Cavalry Management Group as of March 31, 2019
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.3 | $42M | 354k | 117.94 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 10.9 | $37M | 4.0M | 9.18 | |
| Ciena Corporation (CIEN) | 9.7 | $33M | 881k | 37.34 | |
| Metropcs Communications (TMUS) | 9.3 | $32M | 460k | 69.10 | |
| Alibaba Group Holding (BABA) | 8.4 | $29M | 157k | 182.45 | |
| Advanced Micro Devices (AMD) | 8.2 | $28M | 1.1M | 25.52 | |
| Netflix (NFLX) | 7.6 | $26M | 73k | 356.56 | |
| Okta Inc cl a (OKTA) | 5.6 | $19M | 230k | 82.73 | |
| Electronic Arts (EA) | 5.5 | $19M | 184k | 101.63 | |
| Texas Instruments Incorporated (TXN) | 4.3 | $15M | 137k | 106.07 | |
| Analog Devices (ADI) | 4.2 | $14M | 136k | 105.26 | |
| Monolithic Power Systems (MPWR) | 4.2 | $14M | 104k | 135.49 | |
| NVIDIA Corporation (NVDA) | 3.7 | $13M | 70k | 179.56 | |
| Qorvo (QRVO) | 2.7 | $9.1M | 127k | 71.73 | |
| Inphi Corporation | 2.1 | $7.0M | 161k | 43.74 | |
| Zuora Inc ordinary shares (ZUO) | 1.2 | $4.2M | 208k | 20.03 | |
| Lyft (LYFT) | 0.1 | $329k | 4.2k | 78.28 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $144k | 16k | 9.24 | |
| Vivint Solar | 0.0 | $90k | 18k | 5.00 |
