Cavalry Management as of Dec. 31, 2011
Portfolio Holdings for Cavalry Management
Cavalry Management holds 33 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 19.4 | $145M | 358k | 405.00 | |
| Microsoft Corporation (MSFT) | 10.8 | $81M | 3.1M | 25.96 | |
| Qualcomm (QCOM) | 10.5 | $78M | 1.4M | 54.70 | |
| eBay (EBAY) | 6.9 | $52M | 1.7M | 30.33 | |
| Universal Display Corporation (OLED) | 6.1 | $46M | 1.3M | 36.69 | |
| Seagate Technology Com Stk | 5.3 | $39M | 2.4M | 16.40 | |
| priceline.com Incorporated | 4.7 | $35M | 74k | 467.71 | |
| Ancestry | 4.1 | $31M | 1.3M | 22.96 | |
| Ciena Corporation (CIEN) | 3.9 | $29M | 2.4M | 12.10 | |
| NetEase (NTES) | 3.9 | $29M | 651k | 44.85 | |
| TTM Technologies (TTMI) | 3.1 | $23M | 2.1M | 10.96 | |
| Electronic Arts (EA) | 2.7 | $20M | 976k | 20.60 | |
| Netflix (NFLX) | 2.7 | $20M | 290k | 69.29 | |
| salesforce (CRM) | 2.4 | $18M | 180k | 101.46 | |
| Juniper Networks (JNPR) | 2.4 | $18M | 890k | 20.41 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 2.0 | $15M | 1.5M | 10.13 | |
| Spreadtrum Communications | 2.0 | $15M | 723k | 20.88 | |
| RealD | 1.6 | $12M | 1.5M | 7.94 | |
| Danaher Corporation (DHR) | 1.3 | $9.7M | 207k | 47.04 | |
| Giant Interactive | 0.7 | $5.5M | 1.4M | 4.08 | |
| JA Solar Holdings | 0.7 | $5.1M | 3.8M | 1.34 | |
| Covanta Holding Corporation | 0.6 | $4.6M | 336k | 13.69 | |
| Constant Contact | 0.6 | $4.5M | 193k | 23.21 | |
| Pandora Media | 0.4 | $3.0M | 300k | 10.01 | |
| Zynga | 0.3 | $2.4M | 250k | 9.41 | |
| Linkedin Corp | 0.3 | $2.2M | 35k | 63.00 | |
| NetLogic Microsystems | 0.1 | $734k | 15k | 49.59 | |
| Servicesource | 0.1 | $785k | 50k | 15.70 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $698k | 13k | 55.84 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $572k | 8.9k | 64.27 | |
| Red Hat | 0.1 | $438k | 11k | 41.32 | |
| Jive Software | 0.1 | $400k | 25k | 16.00 | |
| Autodesk (ADSK) | 0.0 | $249k | 8.2k | 30.37 |
