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13F-HR filed by Cavalry Management Group, LLC

Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-02-14, with 21 holding rows worth $342,613,000.

Accession
0001140361-18-007895
Filed
2018-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2017

A holdings report, 21 entries on the cover page, a total value of $342,613,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $342,613,000 with VALUE read as thousands by filing date, 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 filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM539,073$46,112,000thousands by filing date
MICROCHIP TECHNOLOGY INC. COM595017104Stock494,745$43,478,000thousands by filing date
Texas Instruments Incorporated882508104COM336,161$35,109,000thousands by filing date
Netflix, Inc64110L106COM168,888$32,420,000thousands by filing date
MONOLITHIC PWR SYS INC COM609839105Stock210,757$23,681,000thousands by filing date
Amazon.com, Inc023135106COM19,335$22,612,000thousands by filing date
Qualcomm Incorporated747525103COM306,378$19,615,000thousands by filing date
QUALYS INC COM74758T303Stock310,826$18,448,000thousands by filing date
TIME WARNER INC887317303COM NEW171,339$15,672,000thousands by filing date
NVIDIA Corp67066G104COM78,084$15,110,000thousands by filing date
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS87,135$15,025,000thousands by filing date
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR195,604$10,359,000thousands by filing date
SONY GROUP CORP SPONSORED ADR835699307ADR226,005$10,159,000thousands by filing date
INTEGRATED DEVICE TECHNOLOGY INC458118106COMMON STOCK335,607$9,978,000thousands by filing date
OKTAINCCLASSA679295105STOK370,578$9,490,000thousands by filing date
KULICKE & SOFFA INDS INC501242101COM284,811$6,931,000thousands by filing date
HIMAX TECHNOLOGIES INC SPONSORED ADR43289P106ADR344,604$3,591,000thousands by filing date
NEOPHOTONICS CORP64051T100COM494,119$3,252,000thousands by filing date
BROADCOM LTDY09827109SHS5,130$1,318,000thousands by filing date
DAQO NEW ENERGY CORP. (ADR)23703Q203SPNSRD ADS NEW3,614$215,000thousands by filing date
ENPHASE ENERGY INC COM29355A107Stock15,883$38,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001140361-18-007895this filing2018-02-14acceptance time not in the bulk data set