Cavalry Management as of Sept. 30, 2011
Portfolio Holdings for Cavalry Management
Cavalry Management holds 41 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.8 | $141M | 368k | 381.32 | |
| Qualcomm (QCOM) | 11.2 | $123M | 2.5M | 48.63 | |
| Microsoft Corporation (MSFT) | 9.1 | $100M | 4.0M | 24.89 | |
| Netflix (NFLX) | 8.2 | $90M | 793k | 113.27 | |
| eBay (EBAY) | 7.1 | $78M | 2.7M | 29.49 | |
| SanDisk Corporation | 5.8 | $64M | 1.6M | 40.35 | |
| priceline.com Incorporated | 5.8 | $63M | 141k | 449.46 | |
| Universal Display Corporation (OLED) | 4.9 | $54M | 1.1M | 47.94 | |
| 3.5 | $39M | 75k | 515.04 | ||
| Juniper Networks (JNPR) | 3.4 | $37M | 2.2M | 17.26 | |
| Citrix Systems | 2.9 | $32M | 585k | 54.53 | |
| TTM Technologies (TTMI) | 2.7 | $30M | 3.1M | 9.51 | |
| Ancestry | 2.6 | $29M | 1.2M | 23.50 | |
| Electronic Arts (EA) | 2.3 | $25M | 1.2M | 20.45 | |
| Cognizant Technology Solutions (CTSH) | 2.1 | $23M | 371k | 62.70 | |
| RealD | 1.8 | $20M | 2.2M | 9.35 | |
| Baidu (BIDU) | 1.8 | $19M | 180k | 106.91 | |
| Amazon (AMZN) | 1.7 | $19M | 88k | 216.23 | |
| MercadoLibre (MELI) | 1.6 | $18M | 335k | 53.75 | |
| Cavium | 1.4 | $16M | 589k | 27.01 | |
| NetEase (NTES) | 1.4 | $15M | 393k | 38.16 | |
| Covanta Holding Corporation | 1.0 | $11M | 713k | 15.19 | |
| First Solar (FSLR) | 0.8 | $8.6M | 136k | 63.21 | |
| Pandora Media | 0.7 | $8.0M | 549k | 14.65 | |
| Ctrip.com International | 0.6 | $6.4M | 200k | 32.16 | |
| Servicesource | 0.6 | $6.0M | 455k | 13.21 | |
| Inphi Corporation | 0.5 | $5.1M | 585k | 8.77 | |
| Giant Interactive | 0.5 | $5.1M | 1.5M | 3.33 | |
| NetLogic Microsystems | 0.3 | $3.1M | 64k | 48.12 | |
| Linkedin Corp | 0.2 | $2.7M | 35k | 78.09 | |
| iSoftStone Holdings | 0.1 | $1.7M | 259k | 6.49 | |
| Rovi Corporation | 0.1 | $1.5M | 35k | 42.99 | |
| Yandex Nv-a (NBIS) | 0.1 | $1.4M | 67k | 20.46 | |
| Renren Inc- | 0.1 | $1.3M | 251k | 5.10 | |
| Ezchip Semiconductor Lt | 0.1 | $781k | 24k | 33.23 | |
| Corning Incorporated (GLW) | 0.0 | $408k | 33k | 12.36 | |
| Red Hat | 0.0 | $448k | 11k | 42.26 | |
| OpenTable | 0.0 | $387k | 8.4k | 45.98 | |
| VirnetX Holding Corporation | 0.0 | $165k | 11k | 15.00 | |
| AutoNavi Holdings | 0.0 | $68k | 5.0k | 13.60 | |
| Youku | 0.0 | $161k | 9.8k | 16.39 |
