Cavalry Management Group as of June 30, 2024
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.1 | $805k | 4.6k | 173.81 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 9.7 | $706k | 114k | 6.17 | |
| Western Digital (WDC) | 9.6 | $696k | 9.2k | 75.77 | |
| NVIDIA Corporation (NVDA) | 7.7 | $560k | 4.5k | 123.54 | |
| Lumentum Hldgs (LITE) | 7.7 | $556k | 11k | 50.92 | |
| At&t (T) | 6.8 | $489k | 26k | 19.11 | |
| Texas Instrs Adr B Sek 10 (TXN) | 6.3 | $457k | 2.4k | 194.53 | |
| Snowflake Inc Cl A (SNOW) | 5.9 | $430k | 3.2k | 135.09 | |
| MaxLinear (MXL) | 5.7 | $413k | 21k | 20.14 | |
| Meta Platforms Cl A (META) | 4.6 | $333k | 660.00 | 504.22 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $273k | 493.00 | 553.00 | |
| Ford Motor Company (F) | 3.3 | $238k | 19k | 12.54 | |
| Datadog Inc Cl A (DDOG) | 3.1 | $222k | 1.7k | 129.69 | |
| Marvell Technology (MRVL) | 3.0 | $216k | 3.1k | 69.90 | |
| Analog Devices (ADI) | 2.9 | $209k | 917.00 | 228.26 | |
| Amazon (AMZN) | 2.8 | $200k | 1.0k | 193.25 | |
| Equinix (EQIX) | 2.7 | $199k | 263.00 | 756.60 | |
| Broadcom (AVGO) | 2.7 | $193k | 120.00 | 1605.53 | |
| Micron Technology (MU) | 0.7 | $49k | 369.00 | 131.53 |
