Cavalry Management Group

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