Cavalry Management Group as of Sept. 30, 2018
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 17 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.3 | $58M | 505k | 114.37 | |
| Qorvo (QRVO) | 12.2 | $43M | 562k | 76.89 | |
| Texas Instruments Incorporated (TXN) | 10.6 | $37M | 349k | 107.29 | |
| salesforce (CRM) | 7.9 | $28M | 177k | 159.03 | |
| Alphabet Inc Class C cs (GOOG) | 7.5 | $27M | 22k | 1193.50 | |
| Take-Two Interactive Software (TTWO) | 7.0 | $25M | 180k | 137.99 | |
| Metropcs Communications (TMUS) | 6.9 | $24M | 346k | 70.18 | |
| Ciena Corporation (CIEN) | 6.5 | $23M | 732k | 31.24 | |
| Advanced Micro Devices (AMD) | 5.3 | $19M | 611k | 30.89 | |
| Activision Blizzard | 5.1 | $18M | 218k | 83.19 | |
| Alibaba Group Holding (BABA) | 5.1 | $18M | 110k | 164.76 | |
| Qualcomm (QCOM) | 4.7 | $17M | 232k | 72.03 | |
| Okta Inc cl a (OKTA) | 3.2 | $11M | 162k | 70.36 | |
| Magnachip Semiconductor Corp (MX) | 1.4 | $5.0M | 501k | 9.90 | |
| Terraform Power Inc - A | 0.1 | $216k | 19k | 11.52 | |
| Vivint Solar | 0.0 | $84k | 16k | 5.20 | |
| Sunworks | 0.0 | $15k | 31k | 0.48 |
