Long-term investor
Avalon Global Asset Management LLC @avalonglobalassetmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001314273).
Record
- Tracked since 2025-06-30 (445 days), 129 trades recorded
- Returns: week n/a · month n/a · 90 days +17.5% · 6 months n/a · 1 year +23.8% · all +23.8%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 7.5% · long · since 2025-06-30
- SMH · 7.2% · long · since 2026-06-30
- MU · 5.6% · long · since 2025-06-30
- CRWD · 5.6% · long · since 2025-06-30
- NVDA · 5.6% · long · since 2025-06-30
- PANW · 5.6% · long · since 2025-06-30
- 833445109 · 5.5% · long · since 2025-06-30
- VRT · 4.4% · long · since 2025-06-30
- SNPS · 3.4% · long · since 2026-06-30
- MPWR · 3.3% · long · since 2025-06-30
- URI · 3.1% · long · since 2026-06-30
- 18915M107 · 2.8% · long · since 2025-06-30