Avalon Global Asset Management Llc
- Regulatory AUM
- $554M
- Discretionary
- $554M
- Clients
- 4
- Avg AUM / client
- $138M
- Accounts
- 4
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Investments (13F portfolio — 36 positions, $723,669)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | COM | $66,562 | 319,600 | 9.2% | 0.01% |
| 2 | Micron Technology Inc | COM | $66,102 | 195,660 | 9.13% | 0.01% |
| 3 | Select Sector Spdr Tr | STATE STREET ENE | $61,260 | 1,000,000 | 8.47% | 0.01% |
| 4 | Nvidia Corp | COM | $50,890 | 291,800 | 7.03% | 0.01% |
| 5 | Ishares Tr | RUSSELL 2000 ETF | $49,600 | 200,000 | 6.85% | 0.01% |
| 6 | Crowdstrike Hldgs Inc | CL A | $32,146 | 82,340 | 4.44% | 0.01% |
| 7 | Vertiv Holdings Co | COM CL A | $30,070 | 120,000 | 4.16% | 0.01% |
| 8 | Monolithic Pwr Sys Inc | COM | $24,600 | 22,500 | 3.4% | 0.0% |
| 9 | Palo Alto Networks Inc | COM | $23,990 | 149,640 | 3.32% | 0.0% |
| 10 | Tesla Inc | COM | $22,305 | 60,000 | 3.08% | 0.0% |
| 11 | Snowflake Inc | CL A | $21,447 | 142,200 | 2.96% | 0.0% |
| 12 | Apple Inc | COM | $20,197 | 79,580 | 2.79% | 0.0% |
| 13 | Cloudflare Inc | CL A COM | $16,590 | 80,400 | 2.29% | 0.0% |
| 14 | Eaton Corp Plc | SHS | $15,237 | 42,600 | 2.11% | 0.0% |
| 15 | Emerson Elec Co | COM | $15,067 | 115,000 | 2.08% | 0.0% |
| 16 | Analog Devices Inc | COM | $14,412 | 45,300 | 1.99% | 0.0% |
| 17 | Servicenow Inc | COM | $14,072 | 134,600 | 1.94% | 0.0% |
| 18 | Zscaler Inc | COM | $14,029 | 100,000 | 1.94% | 0.0% |
| 19 | Capital One Finl Corp | COM | $12,770 | 70,000 | 1.76% | 0.0% |
| 20 | Home Depot Inc | COM | $12,564 | 38,200 | 1.74% | 0.0% |
| 21 | Mongodb Inc | CL A | $12,239 | 50,000 | 1.69% | 0.0% |
| 22 | Silicon Laboratories Inc | COM | $11,948 | 57,400 | 1.65% | 0.0% |
| 23 | Macom Tech Solutions Hldgs I | COM | $11,259 | 50,700 | 1.56% | 0.0% |
| 24 | Crane Company | COMMON STOCK | $11,115 | 65,000 | 1.54% | 0.0% |
| 25 | Ralph Lauren Corp | CL A | $10,320 | 30,000 | 1.43% | 0.0% |
Top 25 of 36 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $554M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $326M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Avalon Global Partners, Llc | Hedge Fund | Delaware | $246M | 28 |
| Avalon Worldwide, Ltd. master | Hedge Fund | Cayman Islands | $80.0M | 12 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kukacka, Nancy, Ann | Managing Member | Nov 1999 (27y) | 50% – 75% | |
| Christian, Jeffery, Edward | Chief Risk Officer | Mar 2013 (13y) | 25% – 50% | |
| Pendleton, Richard, Matthew | Coo & Cco | Aug 2016 (10y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $326M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Avalon Global Partners, Llc | Hedge Fund | $246M | $1.0M | 28 |
| Avalon Worldwide, Ltd. | Hedge Fund | $80.0M | $1.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗