Avalon Global Asset Management Llc (1314273) Portfolio


Number of Companies: 31
Inflow: $36,197 K
Outflow: $-14,670 K
Net Flow: $21,527 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


Receive a FREE weekly executive review of stocks moving into the top 10, taking the top industy spot or moving up within their industry. Sent directly to your Inbox every Saturday. Sign up today and get last week's review immediately sent to you.

We value and respect your privacy. Please read our Terms and Conditions which states our firm commitment to your privacy. Your email address will not be shared with a third party, nor will it be sold or used for purposes other than subscription for the weekly review.

Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3079 54 Apple Inc (AAPL) Communications Equipment 115,000 Added More 50,000 $108.98 $5,449 $12,533
2933 13 Ulta Salon Cosmetics And Fragr (ULTA) Other Spec Retail Discr 25,000 New Holding 25,000 $193.74 $4,843 $4,843
3044 9 Costco Wholesale Corp (COST) Mass Merchants 30,000 New Holding 30,000 $157.58 $4,727 $4,727
2726 27 Lululemon Athletica Inc (LULU) Specialty Apparel Stores 130,900 Added More 60,000 $67.70 $4,062 $8,863
2883 24 Linkedin Corp - A (LNKD) Internet Media 40,000 Added More 32,000 $114.34 $3,659 $4,574
11 1 Western Digital Corp (WDC) Computer Hardware And Storage 110,000 Added More 75,000 $47.24 $3,543 $5,196
1933 56 Jazz Pharmaceuticals Plc (JAZZ) Specialty Pharma 25,000 New Holding 25,000 $130.55 $3,263 $3,263
127 4 Micron Technology Inc (MU) Semiconductor Devices 240,000 Added More 135,000 $10.47 $1,413 $2,512
2781 29 Servicenow Inc (NOW) Infrastructure Software 98,500 Added More 20,000 $61.18 $1,223 $6,026
2762 29 American Eagle Outfitters (AEO) Specialty Apparel Stores 170,000 Added More 70,000 $16.67 $1,166 $2,833
2922 32 Palo Alto Networks Inc (PANW) Infrastructure Software 45,750 Added More 7,000 $163.13 $1,141 $7,463
642 5 Splunk Inc (SPLK) Infrastructure Software 85,530 Added More 15,000 $48.93 $733 $4,184
2500 76 Athenahealth Inc (ATHN) Application Software 52,500 Added More 3,000 $138.77 $416 $7,285
86 4 Workday Inc-Class A (WDAY) Application Software 35,000 Added More 4,800 $76.83 $368 $2,689
3051 57 Gilead Sciences Inc (GILD) Biotech 44,500 Added More 2,000 $91.86 $183 $4,087
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 45,600 No Change 0 $63.88 $0 $2,912
2141 47 Cavium Inc (CAVM) Semiconductor Devices 55,700 No Change 0 $61.16 $0 $3,406
2162 4 Macys Inc (M) Department Stores 65,000 No Change 0 $44.09 $0 $2,865
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 9,590 No Change 0 $593.64 $0 $5,693
699 19 Silicon Laboratories Inc (SLAB) Semiconductor Devices 65,400 No Change 0 $44.95 $0 $2,940
3074 26 Facebook Inc-A (FB) Internet Media 30,000 No Change 0 $114.09 $0 $3,423
2942 7 Tesla Motors Inc (TSLA) Automobiles 13,500 Sold Some -1,500 $229.77 $-344 $3,101
2228 21 Vmware Inc-Class A (VMW) Infrastructure Software 0 Sold All -16,300 $52.31 $-852 $0
36 1 Skechers Usa Inc-Cl A (SKX) Apparel Footwear And Acc Design 0 Sold All -30,000 $30.45 $-913 $0
2974 36 Chipotle Mexican Grill Inc (CMG) Restaurants 5,000 Sold Some -2,500 $470.97 $-1,177 $2,354
2592 79 Adobe Systems Inc (ADBE) Application Software 0 Sold All -15,000 $93.80 $-1,407 $0
2674 7 Nordstrom Inc (JWN) Department Stores 38,840 Sold Some -25,000 $57.20 $-1,430 $2,222
524 13 Maxlinear Inc-Class A (MXL) Semiconductor Devices 110,000 Sold Some -90,000 $18.50 $-1,665 $2,035
2412 20 Deckers Outdoor Corp (DECK) Apparel Footwear And Acc Design 0 Sold All -30,600 $59.91 $-1,833 $0
2984 25 Netflix Inc (NFLX) Internet Media 0 Sold All -24,000 $102.23 $-2,453 $0
2879 26 Vf Corp (VFC) Apparel Footwear And Acc Design 0 Sold All -40,040 $64.76 $-2,592 $0