.

AG
CIK 0001314273 · last filed Jun 30, 2026
Total AUM
$917K
as of Q2 2026
Holdings
38
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Avalon Global Asset Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$69K290K7.5%02
SMH
VANECK ETF TRUST
$66K100K7.2%03
MU
MICRON TECHNOLOGY INC
$52K45K5.6%04
CRWD
CROWDSTRIKE HLDGS INC
$51K67K5.6%05
NVDA
NVIDIA CORP
$51K257K5.6%06
PANW
PALO ALTO NETWORKS INC
$51K150K5.6%07
SNOW
SNOWFLAKE INC
$50K197K5.5%08
VRT
VERTIV HOLDINGS CO
$40K120K4.4%09
SNPS
SYNOPSYS INC
$31K70K3.4%10
MPWR
MONOLITHIC PWR SYS INC
$30K22K3.3%

Filing history

2026Q2Jun 30
$917K▼ 99.9%
38 positionsView →2026Q1Mar 31
$724M▲ 17.0%
41 positionsView →2025Q4Dec 31
$618M▲ 80.2%
40 positionsView →2025Q3Sep 30
$343M▼ 59.3%
20 positionsLocked2025Q2Jun 30
$843M▲ 18.1%
43 positionsLocked2025Q1Mar 31
$714M▲ 71.1%
38 positionsLocked2024Q4Dec 31
$417M▼ 37.2%
29 positionsLocked2024Q3Sep 30
$665M▲ 51.1%
41 positionsLocked2024Q2Jun 30
$440M▼ 36.5%
38 positionsLocked2024Q1Mar 31
$693M▲ 143.3%
42 positionsLocked2023Q4Dec 31
$285M▲ 11.5%
30 positionsLocked2023Q3Sep 30
$255M▼ 5.7%
31 positionsLocked
Showing 12 of 51