Cavalry Management

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

Portfolio Holdings for Cavalry Management

Companies in the Cavalry Management portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Micron Technology (MU) 11.15 1.43M +1013% 53.78
Facebook Inc cl a 8.55 286870 +165% 205.25
Tesla Motors (TSLA) 8.38 137959 NEW 418.33
Microsoft Corporation (MSFT) 8.12 354390 +56% 157.70
Analog Devices (ADI) 7.70 446056 +356% 118.84
Inphi Corporation (IPHI) 6.07 564909 +53% 74.02
Ringcentral 5.64 230247 +325% 168.67
Skyworks Solutions (SWKS) 5.11 291026 NEW 120.88
Qorvo 4.82 285423 NEW 116.23
Alibaba Group Holding Ltd Spon 4.71 152839 +12% 212.10
Elastic N V ord shs 3.90 417532 +61% 64.30
Western Digital (WDC) 3.82 414901 NEW 63.47
Lumentum Hldgs 3.61 313723 -37% 79.30
Walt Disney Company (DIS) 3.53 168101 +56% 144.63
Telefonaktiebolaget LM Ericsson (ERIC) 3.22 2.53M +9% 8.78
Metropcs Communications 2.83 248575 +13% 78.42
Ciena Corporation (CIEN) 2.56 413176 -28% 42.69
Commscope Hldg 2.56 1.24M -30% 14.19
Datadog Inc Cl A 1.19 216388 +981% 37.78
Seagate Technology Com Stk 1.11 127994 NEW 59.50
II-VI (IIVI) 0.74 151120 -43% 33.67
Sunrun 0.51 18880 NEW 185.86
Watts Water Technologies (WTS) 0.05 3762 NEW 99.68
4068594 Enphase Energy 0.04 9402 -53% 26.16
Gentherm 0.04 6320 NEW 44.46
Sunnova Energy International Inc 0.03 16360 NEW 11.19
Costamare Inc shs 0.01 10020 NEW 9.48

Past Filings by Cavalry Management

View past SEC 13F filings by Cavalry Management

View all filings