HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ADVANCED MICRO DEVICES INC |
135,600 | +5,000 | $19,989 |
| AMD | 135,600 | +5,000 | $19,989 |
| CROWDSTRIKE HLDGS INC |
78,000 | -17,900 | $19,915 |
| CRWD | 78,000 | -17,900 | $19,915 |
| SERVICENOW INC |
28,100 | -150 | $19,852 |
| NOW | 28,100 | -150 | $19,852 |
| NVIDIA CORP |
39,530 | -38,420 | $19,576 |
| NVDA | 39,530 | +1,580 | $19,576 |
| PALO ALTO NETWORKS INC |
65,920 | -3,500 | $19,438 |
| PANW | 65,920 | -3,500 | $19,438 |
| AMAZON COM INC |
107,400 | -600 | $16,318 |
| AMZN | 107,400 | -600 | $16,318 |
| APPLE INC |
77,920 | -500 | $15,002 |
| AAPL | 77,920 | -500 | $15,002 |
| SNOWFLAKE INC |
74,900 | -400 | $14,905 |
| SNOW | 74,900 | -400 | $14,905 |
 SILICON LABORATORIES INC |
$10,926 | ||
| Call | 50,000 | +50,000 | $6,614 |
| SLAB | 32,600 | -32,800 | $4,312 |
| ULTA BEAUTY INC |
20,000 | +20,000 | $9,800 |
| ULTA | 20,000 | +20,000 | $9,800 |
| LULULEMON ATHLETICA INC |
18,970 | -4,150 | $9,699 |
| LULU | 18,970 | -4,150 | $9,699 |
| MICRON TECHNOLOGY INC |
104,060 | -5,000 | $8,880 |
| MU | 104,060 | -5,000 | $8,880 |
| PARKER HANNIFIN CORP |
18,000 | +5,000 | $8,293 |
| PH | 18,000 | +5,000 | $8,293 |
| ANALOG DEVICES INC |
40,100 | UNCH | $7,962 |
| ADI | 40,100 | UNCH | $7,962 |
| VEEVA SYS INC |
40,000 | UNCH | $7,701 |
| VEEV | 40,000 | UNCH | $7,701 |
| ALPHABET INC |
52,000 | UNCH | $7,264 |
| GOOGL | 52,000 | UNCH | $7,264 |
| EATON CORP PLC |
30,000 | -5,000 | $7,225 |
| ETN | 30,000 | -5,000 | $7,225 |
| TARGET CORP |
50,000 | +10,000 | $7,121 |
| TGT | 50,000 | +50,000 | $7,121 |
| ALPHABET INC |
48,500 | UNCH | $6,835 |
| GOOG | 48,500 | UNCH | $6,835 |
| CLOUDFLARE INC |
70,400 | UNCH | $5,862 |
| NET | 70,400 | UNCH | $5,862 |
| LILLY ELI & CO |
10,000 | UNCH | $5,829 |
| LLY | 10,000 | UNCH | $5,829 |
| DEXCOM INC |
40,000 | +40,000 | $4,964 |
| DXCM | 40,000 | +40,000 | $4,964 |
| MACOM TECH SOLUTIONS HLDGS I |
50,400 | UNCH | $4,685 |
| MTSI | 50,400 | UNCH | $4,685 |
| MYT NETHERLANDS PARENT B V |
560,000 | -77,000 | $1,786 |
| MYTE | 560,000 | -77,000 | $1,786 |
| HOME DEPOT INC |
5,000 | +5,000 | $1,733 |
| HD | 5,000 | +5,000 | $1,733 |
| ELASTIC N V |
$-2,254 | ||
| Put | 20,000 | +20,000 | $2,254 |
| WILLIAMS SONOMA INC |
$-3,027 | ||
| Put | 15,000 | +15,000 | $3,027 |
| ROKU INC |
$-4,125 | ||
| Put | 45,000 | +45,000 | $4,125 |
See Full List: All Stocks Held By Avalon Global Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Avalon Global Asset Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $284,725 At 09/30/2023: $255,388 Avalon Global Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avalon Global Asset Management LLC 13F filings. Link to 13F filings: SEC filings |
