13F Filings History of Avalon Global Asset Management LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$435,919,000
Signature - Title
Matt Pendleton - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Avalon Global Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avalon Global Asset Management LLC reported 31 stock holdings with total value $435,919,000 as of Q3 2025. Top holdings included CRWD, NVDA, SNOW, PANW, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 31 $435,919,000 +$61,987,184 -$1,674,000 +$60,313,184 CRWD, NVDA, SNOW, PANW, AMZN 13F-HR 13 Nov 2025, 16:52
Q2 2025 26 $354,917,000 +$46,557,425 -$54,684,280 -$8,126,855 NVDA, SNOW, CRWD, PANW, NOW 13F-HR 13 Aug 2025, 16:12
Q1 2025 26 $294,661,000 +$34,715,097 -$64,839,816 -$30,124,719 PANW, NVDA, CRWD, AMZN, SNOW 13F-HR 14 May 2025, 17:08
Q4 2024 26 $356,836,000 +$65,911,656 -$41,652,149 +$24,259,507 NVDA, NOW, CRWD, PANW, AMZN 13F-HR 13 Feb 2025, 18:43
Q3 2024 26 $324,611,000 +$31,917,300 -$43,113,062 -$11,195,762 NVDA, NOW, PANW, CRWD, AMZN 13F-HR 14 Nov 2024, 10:23
Q2 2024 30 $337,263,000 +$57,021,055 -$13,640,118 +$43,380,937 NVDA, CRWD, PANW, NOW, AMZN 13F-HR 13 Aug 2024, 16:37
Q1 2024 30 $310,504,000 +$47,704,549 -$30,894,841 +$16,809,708 NVDA, CRWD, AMD, NOW, AMZN 13F-HR 15 May 2024, 09:52
Q4 2023 25 $254,946,000 +$27,441,114 -$23,055,978 +$4,385,136 AMD, CRWD, NOW, NVDA, PANW 13F-HR 13 Feb 2024, 16:53
Q3 2023 24 $206,345,000 +$18,239,317 -$13,556,779 +$4,682,538 NVDA, PANW, CRWD, NOW, AMZN 13F-HR 13 Nov 2023, 16:16
Q2 2023 23 $205,072,000 +$19,584,871 -$20,149,502 -$564,631 NVDA, PANW, NOW, AAPL, AMZN 13F-HR 11 Aug 2023, 16:13
Q1 2023 24 $178,488,000 +$22,191,345 -$24,857,003 -$2,665,658 PANW, AAPL, NVDA, NOW, CRWD 13F-HR 15 May 2023, 09:42
Q4 2022 22 $141,882,000 +$20,717,260 -$33,914,771 -$13,197,511 AAPL, PANW, NOW, NVDA, AMZN 13F-HR 13 Feb 2023, 16:06
Q3 2022 21 $160,223,000 +$46,751,419 -$24,041,964 +$22,709,455 CRWD, NVDA, PANW, AAPL, NOW 13F-HR 14 Nov 2022, 16:55
Q2 2022 20 $167,433,000 +$23,833,727 -$51,877,753 -$28,044,026 CRWD, NOW, PANW, NVDA, AAPL 13F-HR 12 Aug 2022, 16:27
Q1 2022 24 $267,607,000 +$46,894,258 -$46,112,407 +$781,851 CRWD, PANW, AAPL, SPLK, NVDA 13F-HR 13 May 2022, 15:59
Q4 2021 28 $286,098,000 +$29,693,019 -$37,586,068 -$7,893,049 AAPL, CRWD, NVDA, PANW, NOW 13F-HR 11 Feb 2022, 16:49
Q3 2021 30 $292,187,000 +$42,682,411 -$27,944,933 +$14,737,478 PANW, NOW, AAPL, CRWD, AMZN 13F-HR 12 Nov 2021, 16:23
Q2 2021 29 $305,054,000 +$21,069,356 -$13,091,440 +$7,977,916 CRWD, AMZN, AAPL, NOW, PYPL 13F-HR 13 Aug 2021, 16:23
Q1 2021 27 $262,582,000 +$29,577,111 -$32,221,939 -$2,644,828 MU, AMZN, NOW, AAPL, CRWD 13F-HR 14 May 2021, 16:03
Q4 2020 27 $265,017,000 +$47,415,525 -$17,629,329 +$29,786,196 AAPL, CRWD, NOW, AMZN, PANW 13F-HR 12 Feb 2021, 16:00
Q3 2020 26 $201,300,000 +$54,681,407 -$10,463,000 +$44,218,407 AMZN, AAPL, NOW, VEEV, SPLK 13F-HR 13 Nov 2020, 09:14
Q2 2020 21 $155,845,000 +$10,499,979 -$32,457,316 -$21,957,337 NOW, AAPL, SPLK, AMZN, PANW 13F-HR 13 Aug 2020, 16:27
Q1 2020 23 $129,847,000 +$11,478,075 -$29,794,431 -$18,316,356 AAPL, NOW, AMZN, SPLK, VEEV 13F-HR 14 May 2020, 16:31
Q4 2019 25 $167,963,000 +$34,755,417 -$29,289,375 +$5,466,042 SPLK, AAPL, NOW, PANW, MU 13F-HR 13 Feb 2020, 18:18
Q3 2019 24 $146,492,000 +$24,222,098 -$24,542,756 -$320,658 NOW, PANW, SPLK, AAPL, MU 13F-HR 13 Nov 2019, 18:12
Q2 2019 25 $146,632,000 +$23,358,735 -$33,736,710 -$10,377,975 NOW, AMZN, SPLK, AAPL, VEEV 13F-HR 13 Aug 2019, 18:55
Q1 2019 24 $156,127,000 +$20,296,531 -$27,108,102 -$6,811,571 NOW, PANW, AMZN, SPLK, VEEV 13F-HR 14 May 2019, 12:54
Q4 2018 25 $135,444,000 +$15,250,558 -$35,825,301 -$20,574,743 NOW, PANW, SPLK, AMZN, AAPL 13F-HR 13 Feb 2019, 16:33
Q3 2018 28 $182,243,000 +$14,847,643 -$24,093,440 -$9,245,797 PANW, AMZN, NOW, SPLK, AAPL 13F-HR 14 Nov 2018, 09:48
Q2 2018 30 $177,739,000 +$19,873,473 -$27,620,290 -$7,746,817 PANW, MU, AMZN, NOW, AAPL 13F-HR 10 Aug 2018, 16:02
Q1 2018 34 $174,228,000 +$28,097,291 -$25,236,337 +$2,860,954 PANW, MU, NOW, AMZN, SPLK 13F-HR 14 May 2018, 17:24
Q4 2017 33 $154,522,000 +$26,110,276 -$22,956,520 +$3,153,756 NOW, AAPL, PANW, MU, AMZN 13F-HR 13 Feb 2018, 16:46
Q3 2017 31 $139,244,000 +$16,371,429 -$14,220,474 +$2,150,955 NOW, MU, PANW, AAPL, AMZN 13F-HR 13 Nov 2017, 16:20
Q2 2017 31 $129,333,000 +$18,536,264 -$18,167,293 +$368,971 NOW, PANW, AAPL, MU, ATHN 13F-HR 11 Aug 2017, 15:57
Q1 2017 27 $120,639,000 +$16,238,882 -$20,824,805 -$4,585,923 NOW, PANW, AAPL, MU, ATHN 13F-HR 12 May 2017, 16:31
Q4 2016 29 $113,013,000 +$17,041,835 -$22,416,075 -$5,374,240 PANW, NOW, AAPL, AMZN, ATHN 13F-HR 13 Feb 2017, 10:22
Q3 2016 29 $121,785,000 +$15,411,660 -$13,350,119 +$2,061,541 NOW, AMZN, ATHN, AAPL, PANW 13F-HR 14 Nov 2016, 11:04
Q2 2016 28 $108,639,000 +$22,453,336 -$14,099,326 +$8,354,010 PANW, ATHN, NOW, AMZN, AAPL 13F-HR 11 Aug 2016, 09:52
Q1 2016 28 $100,298,000 +$14,422,930 -$15,848,592 -$1,425,662 PANW, ATHN, AAPL, NOW, AMZN 13F-HR 13 May 2016, 10:20
Q4 2015 31 $108,610,000 +$33,888,338 -$34,679,692 -$791,354 ATHN, AAPL, PANW, NOW, AMZN 13F-HR 12 Feb 2016, 10:49
Q3 2015 29 $102,345,000 +$11,063,280 -$19,355,002 -$8,291,722 AMZN, AAPL, ATHN, NOW, PANW 13F-HR 13 Nov 2015, 10:06
Q2 2015 30 $117,550,000 +$14,126,379 -$18,304,163 -$4,177,784 AAPL, ATHN, NOW, PANW, AMZN 13F-HR 11 Aug 2015, 12:38
Q1 2015 36 $119,043,000 +$11,295,057 -$12,294,598 -$999,541 AAPL, PANW, ATHN, NOW, AMZN 13F-HR 14 May 2015, 10:41
Q4 2014 35 $115,733,000 +$17,269,490 -$15,538,708 +$1,730,782 AAPL, ATHN, PANW, NOW, VMW 13F-HR 12 Feb 2015, 12:47
Q3 2014 36 $109,345,000 +$15,397,801 -$20,315,244 -$4,917,443 AAPL, ATHN, VMW, PANW, GILD 13F-HR 14 Nov 2014, 13:58
Q2 2014 40 $111,121,000 +$25,651,162 -$16,414,621 +$9,236,541 AAPL, VMW, ATHN, SNDK, DECK 13F-HR 13 Aug 2014, 14:37
Q1 2014 38 $110,951,000 +$22,086,828 -$18,692,589 +$3,394,239 AAPL, ATHN, VMW, GOOGL, LULU 13F-HR 15 May 2014, 16:53
Q4 2013 32 $105,994,000 $0 $0 $0 AAPL, ATHN, VMW, GOOGL, LULU 13F-HR 13 Feb 2014, 17:32