13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-17, with 38 holding rows worth $1,077,918,000.
- Accession
- 0001567619-21-010323
- Filer
- CIK 1484165
- Filed
- 2021-05-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 38 entries on the cover page, a total value of $1,077,918,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,077,918,000 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 |
|---|---|---|---|---|---|---|
| Intel Corp | 458140100 | COM | 1,744,232 | $111,631,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 279,883 | $65,988,000 | thousands by filing date | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 176,851 | $62,466,000 | thousands by filing date | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 4,483,643 | $59,139,000 | thousands by filing date | |
| FIVE9 INC | 338307101 | COM | 365,514 | $57,141,000 | thousands by filing date | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 329,467 | $56,707,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 836,058 | $52,823,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 271,837 | $49,613,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 533,704 | $47,078,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 180,074 | $40,828,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 125,717 | $40,488,000 | thousands by filing date | |
| RINGCENTRAL INC | 76680R206 | CL A | 133,855 | $39,873,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 209,533 | $38,663,000 | thousands by filing date | |
| TWITTER INC | 90184L102 | COM | 567,291 | $36,097,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 318,220 | $34,358,000 | thousands by filing date | put |
| ServiceNow,Inc. | 81762P102 | COM | 60,128 | $30,071,000 | thousands by filing date | |
| CIENA CORP COM NEW | 171779309 | Stock | 547,243 | $29,945,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 319,194 | $29,685,000 | thousands by filing date | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 548,613 | $26,466,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,335 | $25,517,000 | thousands by filing date | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 408,192 | $24,242,000 | thousands by filing date | |
| WESTERN DIGITAL CORP | 958102105 | COM | 333,562 | $22,266,000 | thousands by filing date | |
| ZENDESK INC | 98936J101 | COM | 148,332 | $19,672,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 8,166 | $19,025,000 | thousands by filing date | |
| ROKU INC COM CL A | 77543R102 | Stock | 55,443 | $18,061,000 | thousands by filing date | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 814,152 | $16,617,000 | thousands by filing date | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 153,526 | $12,509,000 | thousands by filing date | |
| ZUORA INC | 98983V106 | COMMON STOCK | 424,034 | $6,276,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 7,381 | $1,395,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 7,312 | $1,135,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 3,875 | $532,000 | thousands by filing date | |
| DAQO NEW ENERGY CORP. (ADR) | 23703Q203 | SPNSRD ADS NEW | 4,200 | $317,000 | thousands by filing date | |
| RESIDEO TECHNOLOGIES INC COM | 76118Y104 | Stock | 9,310 | $263,000 | thousands by filing date | |
| VONTIER CORPORATION | 928881101 | COM | 8,130 | $246,000 | thousands by filing date | |
| AMERESCO INC | 02361E108 | CL A | 5,041 | $245,000 | thousands by filing date | |
| GENERAC HLDGS INC | 368736104 | COM | 680 | $223,000 | thousands by filing date | |
| TPI Composites Inc | 87266J104 | Common Stock | 3,784 | $214,000 | thousands by filing date | |
| ALTO INGREDIENTS INC | 021513106 | COMMON STOCK | 18,950 | $103,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567619-21-010323 | this filing | 2021-05-17 | acceptance time not in the bulk data set |