13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 30 holding rows worth $1,276,201,000.
- Accession
- 0001567619-21-003820
- Filer
- CIK 1484165
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 30 entries on the cover page, a total value of $1,276,201,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,276,201,000 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 | 1,606,415 | $120,770,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 271,845 | $96,611,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 467,373 | $84,679,000 | thousands by filing date | |
| RINGCENTRAL INC | 76680R206 | CL A | 211,974 | $80,332,000 | thousands by filing date | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 206,676 | $75,691,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 721,873 | $66,203,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 1,291,782 | $63,465,000 | thousands by filing date | |
| ZENDESK INC | 98936J101 | COM | 402,288 | $57,575,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 24,537 | $54,651,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 255,150 | $54,046,000 | thousands by filing date | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 418,900 | $52,149,000 | thousands by filing date | call |
| T-Mobile US,Inc. | 872590104 | COM | 381,417 | $51,434,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 274,723 | $40,585,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 795,032 | $40,547,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 280,492 | $38,739,000 | thousands by filing date | |
| ROKU INC COM CL A | 77543R102 | Stock | 110,972 | $36,845,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 166,980 | $29,300,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 8,767 | $28,554,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 117,525 | $27,352,000 | thousands by filing date | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 2,263,856 | $27,053,000 | thousands by filing date | |
| FIREEYE INC | 31816Q101 | COM | 1,013,027 | $23,360,000 | thousands by filing date | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 1,258,825 | $21,916,000 | thousands by filing date | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 473,056 | $20,469,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 121,922 | $20,011,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 88,728 | $19,735,000 | thousands by filing date | |
| CIENA CORP COM NEW | 171779309 | Stock | 353,235 | $18,668,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 135,661 | $13,354,000 | thousands by filing date | |
| EVENTBRITE INC | 29975E109 | COM CL A | 354,398 | $6,415,000 | thousands by filing date | |
| ZUORA INC | 98983V106 | COMMON STOCK | 401,891 | $5,598,000 | thousands by filing date | |
| PACIFIC ETHANOL INC PAR $.001 | 69423U305 | COM | 17,340 | $94,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567619-21-003820 | this filing | 2021-02-16 | acceptance time not in the bulk data set |