StockDriftsStockDriftsTop 26 Avalon Global Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 7.87% | 191.8K | $33.5M | -29.43%(-80.00K) | $92.32(+155.34%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 7.61% | 95.7K | $32.3M | -13.48%(-14.90K) | $50.12(+1623.85%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 7.08% | 120.0K | $30.1M | +0.00%(+0) | $93.44(+302.64%) | 2026-03-31 | |
| CRWD | CROWDSTRIKE HLDGS INC | 6.19% | 67.3K | $26.3M | +0.00%(+0) | $199.43(+190.80%) | 2026-03-31 | |
| MPWR | MONOLITHIC PWR SYS INC | 5.79% | 22.5K | $24.6M | +0.00%(+0) | $733.77(+119.96%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 5.65% | 149.6K | $24.0M | +11.14%(+15.00K) | $40.71(+485.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.37% | 109.6K | $22.8M | +0.00%(+0) | $39.18(+582.00%) | 2026-03-31 | |
| SNOW | SNOWFLAKE INC | 5.05% | 142.2K | $21.4M | +0.00%(+0) | $188.29(-19.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.75% | 79.6K | $20.2M | +0.00%(+0) | $61.39(+385.78%) | 2026-03-31 | |
| NET | CLOUDFLARE INC | 3.9% | 80.4K | $16.6M | +6.63%(+5.00K) | $92.88(+115.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.25% | +91.80% |
| Top 20 Holdings Unweighted | +22.15% | +82.28% |
Sign up free to track Avalon Global Asset Management LLC, compare funds side by side, and get alerts the moment positions change.