Cavalry Management as of March 31, 2012
Portfolio Holdings for Cavalry Management
Cavalry Management holds 29 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.7 | $148M | 4.6M | 32.26 | |
| Seagate Technology Com Stk | 13.7 | $147M | 5.4M | 26.96 | |
| Qualcomm (QCOM) | 12.6 | $135M | 2.0M | 68.06 | |
| Apple (AAPL) | 11.8 | $127M | 212k | 599.55 | |
| Micron Technology (MU) | 6.4 | $69M | 8.5M | 8.09 | |
| Electronic Arts (EA) | 4.9 | $52M | 3.2M | 16.48 | |
| priceline.com Incorporated | 4.9 | $52M | 73k | 717.51 | |
| salesforce (CRM) | 4.6 | $50M | 322k | 154.51 | |
| Ciena Corporation (CIEN) | 4.2 | $46M | 2.8M | 16.19 | |
| Western Digital (WDC) | 4.1 | $44M | 1.1M | 41.39 | |
| Universal Display Corporation (OLED) | 4.0 | $43M | 1.2M | 36.53 | |
| Perfect World | 2.0 | $22M | 1.3M | 16.18 | |
| OCZ Technology | 1.8 | $20M | 2.8M | 6.98 | |
| RealD | 1.7 | $18M | 1.4M | 13.50 | |
| TTM Technologies (TTMI) | 1.6 | $18M | 1.5M | 11.51 | |
| Finisar Corporation | 1.4 | $15M | 758k | 20.15 | |
| CF Industries Holdings (CF) | 1.3 | $14M | 75k | 182.65 | |
| Synaptics, Incorporated (SYNA) | 1.1 | $12M | 340k | 36.51 | |
| Danaher Corporation (DHR) | 1.0 | $11M | 190k | 56.00 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.9 | $10M | 974k | 10.31 | |
| Changyou | 0.6 | $6.6M | 243k | 27.15 | |
| Giant Interactive | 0.6 | $6.0M | 1.2M | 4.90 | |
| Covanta Holding Corporation | 0.5 | $4.9M | 304k | 16.23 | |
| Linkedin Corp | 0.4 | $3.9M | 38k | 101.99 | |
| Bazaarvoice | 0.1 | $1.3M | 64k | 19.88 | |
| Servicesource | 0.1 | $774k | 50k | 15.48 | |
| 0.1 | $600k | 935.00 | 641.71 | ||
| Jive Software | 0.1 | $610k | 22k | 27.17 | |
| Yelp Inc cl a (YELP) | 0.0 | $134k | 5.0k | 26.80 |
