Cavalry Management

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

Companies in the Cavalry Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Micron Technology (MU) 14.51 1.46M +157% 39.33
Microsoft Corporation (MSFT) 9.32 495583 +281% 74.49
Texas Instruments Incorporated (TXN) 9.12 402983 +411% 89.64
Microchip Technology (MCHP) 8.69 383511 +177% 89.78
Netflix (NFLX) 6.98 152445 NEW 181.35
Monolithic Power Systems (MPWR) 5.97 222051 +87% 106.55
Tesla Motors (TSLA) 5.83 67696 +234% 341.10
Broad 5.62 91713 +50% 242.54
Charter Communications Inc New Cl A cl a 4.81 52455 +50% 363.42
Amazon (AMZN) 4.69 19318 -9% 961.38
Alibaba Group Holding Ltd Spon 4.58 104949 -43% 172.70
Metropcs Communications 4.50 288929 NEW 61.66
Viavi Solutions Inc equities 3.67 1.54M +24% 9.46
Qualys 3.65 279026 +89% 51.80
Universal Display Corporation (PANL) 3.27 100393 +48% 128.84
Western Digital (WDC) 2.67 122359 -51% 86.40
Kulicke and Soffa Industries (KLIC) 1.40 256153 -14% 21.57
Neophotonics Corp 0.63 447835 -4% 5.56
Nrg Yield Inc Cl A New cs 0.06 12810 +21% 18.97
4068594 Enphase Energy 0.02 53753 NEW 1.53
Capstone Turbine 0.01 61370 NEW 0.70

Past 13F-HR SEC Filings by Cavalry Management

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