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 |
