Cavalry Management Group as of June 30, 2018
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 13 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 21.2 | $50M | 508k | 98.61 | |
| Monolithic Power Systems (MPWR) | 18.0 | $43M | 318k | 133.67 | |
| salesforce (CRM) | 14.8 | $35M | 256k | 136.40 | |
| Alibaba Group Holding (BABA) | 9.0 | $21M | 115k | 185.53 | |
| 8.8 | $21M | 472k | 43.67 | ||
| Intel Corporation (INTC) | 6.1 | $14M | 288k | 49.71 | |
| Okta Inc cl a (OKTA) | 5.6 | $13M | 264k | 50.37 | |
| Lumentum Hldgs (LITE) | 5.3 | $13M | 217k | 57.90 | |
| Seagate Technology Com Stk | 4.2 | $9.9M | 176k | 56.47 | |
| Magnachip Semiconductor Corp (MX) | 3.7 | $8.8M | 859k | 10.25 | |
| Silicon Motion Technology (SIMO) | 3.1 | $7.4M | 139k | 52.89 | |
| Terraform Power Inc - A | 0.1 | $149k | 13k | 11.71 | |
| Renesola (SOL) | 0.0 | $38k | 15k | 2.53 |
