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STOCK TICKER:

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 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
AMAZON COM INC    (COM) AMZN 19,283,000 9,890 9.07%
PAYPAL HLDGS INC    (COM) PYPL 10,560,000 110,300 4.97%
APPLE INC    (COM) AAPL 9,645,000 37,930 4.54%
SERVICENOW INC    (COM) NOW 9,543,000 33,300 4.49%
SPLUNK INC    (COM) SPLK 9,461,000 74,950 4.45%
VEEVA SYS INC    (CL A COM) VEEV 9,304,000 59,500 4.38%
MICRON TECHNOLOGY INC    (COM) MU 9,239,000 219,660 4.34%
CROWDSTRIKE HLDGS INC    (CL A) 8,909,000 160,000 4.19%
PALO ALTO NETWORKS INC    (COM) PANW 8,367,000 51,030 3.93%
FIDELITY NATL INFORMATION SV    (COM) FIS 6,690,000 55,000 3.14%
BRISTOL MYERS SQUIBB CO    (COM) BMY 6,689,000 120,000 3.14%
FACEBOOK INC    (CL A) FB 6,672,000 40,000 3.14%
TARGET CORP    (COM) TGT 6,508,000 70,000 3.06%
MICROSOFT CORP    (COM) MSFT 6,308,000 40,000 2.96%
LULULEMON ATHLETICA INC    (COM) LULU 6,165,000 32,520 2.90%
SALESFORCE COM INC    (COM) CRM 5,442,000 37,800 2.56%
SKYWORKS SOLUTIONS INC    (COM) SWKS 5,363,000 60,000 2.52%
NVIDIA CORP    (COM) NVDA 5,272,000 20,000 2.48%
NETFLIX INC    (COM) NFLX 5,257,000 14,000 2.47%
SHOPIFY INC    (CL A) 4,586,000 11,000 2.15%
CVS HEALTH CORP    (COM) CVS 4,545,000 76,600 2.13%
WW INTL INC    (COM) 4,158,000 245,900 1.95%
NIKE INC    (CL B) NKE 4,137,000 50,000 1.94%
BROADCOM INC    (COM) 4,102,000 17,300 1.93%
SILICON LABORATORIES INC    (COM) SLAB 3,852,000 45,100 1.81%
CHEGG INC    (COM) CHGG 3,625,000 101,300 1.70%
ALPHABET INC    (CAP STK CL A) GOOGL 3,393,000 2,920 1.59%
ACTIVISION BLIZZARD INC    (COM) ATVI 3,325,000 55,900 1.56%
PVH CORP    (COM) PVH 3,199,000 85,000 1.50%
ALPHABET INC    (CAP STK CL C) GOOG 3,174,000 2,730 1.49%
BRIGHT HORIZONS FAM SOL IN D    (COM) BFAM 3,172,000 31,100 1.49%
UNITEDHEALTH GROUP INC    (COM) UNH 3,117,000 12,500 1.46%
PROOFPOINT INC    (COM) PFPT 2,421,000 23,600 1.13%
WAYFAIR INC    (CL A) W 2,138,000 40,000 1.00%
DISNEY WALT CO    (COM DISNEY) DIS 1,932,000 20,000 0.90%
ZSCALER INC    (COM) 1,430,000 23,500 0.67%
SOUTHWEST AIRLS CO    (COM) LUV 1,424,000 40,000 0.67%
Total Value As 2020-03-31: 212,407,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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