Cavalry Management Group

Cavalry Management Group as of March 31, 2018

Portfolio Holdings for Cavalry Management Group

Cavalry Management Group holds 21 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 12.1 $42M 463k 91.27
Micron Technology (MU) 9.6 $34M 642k 52.14
Intel Corporation (INTC) 9.4 $33M 634k 52.08
Western Digital (WDC) 8.8 $31M 333k 92.27
Nutanix Inc cl a (NTNX) 7.7 $27M 548k 49.11
Integrated Device Technology 7.6 $27M 870k 30.56
Twitter 6.3 $22M 756k 29.01
Alibaba Group Holding (BABA) 6.2 $22M 118k 183.55
Monolithic Power Systems (MPWR) 5.9 $21M 178k 115.77
Texas Instruments Incorporated (TXN) 5.4 $19M 183k 103.89
Okta Inc cl a (OKTA) 4.8 $17M 421k 39.85
Time Warner 4.8 $17M 176k 94.58
Seagate Technology Com Stk 4.6 $16M 276k 58.52
Neophotonics Corp 2.4 $8.4M 1.2M 6.85
Sony Corporation (SONY) 1.7 $6.1M 126k 48.34
Qualys (QLYS) 1.7 $6.0M 82k 72.75
Magnachip Semiconductor Corp (MX) 1.1 $3.7M 389k 9.60
First Solar (FSLR) 0.1 $206k 2.9k 70.99
Pacific Ethanol 0.0 $55k 18k 3.01
Vivint Solar 0.0 $46k 13k 3.66
Renesola (SOL) 0.0 $42k 17k 2.53