Cavalry Management Group as of June 30, 2017
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 25 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 10.4 | $26M | 187k | 140.90 | |
| Western Digital (WDC) | 8.9 | $23M | 254k | 88.60 | |
| Amazon (AMZN) | 8.2 | $21M | 21k | 968.04 | |
| Micron Technology (MU) | 6.7 | $17M | 567k | 29.86 | |
| Advanced Micro Devices (AMD) | 5.8 | $15M | 1.2M | 12.48 | |
| Broad | 5.6 | $14M | 61k | 233.06 | |
| Skyworks Solutions (SWKS) | 5.1 | $13M | 135k | 95.95 | |
| Viavi Solutions Inc equities (VIAV) | 5.1 | $13M | 1.2M | 10.53 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.6 | $12M | 35k | 336.85 | |
| Monolithic Power Systems (MPWR) | 4.5 | $11M | 118k | 96.41 | |
| Microchip Technology (MCHP) | 4.2 | $11M | 138k | 77.18 | |
| Momo | 4.0 | $10M | 270k | 36.96 | |
| Microsoft Corporation (MSFT) | 3.5 | $9.0M | 130k | 68.93 | |
| Inphi Corporation | 3.5 | $8.9M | 258k | 34.30 | |
| Apple (AAPL) | 3.4 | $8.6M | 60k | 144.02 | |
| Universal Display Corporation (OLED) | 2.9 | $7.4M | 67k | 109.25 | |
| Tesla Motors (TSLA) | 2.9 | $7.3M | 20k | 361.60 | |
| Texas Instruments Incorporated (TXN) | 2.4 | $6.1M | 79k | 76.94 | |
| Qualys (QLYS) | 2.4 | $6.0M | 147k | 40.80 | |
| Kulicke and Soffa Industries (KLIC) | 2.3 | $5.7M | 300k | 19.02 | |
| Power Integrations (POWI) | 1.8 | $4.5M | 62k | 72.89 | |
| Neophotonics Corp | 1.4 | $3.6M | 467k | 7.72 | |
| Nrg Yield Inc Cl A New cs | 0.1 | $179k | 11k | 17.03 | |
| Sunrun (RUN) | 0.1 | $127k | 18k | 7.10 | |
| Ballard Pwr Sys (BLDP) | 0.0 | $39k | 14k | 2.90 |
