13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-11-13, with 29 holding rows worth $922,547,000.
- Accession
- 0001567619-20-019427
- Filer
- CIK 1484165
- Filed
- 2020-11-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2020
A holdings report, 29 entries on the cover page, a total value of $922,547,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $922,547,000 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 |
|---|---|---|---|---|---|---|
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 587,419 | $85,434,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 1,778,500 | $83,518,000 | thousands by filing date | put |
| Micron Technology,Inc. | 595112103 | COM | 1,558,132 | $73,690,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 435,894 | $62,205,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 521,775 | $59,633,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 271,783 | $57,107,000 | thousands by filing date | |
| RINGCENTRAL INC | 76680R206 | CL A | 179,199 | $49,164,000 | thousands by filing date | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 4,174,669 | $45,459,000 | thousands by filing date | |
| ROKU INC COM CL A | 77543R102 | Stock | 238,576 | $45,029,000 | thousands by filing date | |
| SPLUNK INC | 848637104 | COM | 191,548 | $36,024,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 988,385 | $35,972,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 120,813 | $35,350,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 9,892 | $31,144,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 367,621 | $30,136,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 216,830 | $29,761,000 | thousands by filing date | |
| QORVO INC COM | 74736K101 | Stock | 229,787 | $29,672,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 256,791 | $26,044,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 89,770 | $23,510,000 | thousands by filing date | |
| CIENA CORP COM NEW | 171779309 | Stock | 443,111 | $17,598,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 144,586 | $16,732,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 541,749 | $14,907,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 3,352,500 | $13,108,000 | thousands by filing date | call |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 96,114 | $7,779,000 | thousands by filing date | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 59,156 | $7,713,000 | thousands by filing date | |
| HUAMI CORP | 44331K103 | SPONSORED ADS | 371,971 | $4,779,000 | thousands by filing date | |
| DAQO NEW ENERGY CORP. (ADR) | 23703Q203 | SPNSRD ADS NEW | 3,006 | $407,000 | thousands by filing date | |
| CANADIAN SOLAR INC | 136635109 | COM | 7,870 | $276,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 3,325 | $275,000 | thousands by filing date | |
| PACIFIC ETHANOL INC PAR $.001 | 69423U305 | COM | 16,510 | $121,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567619-20-019427 | this filing | 2020-11-13 | acceptance time not in the bulk data set |