Cavalry Management Group

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
Google 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 (YNDX) 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