Cavalry Management as of March 31, 2016
Portfolio Holdings for Cavalry Management
Cavalry Management holds 19 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 13.1 | $8.8M | 77k | 114.10 | |
| Broad | 11.3 | $7.6M | 49k | 154.51 | |
| Yahoo! | 9.4 | $6.3M | 171k | 36.81 | |
| Monolithic Power Systems (MPWR) | 9.1 | $6.1M | 96k | 63.64 | |
| Kulicke and Soffa Industries (KLIC) | 8.6 | $5.8M | 509k | 11.32 | |
| Cirrus Logic (CRUS) | 6.8 | $4.6M | 126k | 36.41 | |
| Silicon Motion Technology (SIMO) | 6.2 | $4.1M | 107k | 38.81 | |
| Metropcs Communications (TMUS) | 6.1 | $4.1M | 108k | 38.30 | |
| Alphabet Inc Class C cs (GOOG) | 5.3 | $3.5M | 4.8k | 745.01 | |
| Activision Blizzard | 4.7 | $3.1M | 93k | 33.84 | |
| Maxim Integrated Products | 4.5 | $3.0M | 82k | 36.78 | |
| China Mobile | 4.3 | $2.9M | 52k | 55.44 | |
| Applied Micro Circuits Corporation | 4.1 | $2.7M | 425k | 6.46 | |
| Himax Technologies (HIMX) | 3.9 | $2.6M | 234k | 11.24 | |
| Advanced Micro Devices (AMD) | 1.3 | $885k | 310k | 2.85 | |
| Nrg Yield Inc Cl A New cs | 0.6 | $373k | 28k | 13.57 | |
| Daqo New Energy Corp- (DQ) | 0.3 | $212k | 11k | 18.60 | |
| Pattern Energy | 0.3 | $210k | 11k | 19.09 | |
| Ja Solar Holdings Co Ltd spon adr rep5ord | 0.2 | $140k | 16k | 8.60 |
