Cavalry Management Group, LLC

data from 30/09/2024

Capitalization

$ 22.275 M 207.64 %

Average holding period

2 ans

Performance

$ 386.019 M 1 659.54 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Cavalry Management Group, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/09/30 T AT&T INC 12.03% 2.680 M $ 121827 2024/03/31 77.254 K $ 15.80 %
2024/09/30 ERIC TELEFONAKTIEBOLAGET LM ERICS 10.81% 2.407 M $ 317565 2024/03/31 150.985 K $ 21.39 %
2024/09/30 TXN TEXAS INSTRS INC 8.72% 1.943 M $ 9406 2024/06/30 28.141 K $ 6.15 %
2024/09/30 LITE LUMENTUM HLDGS INC 8.53% 1.900 M $ 29975 2024/03/31 130.398 K $ 23.47 %
2024/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 8.10% 1.803 M $ 10383 2024/03/31 6.204 K $ 0.77 %
2024/09/30 NVDA NVIDIA CORPORATION 7.45% 1.660 M $ 13673 2024/03/31 -12.961 K $ -2.32 %
2024/09/30 EQIX EQUINIX INC 6.63% 1.477 M $ 1664 2024/06/30 33.650 K $ 16.91 %
2024/09/30 WDC WESTERN DIGITAL CORP. 6.33% 1.411 M $ 20661 2024/03/31 -74.298 K $ -10.68 %
2024/09/30 META META PLATFORMS INC 6.18% 1.376 M $ 2404 2024/03/31 44.721 K $ 13.44 %
2024/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 6.10% 1.359 M $ 12408 2024/09/30 0.000 $ 0.00 %
2024/09/30 AMZN AMAZON COM INC 6.08% 1.354 M $ 7268 2024/03/31 -11.228 K $ -5.62 %
2024/09/30 AVGO BROADCOM INC 4.58% 1.021 M $ 5919 2024/03/31 10.103 K $ 5.24 %
2024/09/30 SNOW SNOWFLAKE INC 3.29% 732.806 K $ 6380 2024/06/30 -88.781 K $ -20.66 %
2024/09/30 DOX AMDOCS LTD 2.10% 466.881 K $ 5337 2024/09/30 0.000 $ 0.00 %
2024/09/30 TMO THERMO FISHER SCIENTIFIC INC 1.76% 392.173 K $ 634 2024/03/31 37.887 K $ 13.90 %
2024/09/30 BE BLOOM ENERGY CORP 1.31% 291.150 K $ 27571 2024/09/30 0.000 $ 0.00 %
2024/09/30 MXL MAXLINEAR INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 F FORD MTR CO DEL 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 MU MICRON TECHNOLOGY INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 MRVL MARVELL TECHNOLOGY INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 ADI ANALOG DEVICES INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 DDOG DATADOG INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %