Cavalry Management Group as of June 30, 2023
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.6 | $31M | 91k | 340.54 | |
| Netflix (NFLX) | 12.2 | $28M | 63k | 440.49 | |
| Uber Technologies (UBER) | 10.0 | $23M | 524k | 43.17 | |
| Meta Platforms Cl A (META) | 8.3 | $19M | 66k | 286.98 | |
| NVIDIA Corporation (NVDA) | 8.2 | $19M | 44k | 423.02 | |
| Datadog Cl A Com (DDOG) | 8.1 | $19M | 188k | 98.38 | |
| Advanced Micro Devices (AMD) | 5.6 | $13M | 113k | 113.91 | |
| Marvell Technology (MRVL) | 5.6 | $13M | 214k | 59.78 | |
| Arista Networks (ANET) | 5.4 | $12M | 76k | 162.06 | |
| Ciena Corp Com New (CIEN) | 5.1 | $12M | 273k | 42.49 | |
| Roblox Corp Cl A (RBLX) | 4.2 | $9.6M | 239k | 40.30 | |
| Equinix (EQIX) | 4.1 | $9.4M | 12k | 783.94 | |
| Braze Com Cl A (BRZE) | 3.8 | $8.7M | 198k | 43.79 | |
| Snowflake Cl A (SNOW) | 2.9 | $6.6M | 38k | 175.98 | |
| Micron Technology (MU) | 2.4 | $5.4M | 85k | 63.11 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.2 | $549k | 9.4k | 58.64 | |
| Nextera Energy (NEE) | 0.2 | $341k | 4.6k | 74.20 |
