HoldingsChannel.com
Avalon Global Asset Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC      $19,283
     Call5,000+5,000$9,749
     AMZN4,890-500$9,534
PAYPAL HLDGS INC      $10,560
     PYPL60,300-9,000$5,773
     Call50,000+50,000$4,787
APPLE INC 37,930 -2,700 $9,645
     AAPL37,930-2,700$9,645
SERVICENOW INC 33,300 -48,000 $9,543
     NOW33,300-8,000$9,543
SPLUNK INC 74,950 -5,000 $9,461
     SPLK74,950-5,000$9,461
VEEVA SYS INC 59,500 -9,000 $9,304
     VEEV59,500-9,000$9,304
CROWDSTRIKE HLDGS INC      $8,909
     CRWD100,000+15,000$5,568
     Call60,000+60,000$3,341
PALO ALTO NETWORKS INC      $8,367
     PANW46,030UNCH$7,547
     Call5,000-30,000$820
MICRON TECHNOLOGY INC      $7,135
     MU194,660UNCH$8,187
     Put25,000+25,000$1,052
FIDELITY NATL INFORMATION SV 55,000 +55,000 $6,690
     FIS55,000+55,000$6,690
BRISTOL MYERS SQUIBB CO      $6,689
     Call120,000+120,000$6,689
FACEBOOK INC      $6,672
     Call40,000+40,000$6,672
TARGET CORP      $6,508
     Call70,000+70,000$6,508
MICROSOFT CORP      $6,308
     Call40,000+40,000$6,308
SALESFORCE COM INC 37,800 -22,200 $5,442
     CRM37,800-22,200$5,442
SKYWORKS SOLUTIONS INC      $5,363
     Call60,000+60,000$5,363
NVIDIA CORP      $5,272
     Call20,000+20,000$5,272
NETFLIX INC      $5,257
     Call14,000+14,000$5,257
SHOPIFY INC      $4,586
     Call11,000+11,000$4,586
CVS HEALTH CORP 76,600 UNCH $4,545
     CVS76,600UNCH$4,545
WW INTL INC 245,900 +90,900 $4,158
     WW245,900+90,900$4,158
BROADCOM INC 17,300 +2,100 $4,102
     AVGO17,300+2,100$4,102
SILICON LABORATORIES INC 45,100 +3,200 $3,852
     SLAB45,100+3,200$3,852
CHEGG INC 101,300 -15,000 $3,625
     CHGG101,300-15,000$3,625
ALPHABET INC 2,920 UNCH $3,393
     GOOGL2,920UNCH$3,393
ACTIVISION BLIZZARD INC 55,900 -40,000 $3,325
     ATVI55,900-40,000$3,325
PVH CORP      $3,199
     Call85,000+85,000$3,199
ALPHABET INC 2,730 UNCH $3,174
     GOOG2,730UNCH$3,174
BRIGHT HORIZONS FAM SOL IN D 31,100 +3,900 $3,172
     BFAM31,100+3,900$3,172
UNITEDHEALTH GROUP INC 12,500 +5,000 $3,117
     UNH12,500+5,000$3,117
PROOFPOINT INC 23,600 -16,700 $2,421
     PFPT23,600-16,700$2,421
LULULEMON ATHLETICA INC      $2,373
     LULU22,520UNCH$4,269
     Put10,000+10,000$1,896
WAYFAIR INC      $2,138
     Call40,000+40,000$2,138
DISNEY WALT CO      $1,932
     Call20,000+20,000$1,932
ZSCALER INC      $1,430
     Call23,500+23,500$1,430
SOUTHWEST AIRLS CO      $1,424
     Call40,000+40,000$1,424

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 03/31/2020: $212,407
At 12/31/2019: $462,051

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

Avalon Global Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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