Avalon Global Asset Management LLC

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Avalon Global Asset Management LLC
CRD #107785
SEC #801-57032
CIK #0001314273
AUM $443.8 M (2025-03-24)
Employees 5 (60% Investors, 0% Brokers)
Phone415-615-5200
Address100 Pine Street
San Francisco, CA 94111
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4503602701809002000200820172026
CIK Period
0001314273
Sector Form 13F Holdings Value ($M)
Nvidia Corp 55.3
CrowdStrike Holdings Inc 43.5
Denali Holding Inc 30.6
Snowflake Inc 28.2
Palo Alto Networks Inc 27.6
ServiceNow Inc 26.6
GS Acquisition Holdings Corp 25.7
Apple Inc 24.5
Amazon Com Inc 24.0
Dicks Sporting Goods Inc 17.8
Lululemon Athletica Inc 16.3
Tesla Motors Inc 15.9
PulteGroup Inc/MI/ 15.8
Marvell Technology Inc 15.5
Eaton Corp Ltd 15.2
Micron Technology Inc 14.9
Cloudflare Inc 14.8
Monolithic Power Systems Inc 14.6
Home Depot Inc 14.0
Silicon Laboratories Inc 13.3
Darden Restaurants Inc 13.1
Atlassian Corp PLC 12.2
Zscaler Inc 11.0
Analog Devices Inc 10.8
Crane Co 10.4
ULTA Salon Cosmetics & Fragrance Inc 9.4
Parker Hannifin Corp 7.1
MYT Netherlands Parent BV 6.8
Emerson Electric Co 6.7
Generac Holdings Inc 6.4
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Type Form D Funds Date Sold ($M) AUM ($M)
HF Avalon Global Partners LLC [2012-03-22] 109.5 333.2
HF Avalon Worldwide Ltd [2012-03-22] 98.9 110.7
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 443.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 443.8
By Discretionary
Discretionary 4 443.8
Non-Discretionary 0 0.0
Total 4 443.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 443.8
Total 4 443.8
Form D Directors # Filings # Firms 2011 - 2025
Peter Young 116
Nancy Kukacka 4
Avalon Global Asset Management LLC 4
Jeffery Christian 4
AGAM GP LLC 3
EDGAR Form CIK 2011 - 2025
13F-HR [0001314273]
Comparable Firms State AUM ($B)
Harraden Circle Investments LLC
NY 0.5
LFL Advisers LLC
IL 0.4
TSW II Capital Advisors LLC
TN 0.4
Nine Ten Capital Management LLC
IL 0.4
Gavilan Investment Partners LLC
CA 0.4
Kerrisdale Advisers LLC
FL 0.4
Third North Capital LP
NY 0.4
MANA Advisors LLC
NY 0.4
Banyan Alpha Investment LP
CA 0.4
Ping Capital Management Inc
NY 0.4
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