Cavalry Management Group

Cavalry Management as of Dec. 31, 2016

Portfolio Holdings for Cavalry Management

Cavalry Management holds 22 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.1 $15M 132k 115.82
Amazon (AMZN) 8.3 $13M 17k 749.85
Micron Technology (MU) 8.2 $12M 568k 21.92
Metropcs Communications (TMUS) 7.9 $12M 208k 57.51
Monolithic Power Systems (MPWR) 7.7 $12M 142k 81.93
Oclaro 7.5 $11M 1.3M 8.95
Western Digital (WDC) 6.1 $9.3M 137k 67.95
Linear Technology Corporation 6.1 $9.3M 149k 62.35
Cirrus Logic (CRUS) 6.1 $9.3M 164k 56.54
Advanced Micro Devices (AMD) 5.5 $8.3M 735k 11.34
Broad 5.0 $7.6M 43k 176.76
Trade Desk (TTD) 4.4 $6.7M 242k 27.67
Ubiquiti Networks 4.0 $6.1M 106k 57.80
Analog Devices (ADI) 3.9 $5.9M 81k 72.62
Microchip Technology (MCHP) 3.5 $5.4M 84k 64.15
Universal Display Corporation (OLED) 1.7 $2.5M 45k 56.29
Alibaba Group Holding (BABA) 1.4 $2.1M 24k 87.79
China Mobile 1.3 $2.0M 38k 52.43
NetEase (NTES) 0.9 $1.4M 6.4k 215.31
Nrg Yield Inc Cl A New cs 0.2 $348k 23k 15.36
Sunrun (RUN) 0.0 $60k 11k 5.31
Sunworks 0.0 $35k 17k 2.02