Cavalry Management Group

Cavalry Management as of Dec. 31, 2015

Portfolio Holdings for Cavalry Management

Cavalry Management holds 20 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 14.5 $7.9M 240k 32.96
Facebook Inc cl a (META) 12.8 $7.0M 67k 104.66
Alphabet Inc Class C cs (GOOG) 10.9 $5.9M 7.8k 758.84
Monolithic Power Systems (MPWR) 8.7 $4.8M 75k 63.71
Activision Blizzard 7.9 $4.3M 112k 38.71
Kulicke and Soffa Industries (KLIC) 7.1 $3.9M 332k 11.67
Qualcomm (QCOM) 6.1 $3.3M 67k 49.98
Jd (JD) 5.3 $2.9M 89k 32.27
Intel Corporation (INTC) 5.2 $2.9M 83k 34.45
China Mobile 4.1 $2.2M 40k 56.32
King Digital Entertainment 3.9 $2.1M 119k 17.88
Alibaba Group Holding (BABA) 3.8 $2.1M 26k 81.26
Metropcs Communications (TMUS) 3.4 $1.8M 47k 39.11
Advanced Micro Devices (AMD) 2.6 $1.4M 488k 2.87
Lifelock 1.9 $1.0M 72k 14.35
Solaredge Technologies (SEDG) 0.5 $267k 9.5k 28.19
Pattern Energy 0.4 $230k 11k 20.91
Nrg Yield Inc Cl A New cs 0.3 $184k 13k 13.94
8point Energy Partners Lp ml 0.3 $184k 11k 16.10
Ja Solar Holdings Co Ltd spon adr rep5ord 0.3 $176k 18k 9.70