Cavalry Management Group, LLC 13F Holdings

CIK 0001484165 · SAN FRANCISCO, CA

As of Sep 30, 2024, Cavalry Management Group, LLC reported 16 positions worth $22.3M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
AT&T INCTCommunication Services121,827$2.7M12.03%
ERICSSON LM TELEPHONE COERICTechnology317,565$2.4M10.81%
TEXAS INSTRUMENTS INCTXNTechnology9,406 .9M8.72%
LUMENTUM HOLDINGS INCLITETechnology29,975 .9M8.53%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology10,383 .8M8.10%
NVIDIA CORPNVDATechnology13,673 .7M7.45%
EQUINIX INCEQIXReal Estate1,664 .5M6.63%
WESTERN DIGITAL CORPWDCTechnology20,661 .4M6.33%
META PLATFORMS INCMETACommunication Services2,404 .4M6.18%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology12,408 .4M6.10%
AMAZON.COM INCAMZNEquity7,268 .4M6.08%
BROADCOM INCAVGOTechnology5,919 .0M4.58%
SNOWFLAKE INCSNOWTechnology6,380$732.8K3.29%
AMDOCS LTDDOXTechnology5,337$466.9K2.10%
THERMO FISHER SCIENTIFIC INCTMOHealthcare634$392.2K1.76%
BLOOM ENERGY CORPBEIndustrials27,571$291.2K1.31%