Cavalry Management Group as of Dec. 31, 2022
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 23 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 16.3 | $41M | 73k | 559.13 | |
| Meta Platforms Cl A (META) | 13.9 | $35M | 287k | 120.34 | |
| Okta Cl A (OKTA) | 9.3 | $23M | 339k | 68.33 | |
| Netflix (NFLX) | 7.1 | $18M | 60k | 294.87 | |
| Applied Materials (AMAT) | 6.8 | $17M | 172k | 97.38 | |
| Ciena Corp Com New (CIEN) | 6.1 | $15M | 298k | 50.98 | |
| Verizon Communications (VZ) | 5.9 | $15M | 374k | 39.40 | |
| Advanced Micro Devices (AMD) | 5.8 | $14M | 222k | 64.77 | |
| Booking Holdings (BKNG) | 4.6 | $12M | 5.7k | 2015.31 | |
| Lyft Cl A Com (LYFT) | 3.9 | $9.7M | 884k | 11.02 | |
| Take-Two Interactive Software (TTWO) | 3.4 | $8.5M | 81k | 104.13 | |
| Datadog Cl A Com (DDOG) | 3.4 | $8.5M | 115k | 73.50 | |
| Ericsson Adr B Sek 10 (ERIC) | 2.9 | $7.3M | 1.3M | 5.84 | |
| Uber Technologies (UBER) | 2.6 | $6.6M | 265k | 24.73 | |
| Elastic N V Ord Shs (ESTC) | 2.1 | $5.1M | 99k | 51.50 | |
| Analog Devices (ADI) | 1.6 | $4.0M | 24k | 164.02 | |
| Rapid7 (RPD) | 1.5 | $3.7M | 110k | 33.98 | |
| Expedia Group Com New (EXPE) | 1.2 | $2.9M | 33k | 87.60 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.0 | $2.5M | 185k | 13.31 | |
| Sunnova Energy International (NOVA) | 0.1 | $334k | 19k | 18.01 | |
| Clearway Energy CL C (CWEN) | 0.1 | $280k | 8.8k | 31.87 | |
| Renew Energy Global Cl A Shs (RNW) | 0.1 | $137k | 25k | 5.50 | |
| Broadwind Com New (BWEN) | 0.0 | $62k | 35k | 1.79 |
