13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 23 holding rows worth $247,963,214.
- Accession
- 0000935836-23-000215
- Filer
- CIK 1484165
- Filed
- 2023-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 23 entries on the cover page, a total value of $247,963,214 stated on the cover page (in dollars after the unit check, H1), rows summing to $247,963,214 with VALUE read as dollars as filed, 13F file number 028-13913. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Broadcom Inc. | 11135F101 | COM | 72,456 | $40,512,531 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 287,367 | $34,582,060 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 338,460 | $23,126,936 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 59,968 | $17,682,992 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 172,122 | $16,761,198 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 298,165 | $15,199,981 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 374,299 | $14,747,034 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 221,948 | $14,375,652 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 5,706 | $11,499,366 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 883,732 | $9,738,746 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 81,305 | $8,466,381 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 115,029 | $8,454,939 | dollars as filed | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 1,250,185 | $7,300,743 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 264,864 | $6,550,555 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 98,707 | $5,083,281 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 24,316 | $3,988,404 | dollars as filed | |
| RAPID7 INC COM | 753422104 | Stock | 109,584 | $3,723,733 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 32,958 | $2,887,159 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 185,406 | $2,468,155 | dollars as filed | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 18,570 | $334,446 | dollars as filed | |
| CLEARWAY ENERGY INC CL C | 18539C204 | Stock | 8,790 | $280,137 | dollars as filed | |
| RENEW ENERGY GLOBAL PLC CL A SHS | G7500M104 | Stock | 24,908 | $136,994 | dollars as filed | |
| BROADWIND INC | 11161T207 | CMN | 34,520 | $61,791 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-23-000215 | this filing | 2023-02-14 | acceptance time not in the bulk data set |