13F-HR filed by Cavalry Management Group, LLC
Cavalry Management Group, LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-14, with 37 holding rows worth $794,949,000.
- Accession
- 0001567619-22-019855
- Filer
- CIK 1484165
- Filed
- 2022-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 37 entries on the cover page, a total value of $794,949,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $794,949,000 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 |
|---|---|---|---|---|---|---|
| Netflix, Inc | 64110L106 | COM | 302,805 | $71,292,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 203,022 | $53,852,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 317,493 | $52,002,000 | thousands by filing date | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 815,085 | $34,975,000 | thousands by filing date | |
| ETSY INC | 29786A106 | COM | 336,843 | $33,728,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 297,638 | $33,633,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 292,302 | $33,024,000 | thousands by filing date | |
| ROBLOX CORP CL A | 771049103 | Stock | 847,524 | $30,375,000 | thousands by filing date | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 1,080,214 | $29,500,000 | thousands by filing date | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 170,914 | $29,049,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 1,060,417 | $28,101,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 739,265 | $28,070,000 | thousands by filing date | |
| LYFT INC | 55087P104 | CL A COM | 1,871,575 | $24,649,000 | thousands by filing date | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 743,047 | $24,454,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 221,436 | $24,137,000 | thousands by filing date | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 319,052 | $22,889,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 13,704 | $22,519,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 345,510 | $21,892,000 | thousands by filing date | |
| QORVO INC COM | 74736K101 | Stock | 260,677 | $20,700,000 | thousands by filing date | |
| TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 294821608 | ADR | 3,538,322 | $20,310,000 | thousands by filing date | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 212,533 | $19,912,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 223,450 | $19,838,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 30,374 | $17,278,000 | thousands by filing date | |
| KANZHUN LIMITED | 48553T106 | SPONSORED ADS | 993,027 | $16,762,000 | thousands by filing date | |
| OKTAINCCLASSA | 679295105 | STOK | 276,557 | $15,728,000 | thousands by filing date | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 3,514,874 | $15,008,000 | thousands by filing date | |
| ASANA INC | 04342Y104 | CL A | 518,558 | $11,528,000 | thousands by filing date | |
| FIVE9 INC | 338307101 | COM | 150,474 | $11,282,000 | thousands by filing date | |
| CIENA CORP COM NEW | 171779309 | Stock | 220,258 | $8,905,000 | thousands by filing date | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 138,668 | $7,103,000 | thousands by filing date | |
| WOLFSPEED INC | 977852102 | COM | 64,700 | $6,687,000 | thousands by filing date | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 373,962 | $4,114,000 | thousands by filing date | |
| ZUORA INC | 98983V106 | COMMON STOCK | 136,038 | $1,004,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,801 | $220,000 | thousands by filing date | |
| FIRST SOLAR INC COM | 336433107 | Stock | 1,591 | $210,000 | thousands by filing date | |
| RENEW ENERGY GLOBAL PLC CL A SHS | G7500M104 | Stock | 24,908 | $150,000 | thousands by filing date | |
| BROADWIND INC | 11161T207 | CMN | 22,720 | $69,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001567619-22-019855 | this filing | 2022-11-14 | acceptance time not in the bulk data set |