Avalon Global Asset Management
Avalon Global Asset Management reported 30 stocks worth $680K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MU (7.6%), CRWD (7.6%) and NVDA (7.6%). Compared with Q1 2026, the fund opened new positions in URI, DKS and W, added to NVDA, SNOW and NET and trimmed MU, MPWR and MTSI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $52K | 7.6% | 45K | −51K (−53%) | 8 of 8 | |
| 2 |  CRWD Crowdstrike Hldgs Inc | $51K | 7.6% | 67K | No change | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $51K | 7.6% | 257K | +65K (+34%) | 8 of 8 | |
| 4 |  PANW Palo Alto Networks Inc | $51K | 7.5% | 150K | No change | 8 of 8 | |
| 5 |  SNOW Snowflake Inc | $50K | 7.4% | 197K | +55K (+39%) | 7 of 8 | |
| 6 |  VRT Vertiv Holdings Co | $40K | 5.9% | 120K | No change | 6 of 8 | |
| 7 |  MPWR Monolithic Pwr Sys Inc | $30K | 4.5% | 22K | −500 (−2%) | 6 of 8 | |
| 8 |  URI United Rentals Inc | $28K | 4.2% | 25K | New position | 1 of 8 | |
| 9 |  AMZN Amazon Com Inc | $26K | 3.8% | 110K | No change | 8 of 8 | |
| 10 |  NET Cloudflare Inc | $26K | 3.8% | 105K | +25K (+31%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SMH Vaneck ETF Trust | Put | $66K | 100K | +100,000 |
AMZN Amazon Com Inc | Call | $43K | 180K | +60,000 |
 SNPS Synopsys Inc | Call | $31K | 70K | +70,000 |
 TSLA Tesla Inc | Call | $25K | 60K | 0 |
 LOW Lowes Cos Inc | Call | $22K | 100K | +100,000 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avalon Global Asset Management 13F FAQ
What does Avalon Global Asset Management own?
Avalon Global Asset Management reported 30 stocks worth $680K in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MU (7.6%), CRWD (7.6%) and NVDA (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Avalon Global Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 7 added to, 7 trimmed and 0 sold out. New positions include URI, DKS and W.
When will Avalon Global Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Avalon Global Asset Management's portfolio worth?
The Q2 2026 filing reports $680K in US stocks ($917K including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.