Cavalry Management Group as of Sept. 30, 2024
Portfolio Holdings for Cavalry Management Group
Cavalry Management Group holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| At&t (T) | 12.0 | $2.7M | 122k | 22.00 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 10.8 | $2.4M | 318k | 7.58 | |
| Texas Instruments Incorporated (TXN) | 8.7 | $1.9M | 9.4k | 206.57 | |
| Lumentum Hldgs (LITE) | 8.5 | $1.9M | 30k | 63.38 | |
| Taiwan Semiconductor Mfg (TSM) | 8.1 | $1.8M | 10k | 173.67 | |
| NVIDIA Corporation (NVDA) | 7.5 | $1.7M | 14k | 121.44 | |
| Equinix (EQIX) | 6.6 | $1.5M | 1.7k | 887.63 | |
| Western Digital (WDC) | 6.3 | $1.4M | 21k | 68.29 | |
| Facebook Inc cl a (META) | 6.2 | $1.4M | 2.4k | 572.44 | |
| Seagate Technology (STX) | 6.1 | $1.4M | 12k | 109.53 | |
| Amazon (AMZN) | 6.1 | $1.4M | 7.3k | 186.33 | |
| Broadcom (AVGO) | 4.6 | $1.0M | 5.9k | 172.50 | |
| Snowflake Inc Cl A (SNOW) | 3.3 | $733k | 6.4k | 114.86 | |
| Amdocs Ltd ord (DOX) | 2.1 | $467k | 5.3k | 87.48 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $392k | 634.00 | 618.57 | |
| Bloom Energy Corp (BE) | 1.3 | $291k | 28k | 10.56 |
