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Cavalry Management Group, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
MICROSOFT CORP MSFTCommon90,58853,34630,848,837,00020,111,968,00013.570.00 Hist 06/30/2023
NETFLIX INC NFLXCommon63,11631,67227,801,966,00016,938,692,00012.230.01 Hist 06/30/2023
Uber Technologies, Inc UBERCommon Stock524,128386,22122,626,605,00018,254,953,0009.95  Hist 06/30/2023
Meta Platforms, Inc. FBCommon65,542-86,22418,809,243,000-13,356,043,0008.27  Hist 06/30/2023
NVIDIA CORP NVDACommon44,18111,18418,689,446,0009,523,869,0008.220.00 Hist 06/30/2023
Datadog, Inc. DDOGCommon187,771187,77118,472,911,00018,472,911,0008.13  Hist 06/30/2023
ADVANCED MICRO DEVICES INC AMDCommon112,70481,90812,838,113,0009,819,797,0005.650.01 Hist 06/30/2023
Marvell Technology, Inc. MRVLCOMMON STOCK214,197214,19712,804,697,00012,804,697,0005.630.02 Hist 06/30/2023
Arista Networks, Inc. ANETCommon75,686-7,90412,265,673,000-1,765,744,0005.40  Hist 06/30/2023
CIENA CORP CIENCommon272,743272,74311,588,850,00011,588,850,0005.100.18 Hist 06/30/2023
Roblox Corp RBLXCL A239,378-268,9599,646,933,000-13,218,065,0004.24  Hist 06/30/2023
EQUINIX INC EQIXCOM PAR $0.00111,99911,9999,406,496,0009,406,496,0004.140.01 Hist 06/30/2023
Braze, Inc. BRZECommon197,745197,7458,659,254,0008,659,254,0003.81  Hist 06/30/2023
Snowflake Inc. SNOWCommon37,70037,7006,634,446,0006,634,446,0002.92  Hist 06/30/2023
MICRON TECHNOLOGY INC MUCommon84,79784,7975,351,539,0005,351,539,0002.350.01 Hist 06/30/2023
NEXTERA ENERGY PARTNERS, LP NEPCommon9,3533,259548,460,000178,249,0000.240.01 Hist 06/30/2023
NEXTERA ENERGY INC FPLcommon4,600617341,320,00034,310,0000.15  Hist 06/30/2023
HashiCorp, Inc. HCPCommon0-231,8340-6,790,418,0000.000.00 Hist 06/30/2023
TWILIO INC TWLOCL A0-93,5920-6,236,035,0000.000.00 Hist 06/30/2023
Five9, Inc. FIVNCOM0-83,9850-6,071,275,0000.000.00 Hist 06/30/2023
Palo Alto Networks Inc PANWCOM0-72,7680-14,534,680,0000.000.00 Hist 06/30/2023
ServiceNow, Inc. NOWCOM0-31,8050-14,780,420,0000.000.00 Hist 06/30/2023
Broadcom Ltd AVGOCOM0-22,3900-14,364,081,0000.000.00 Hist 06/30/2023
EVgo Inc. EVGOCOM0-12,0000-93,480,0000.000.00 Hist 06/30/2023
BROADWIND, INC. BWENCOM NEW0-10,5000-40,320,0000.000.00 Hist 06/30/2023
Booking Holdings Inc. BKNGCOMMON STOCK0-1,2440-3,299,598,0000.000.00 Hist 06/30/2023
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