13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 19 holding rows worth $174,104,917.
- Accession
- 0000935836-23-000401
- Filer
- CIK 1484165
- Filed
- 2023-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 19 entries on the cover page, a total value of $174,104,917 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,104,917 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 |
|---|---|---|---|---|---|---|
| META PLATFORMS INC CL A | 30303M102 | COM | 151,766 | $32,165,286 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 508,337 | $22,864,998 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 31,805 | $14,780,420 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 72,768 | $14,534,680 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 22,390 | $14,364,081 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 83,590 | $14,031,417 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 31,444 | $10,863,274 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 37,242 | $10,736,869 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 32,997 | $9,165,577 | dollars as filed | |
| HASHICORP INC | 418100103 | COM CL A | 231,834 | $6,790,418 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 93,592 | $6,236,035 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 83,985 | $6,071,275 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 137,907 | $4,371,652 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,244 | $3,299,598 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 30,796 | $3,018,316 | dollars as filed | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 6,094 | $370,211 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,983 | $307,010 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 12,000 | $93,480 | dollars as filed | |
| BROADWIND INC | 11161T207 | CMN | 10,500 | $40,320 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-23-000401 | this filing | 2023-05-15 | acceptance time not in the bulk data set |