Cavalry Management

Latest statistics and disclosures from Cavalry Management's latest quarterly 13F-HR filing:

Companies in the Cavalry Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Alibaba Group Holding Ltd Spon 10.45 186992 +146% 140.90
Western Digital (WDC) 8.94 254417 +62% 88.60
Amazon (AMZN) 8.22 21430 +20% 968.04
Micron Technology (MU) 6.71 566740 -13% 29.86
Advanced Micro Devices (AMD) 5.75 1.16M +209% 12.48
Broad 5.62 60813 +13% 233.06
Skyworks Solutions (SWKS) 5.14 135025 NEW 95.95
Viavi Solutions Inc equities 5.14 1.23M 10.53
Charter Communications Inc New Cl A cl a 4.64 34745 +19% 336.85
Monolithic Power Systems (MPWR) 4.52 118143 -2% 96.41
Microchip Technology (MCHP) 4.22 137994 -20% 77.18
Momo 3.96 270278 +20% 36.96
Microsoft Corporation (MSFT) 3.55 129874 NEW 68.93
Inphi Corporation (IPHI) 3.51 258059 +52% 34.30
Apple (AAPL) 3.41 59686 -69% 144.02
Universal Display Corporation (PANL) 2.92 67442 +20% 109.25
Tesla Motors (TSLA) 2.91 20268 -53% 361.60
Texas Instruments Incorporated (TXN) 2.40 78780 NEW 76.94
Qualys 2.38 147090 NEW 40.80
Kulicke and Soffa Industries (KLIC) 2.26 299782 -17% 19.02
Power Integrations (POWI) 1.80 62421 NEW 72.89
Neophotonics Corp 1.43 467103 NEW 7.72
Nrg Yield Inc Cl A New cs 0.07 10510 -29% 17.03
Sunrun 0.05 17875 +58% 7.10
Ballard Pwr Sys Inc New 0.02 13460 NEW 2.90

Past 13F-HR SEC Filings by Cavalry Management

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