HoldingsChannel.com
Avalon Global Asset Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IWM)      $90,804
     Call600,000+600,000$90,804
SERVICENOW INC 43,100 +4,000 $10,941
     NOW43,100+4,000$10,941
PALO ALTO NETWORKS INC 53,060 +5,000 $10,815
     PANW53,060+5,000$10,815
SPLUNK INC 88,350 +4,000 $10,413
     SPLK88,350+4,000$10,413
APPLE INC 46,470 -4,000 $10,408
     AAPL46,470-4,000$10,408
SALESFORCE COM INC      $10,391
     Call70,000+70,000$10,391
MICRON TECHNOLOGY INC 228,360 +65,000 $9,785
     MU228,360-10,000$9,785
AMAZON COM INC 5,610 UNCH $9,738
     AMZN5,610UNCH$9,738
VEEVA SYS INC 61,500 UNCH $9,390
     VEEV61,500UNCH$9,390
UNITEDHEALTH GROUP INC      $7,606
     Call35,000+35,000$7,606
XILINX INC      $6,713
     Call70,000+70,000$6,713
TWILIO INC      $6,598
     Call60,000+60,000$6,598
PAYPAL HLDGS INC 62,400 UNCH $6,464
     PYPL62,400UNCH$6,464
CVS HEALTH CORP 100,000 UNCH $6,307
     CVS100,000UNCH$6,307
TARGET CORP 55,000 +55,000 $5,880
     TGT55,000+55,000$5,880
ACTIVISION BLIZZARD INC 100,000 -75,000 $5,292
     ATVI100,000+100,000$5,292
SILICON LABORATORIES INC 46,900 UNCH $5,222
     SLAB46,900UNCH$5,222
PROOFPOINT INC 40,300 UNCH $5,201
     PFPT40,300UNCH$5,201
LULULEMON ATHLETICA INC 26,080 -5,000 $5,021
     LULU26,080-5,000$5,021
CHILDRENS PL INC      $5,004
     Call65,000+65,000$5,004
WW INTL INC 125,000 +125,000 $4,728
     WW125,000+125,000$4,728
BROADCOM INC 16,700 +2,500 $4,610
     AVGO16,700+2,500$4,610
BRIGHT HORIZONS FAM SOL IN D 27,200 -3,000 $4,148
     BFAM27,200-3,000$4,148
INTUITIVE SURGICAL INC      $4,049
     Call7,500-7,500$4,049
MAXLINEAR INC 174,300 UNCH $3,901
     MXL174,300UNCH$3,901
ALPHABET INC 3,040 UNCH $3,712
     GOOGL3,040UNCH$3,712
STARBUCKS CORP      $3,537
     Call40,000+40,000$3,537
NETFLIX INC      $3,479
     Call13,000+13,000$3,479
ALPHABET INC 2,840 UNCH $3,462
     GOOG2,840UNCH$3,462
OKTA INC 35,000 +35,000 $3,446
     OKTA35,000+35,000$3,446
NIKE INC      $3,287
     Call35,000+35,000$3,287
CHEGG INC 101,500 -15,000 $3,040
     CHGG101,500-15,000$3,040
STANLEY BLACK & DECKER INC 20,000 UNCH $2,888
     SWK20,000UNCH$2,888
WAYFAIR INC      $2,803
     Call25,000+25,000$2,803
YETI HLDGS INC 60,000 +60,000 $1,680
     YETI60,000+60,000$1,680

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 09/30/2019: $292,606
At 06/30/2019: $211,834

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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