Cavalry Management Group

Cavalry Management as of Sept. 30, 2012

Portfolio Holdings for Cavalry Management

Cavalry Management holds 35 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 11.6 $108M 1.7M 62.47
Apple (AAPL) 10.2 $95M 143k 667.10
Facebook Inc cl a (META) 10.0 $93M 4.3M 21.66
Google 9.5 $89M 118k 754.50
Microsoft Corporation (MSFT) 8.7 $81M 2.7M 29.76
salesforce (CRM) 6.1 $57M 370k 152.69
Western Digital (WDC) 4.8 $45M 1.2M 38.73
Cavium 3.4 $31M 944k 33.31
Sina Corporation 2.9 $27M 414k 64.68
Cirrus Logic (CRUS) 2.8 $26M 680k 38.39
Universal Display Corporation (OLED) 2.7 $25M 725k 34.33
Seagate Technology Com Stk 2.6 $24M 780k 30.96
Verizon Communications (VZ) 2.5 $23M 513k 45.57
Jabil Circuit (JBL) 2.4 $22M 1.2M 18.72
CONSOL Energy 2.2 $20M 670k 30.05
CF Industries Holdings (CF) 2.2 $20M 90k 222.24
JDS Uniphase Corporation 1.9 $18M 1.5M 12.38
Peabody Energy Corporation 1.9 $17M 770k 22.29
Agrium 1.7 $16M 153k 103.46
NetEase (NTES) 1.5 $14M 256k 56.14
Telefonaktiebolaget LM Ericsson (ERIC) 1.4 $13M 1.5M 9.12
Fortinet (FTNT) 1.3 $12M 489k 24.12
Synaptics, Incorporated (SYNA) 1.2 $11M 448k 24.02
TTM Technologies (TTMI) 0.9 $8.7M 924k 9.42
Danaher Corporation (DHR) 0.9 $8.3M 151k 55.15
Giant Interactive 0.6 $5.5M 1.1M 5.19
RealD 0.5 $5.0M 560k 8.94
Covanta Holding Corporation 0.5 $4.5M 262k 17.16
Linkedin Corp 0.4 $4.0M 34k 120.40
Changyou 0.3 $2.6M 100k 26.24
Canadian Solar (CSIQ) 0.2 $2.0M 725k 2.79
priceline.com Incorporated 0.1 $1.4M 2.2k 619.09
Bazaarvoice 0.1 $875k 58k 15.15
Servicesource 0.1 $514k 50k 10.28
Yelp Inc cl a (YELP) 0.0 $115k 4.3k 26.99