13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-15, with 31 holding rows worth $1,070,985,000.
- Accession
- 0001567619-22-016009
- Filer
- CIK 1484165
- Filed
- 2022-08-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 31 entries on the cover page, a total value of $1,070,985,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,070,985,000 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 |
|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | 697435105 | COM | 167,520 | $82,745,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,045,202 | $79,927,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 703,868 | $67,036,000 | thousands by filing date | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 159,401 | $61,216,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 82,823 | $55,775,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 31,018 | $54,250,000 | thousands by filing date | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 472,054 | $50,968,000 | thousands by filing date | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 1,779,605 | $48,850,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 860,800 | $47,585,000 | thousands by filing date | call |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 322,806 | $44,889,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 239,367 | $41,858,000 | thousands by filing date | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 5,005,874 | $37,043,000 | thousands by filing date | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 373,006 | $35,372,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 687,689 | $34,901,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 2,440,238 | $32,406,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 305,662 | $31,629,000 | thousands by filing date | |
| ROKU INC COM CL A | 77543R102 | Stock | 374,723 | $30,780,000 | thousands by filing date | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 705,483 | $30,710,000 | thousands by filing date | |
| CIENA CORP COM NEW | 171779309 | Stock | 656,570 | $30,005,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 1,348,843 | $27,598,000 | thousands by filing date | |
| FIVE9 INC | 338307101 | COM | 296,307 | $27,006,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 5,431,958 | $25,041,000 | thousands by filing date | |
| OKTAINCCLASSA | 679295105 | STOK | 259,888 | $23,494,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 180,162 | $22,076,000 | thousands by filing date | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 1,021,397 | $21,308,000 | thousands by filing date | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 242,255 | $16,393,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 93,475 | $7,641,000 | thousands by filing date | |
| ZUORA INC | 98983V106 | COMMON STOCK | 143,137 | $1,281,000 | thousands by filing date | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 9,273 | $688,000 | thousands by filing date | |
| VONTIER CORPORATION | 928881101 | COM | 12,920 | $297,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,801 | $217,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567619-22-016009 | this filing | 2022-08-15 | acceptance time not in the bulk data set |