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Portfolio (Quarterly) Guide ↗

Avalon Global Asset Management LLC

· CIK 0001314273
13F Portfolio $724M AUM 41 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 8 Added 7 Reduced 13 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LULU LULULEMON ATHLETICA INC Consumer Cyclical 18,640.0 $2.9M 0.39% $153.11 -17.3%
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.9%
Industrials 19.3%
Consumer Cyclical 11.6%
Communication Services 4.2%