News + Filings Holdings
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Cavalry Management Group, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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MICROSOFT CORP
| MSFT | Common | 90,588 | 53,346 | 30,848,837,000 | 20,111,968,000 | 13.57 | 0.00 |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 63,116 | 31,672 | 27,801,966,000 | 16,938,692,000 | 12.23 | 0.01 |
Hist
| 06/30/2023 |
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Uber Technologies, Inc
| UBER | Common Stock | 524,128 | 386,221 | 22,626,605,000 | 18,254,953,000 | 9.95 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 65,542 | -86,224 | 18,809,243,000 | -13,356,043,000 | 8.27 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 44,181 | 11,184 | 18,689,446,000 | 9,523,869,000 | 8.22 | 0.00 |
Hist
| 06/30/2023 |
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Datadog, Inc.
| DDOG | Common | 187,771 | 187,771 | 18,472,911,000 | 18,472,911,000 | 8.13 | |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 112,704 | 81,908 | 12,838,113,000 | 9,819,797,000 | 5.65 | 0.01 |
Hist
| 06/30/2023 |
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Marvell Technology, Inc.
| MRVL | COMMON STOCK | 214,197 | 214,197 | 12,804,697,000 | 12,804,697,000 | 5.63 | 0.02 |
Hist
| 06/30/2023 |
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Arista Networks, Inc.
| ANET | Common | 75,686 | -7,904 | 12,265,673,000 | -1,765,744,000 | 5.40 | |
Hist
| 06/30/2023 |
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CIENA CORP
| CIEN | Common | 272,743 | 272,743 | 11,588,850,000 | 11,588,850,000 | 5.10 | 0.18 |
Hist
| 06/30/2023 |
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Roblox Corp
| RBLX | CL A | 239,378 | -268,959 | 9,646,933,000 | -13,218,065,000 | 4.24 | |
Hist
| 06/30/2023 |
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EQUINIX INC
| EQIX | COM PAR $0.001 | 11,999 | 11,999 | 9,406,496,000 | 9,406,496,000 | 4.14 | 0.01 |
Hist
| 06/30/2023 |
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Braze, Inc.
| BRZE | Common | 197,745 | 197,745 | 8,659,254,000 | 8,659,254,000 | 3.81 | |
Hist
| 06/30/2023 |
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Snowflake Inc.
| SNOW | Common | 37,700 | 37,700 | 6,634,446,000 | 6,634,446,000 | 2.92 | |
Hist
| 06/30/2023 |
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MICRON TECHNOLOGY INC
| MU | Common | 84,797 | 84,797 | 5,351,539,000 | 5,351,539,000 | 2.35 | 0.01 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY PARTNERS, LP
| NEP | Common | 9,353 | 3,259 | 548,460,000 | 178,249,000 | 0.24 | 0.01 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 4,600 | 617 | 341,320,000 | 34,310,000 | 0.15 | |
Hist
| 06/30/2023 |
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HashiCorp, Inc.
| HCP | Common | 0 | -231,834 | 0 | -6,790,418,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TWILIO INC
| TWLO | CL A | 0 | -93,592 | 0 | -6,236,035,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Five9, Inc.
| FIVN | COM | 0 | -83,985 | 0 | -6,071,275,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 0 | -72,768 | 0 | -14,534,680,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 0 | -31,805 | 0 | -14,780,420,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 0 | -22,390 | 0 | -14,364,081,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EVgo Inc.
| EVGO | COM | 0 | -12,000 | 0 | -93,480,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BROADWIND, INC.
| BWEN | COM NEW | 0 | -10,500 | 0 | -40,320,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Booking Holdings Inc.
| BKNG | COMMON STOCK | 0 | -1,244 | 0 | -3,299,598,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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