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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Avalon Global Asset Management LLC INSTITUTION : Avalon Global Asset Management LLC
Avalon Global Asset Management LLC Portfolio (reported on 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (RUSSELL 2000 ETF) IWM 90,804,000 600,000 31.03%
SERVICENOW INC    (COM) NOW 10,941,000 43,100 3.73%
PALO ALTO NETWORKS INC    (COM) PANW 10,815,000 53,060 3.69%
SPLUNK INC    (COM) SPLK 10,413,000 88,350 3.55%
APPLE INC    (COM) AAPL 10,408,000 46,470 3.55%
SALESFORCE COM INC    (COM) CRM 10,391,000 70,000 3.55%
MICRON TECHNOLOGY INC    (COM) MU 9,785,000 228,360 3.34%
AMAZON COM INC    (COM) AMZN 9,738,000 5,610 3.32%
VEEVA SYS INC    (CL A COM) VEEV 9,390,000 61,500 3.20%
UNITEDHEALTH GROUP INC    (COM) UNH 7,606,000 35,000 2.59%
XILINX INC    (COM) XLNX 6,713,000 70,000 2.29%
TWILIO INC    (CL A) 6,598,000 60,000 2.25%
PAYPAL HLDGS INC    (COM) PYPL 6,464,000 62,400 2.20%
CVS HEALTH CORP    (COM) CVS 6,307,000 100,000 2.15%
TARGET CORP    (COM) TGT 5,880,000 55,000 2.00%
ACTIVISION BLIZZARD INC    (COM) ATVI 5,292,000 100,000 1.80%
SILICON LABORATORIES INC    (COM) SLAB 5,222,000 46,900 1.78%
PROOFPOINT INC    (COM) PFPT 5,201,000 40,300 1.77%
LULULEMON ATHLETICA INC    (COM) LULU 5,021,000 26,080 1.71%
CHILDRENS PL INC    (COM) PLCE 5,004,000 65,000 1.71%
WW INTL INC    (COM) 4,728,000 125,000 1.61%
BROADCOM INC    (COM) 4,610,000 16,700 1.57%
BRIGHT HORIZONS FAM SOL IN D    (COM) BFAM 4,148,000 27,200 1.41%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 4,049,000 7,500 1.38%
MAXLINEAR INC    (CL A) MXL 3,901,000 174,300 1.33%
ALPHABET INC    (CAP STK CL A) GOOGL 3,712,000 3,040 1.26%
STARBUCKS CORP    (COM) SBUX 3,537,000 40,000 1.20%
NETFLIX INC    (COM) NFLX 3,479,000 13,000 1.18%
ALPHABET INC    (CAP STK CL C) GOOG 3,462,000 2,840 1.18%
OKTA INC    (CL A) 3,446,000 35,000 1.17%
NIKE INC    (CL B) NKE 3,287,000 35,000 1.12%
CHEGG INC    (COM) CHGG 3,040,000 101,500 1.03%
STANLEY BLACK & DECKER INC    (COM) SWK 2,888,000 20,000 0.98%
WAYFAIR INC    (CL A) W 2,803,000 25,000 0.95%
CHEWY INC    (CL A) 1,843,000 75,000 0.62%
YETI HLDGS INC    (COM) 1,680,000 60,000 0.57%
Total Value As 2019-09-30: 292,606,000 SEC FILING
* Portfolios do not reflect changes after reporting
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Warren Buffett
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