13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-14, with 27 holding rows worth $688,595,000.
- Accession
- 0001567619-20-003574
- Filer
- CIK 1484165
- Filed
- 2020-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 27 entries on the cover page, a total value of $688,595,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $688,595,000 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Micron Technology,Inc. | 595112103 | COM | 1,427,590 | $76,776,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 286,870 | $58,880,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 137,959 | $57,712,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 354,390 | $55,887,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 446,056 | $53,009,000 | thousands by filing date | |
| INPHI CORP | 45772F107 | COM | 564,909 | $41,815,000 | thousands by filing date | |
| RINGCENTRAL INC | 76680R206 | CL A | 230,247 | $38,836,000 | thousands by filing date | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 291,026 | $35,179,000 | thousands by filing date | |
| QORVO INC COM | 74736K101 | Stock | 285,423 | $33,175,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 152,839 | $32,417,000 | thousands by filing date | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 417,532 | $26,847,000 | thousands by filing date | |
| WESTERN DIGITAL CORP | 958102105 | COM | 414,901 | $26,334,000 | thousands by filing date | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 313,723 | $24,878,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 168,101 | $24,312,000 | thousands by filing date | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 2,528,274 | $22,198,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 248,575 | $19,493,000 | thousands by filing date | |
| COMMSCOPE HLDG CO INC | 20337X109 | COM | 1,243,223 | $17,641,000 | thousands by filing date | |
| CIENA CORP COM NEW | 171779309 | Stock | 413,176 | $17,638,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 216,388 | $8,175,000 | thousands by filing date | |
| SEAGATE TECHNOLOGY PLC | G7945M107 | SHS | 127,994 | $7,616,000 | thousands by filing date | |
| II VI INC | 902104108 | COM | 151,120 | $5,088,000 | thousands by filing date | |
| SUNRUN INC | 86771W105 | COM | 18,880 | $3,509,000 | thousands by filing date | |
| WATTS WATER TECHNOLOGIES INC CL A | 942749102 | Stock | 3,762 | $375,000 | thousands by filing date | |
| GENTHERM INC | 37253A103 | COM | 6,320 | $281,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9,402 | $246,000 | thousands by filing date | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 16,360 | $183,000 | thousands by filing date | |
| COSTAMARE INC | Y1771G102 | SHS | 10,020 | $95,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567619-20-003574 | this filing | 2020-02-14 | acceptance time not in the bulk data set |