Cavalry Management Group as of Sept. 30, 2022
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 37 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 9.0 | $71M | 303k | 235.44 | |
| Tesla Motors (TSLA) | 6.8 | $54M | 203k | 265.25 | |
| Palo Alto Networks (PANW) | 6.5 | $52M | 318k | 163.79 | |
| Marvell Technology (MRVL) | 4.4 | $35M | 815k | 42.91 | |
| Etsy (ETSY) | 4.2 | $34M | 337k | 100.13 | |
| Amazon (AMZN) | 4.2 | $34M | 298k | 113.00 | |
| Qualcomm (QCOM) | 4.2 | $33M | 292k | 112.98 | |
| Roblox Corp Cl A (RBLX) | 3.8 | $30M | 848k | 35.84 | |
| Trip Com Group Ads (TCOM) | 3.7 | $30M | 1.1M | 27.31 | |
| Snowflake Cl A (SNOW) | 3.7 | $29M | 171k | 169.96 | |
| Uber Technologies (UBER) | 3.5 | $28M | 1.1M | 26.50 | |
| Verizon Communications (VZ) | 3.5 | $28M | 739k | 37.97 | |
| Lyft Cl A Com (LYFT) | 3.1 | $25M | 1.9M | 13.17 | |
| Rivian Automotive Com Cl A (RIVN) | 3.1 | $25M | 743k | 32.91 | |
| Take-Two Interactive Software (TTWO) | 3.0 | $24M | 221k | 109.00 | |
| Elastic N V Ord Shs (ESTC) | 2.9 | $23M | 319k | 71.74 | |
| Booking Holdings (BKNG) | 2.8 | $23M | 14k | 1643.24 | |
| Advanced Micro Devices (AMD) | 2.8 | $22M | 346k | 63.36 | |
| Qorvo (QRVO) | 2.6 | $21M | 261k | 79.41 | |
| Ericsson Adr B Sek 10 (ERIC) | 2.6 | $20M | 3.5M | 5.74 | |
| Expedia Group Com New (EXPE) | 2.5 | $20M | 213k | 93.69 | |
| Datadog Cl A Com (DDOG) | 2.5 | $20M | 224k | 88.78 | |
| Equinix (EQIX) | 2.2 | $17M | 30k | 568.84 | |
| Kanzhun Sponsored Ads (BZ) | 2.1 | $17M | 993k | 16.88 | |
| Okta Cl A (OKTA) | 2.0 | $16M | 277k | 56.87 | |
| Nokia Corp Sponsored Adr (NOK) | 1.9 | $15M | 3.5M | 4.27 | |
| Asana Cl A (ASAN) | 1.5 | $12M | 519k | 22.23 | |
| Five9 (FIVN) | 1.4 | $11M | 151k | 74.98 | |
| Ciena Corp Com New (CIEN) | 1.1 | $8.9M | 220k | 40.43 | |
| Gitlab Class A Com (GTLB) | 0.9 | $7.1M | 139k | 51.22 | |
| Wolfspeed (WOLF) | 0.8 | $6.7M | 65k | 103.35 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $4.1M | 374k | 11.00 | |
| Zuora Com Cl A (ZUO) | 0.1 | $1.0M | 136k | 7.38 | |
| Nextera Energy (NEE) | 0.0 | $220k | 2.8k | 78.54 | |
| First Solar (FSLR) | 0.0 | $210k | 1.6k | 131.99 | |
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $150k | 25k | 6.02 | |
| Broadwind Com New (BWEN) | 0.0 | $69k | 23k | 3.04 |
