Cavalry Management as of Sept. 30, 2016
Portfolio Holdings for Cavalry Management
Cavalry Management holds 23 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 11.6 | $14M | 108k | 128.27 | |
| Micron Technology (MU) | 11.4 | $14M | 768k | 17.78 | |
| Western Digital (WDC) | 8.1 | $9.7M | 166k | 58.47 | |
| Advanced Micro Devices (AMD) | 6.6 | $7.9M | 1.1M | 6.91 | |
| Metropcs Communications (TMUS) | 6.1 | $7.3M | 157k | 46.72 | |
| Broad | 6.0 | $7.1M | 41k | 172.52 | |
| Linear Technology Corporation | 5.6 | $6.7M | 114k | 59.29 | |
| Alibaba Group Holding (BABA) | 5.6 | $6.7M | 63k | 105.79 | |
| REPCOM cla | 5.1 | $6.1M | 114k | 53.28 | |
| Cirrus Logic (CRUS) | 4.4 | $5.3M | 99k | 53.15 | |
| Universal Display Corporation (OLED) | 4.1 | $4.9M | 89k | 55.51 | |
| China Mobile | 3.9 | $4.6M | 75k | 61.53 | |
| Monolithic Power Systems (MPWR) | 3.7 | $4.5M | 55k | 80.50 | |
| Seagate Technology Com Stk | 3.6 | $4.4M | 114k | 38.55 | |
| Linkedin Corp | 3.1 | $3.7M | 19k | 191.12 | |
| GameStop (GME) | 3.0 | $3.6M | 132k | 27.59 | |
| Oclaro | 2.3 | $2.8M | 323k | 8.55 | |
| Apple (AAPL) | 2.3 | $2.8M | 24k | 113.03 | |
| Applied Micro Circuits Corporation | 2.0 | $2.4M | 351k | 6.95 | |
| Inphi Corporation | 1.1 | $1.3M | 31k | 43.50 | |
| Nrg Yield Inc Cl A New cs | 0.3 | $410k | 25k | 16.31 | |
| Sunrun (RUN) | 0.1 | $71k | 11k | 6.27 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $39k | 33k | 1.17 |
