13F Filings History of Cavalry Management Group, LLC

Latest 13F report
Q3 2024 - 14 Nov 2024
Value $
$22,275,251
Signature - Title
G. Campbell Frank - Chief Operating Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Cavalry Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cavalry Management Group, LLC reported 16 stock holdings with total value $22,275,251 as of Q3 2024. Top holdings included T, ERIC, TXN, LITE, and TSM.

Notify me when Cavalry Management Group, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 16 $22,275,251 +$16,191,804 -$1,346,301 +$14,845,503 T, ERIC, TXN, LITE, TSM 13F-HR 14 Nov 2024, 12:35
Q2 2024 19 $7,240,782 +$2,387,328 -$5,323,471 -$2,936,143 TSM, ERIC, WDC, NVDA, LITE Restatement 27 Sep 2024, 10:55
Q1 2024 11 $7,905,713 $0 $0 $0 NEP, WDC, SLAB, LITE, NEE 13F-HR 15 May 2024, 10:35
Q4 2023 2 $2,016,780 +$1,214,942 $0 +$1,214,942 NEP, NEE 13F-HR 14 Feb 2024, 10:37
Q3 2023 17 $769,649 +$228,331 -$226,445,011 -$226,216,680 NEP, NEE 13F-HR 14 Nov 2023, 10:42
Q2 2023 26 $227,334,789 +$136,007,084 -$103,074,840 +$32,932,244 MSFT, NFLX, UBER, META, NVDA 13F-HR 14 Aug 2023, 11:58
Q1 2023 19 $174,104,917 +$105,982,390 -$105,399,724 +$582,666 META, RBLX, NOW, PANW, AVGO 13F-HR 15 May 2023, 10:39
Q4 2022 23 $247,963,214 +$108,405,040 -$206,180,535 -$97,775,495 AVGO, META, OKTA, NFLX, AMAT 13F-HR 14 Feb 2023, 09:42
Q3 2022 37 $794,949,000 +$271,337,493 -$246,425,484 +$24,912,009 NFLX, TSLA, PANW, MRVL, ETSY 13F-HR 14 Nov 2022, 11:39
Q2 2022 31 $1,070,985,000 +$360,470,351 -$49,578,824 +$310,891,527 PANW, AMD, DDOG, MPWR, TSLA 13F-HR 15 Aug 2022, 10:51
Q1 2022 31 $1,221,024,000 +$737,268,899 -$28,008,548 +$709,260,351 AMD, PANW, LYFT, MPWR, UBER 13F-HR 16 May 2022, 11:08
Q4 2021 36 $880,414,000 +$362,576,664 -$187,860,217 +$174,716,447 MU, QCOM, AMD, AVGO, LYFT 13F-HR 14 Feb 2022, 09:42
Q3 2021 44 $943,821,000 +$463,417,681 -$369,089,813 +$94,327,868 AMD, PANW, LYFT, MRVL, EXPE 13F-HR 15 Nov 2021, 11:00
Q2 2021 35 $867,110,000 +$271,585,475 -$501,931,568 -$230,346,093 MRVL, ROKU, MSFT, MPWR, LYFT 13F-HR 16 Aug 2021, 10:04
Q1 2021 37 $1,043,560,000 +$514,172,400 -$714,743,763 -$200,571,363 INTC, MSFT, MPWR, ERIC, FIVN 13F-HR 17 May 2021, 10:14
Q4 2020 30 $1,276,201,000 +$700,664,103 -$207,339,912 +$493,324,191 MU, PANW, DIS, RNG, MPWR 13F-HR 16 Feb 2021, 09:48
Q3 2020 29 $922,547,000 +$508,586,592 -$26,522,889 +$482,063,703 SWKS, MU, MU, TXN, TMUS 13F-HR 13 Nov 2020, 10:32
Q2 2020 32 $748,777,000 +$309,507,156 -$176,927,526 +$132,579,630 ADI, MSFT, MPWR, RNG, TMUS 13F-HR 14 Aug 2020, 10:38
Q1 2020 32 $907,006,000 +$536,113,922 -$12,941,870 +$523,172,052 SPY, MU, IPHI, RNG, MSFT 13F-HR 15 May 2020, 10:34
Q4 2019 26 $685,086,000 +$407,728,599 -$33,858,283 +$373,870,316 MU, META, TSLA, MSFT, ADI 13F-HR 14 Feb 2020, 09:28
Q3 2019 25 $426,262,000 +$66,969,532 -$116,645,280 -$49,675,748 AMD, NOK, MSFT, TXN, LITE 13F-HR 14 Nov 2019, 09:26
Q2 2019 24 $623,914,000 +$376,640,065 -$67,486,093 +$309,153,972 ADI, XLNX, AMD, META, COMM 13F-HR 14 Aug 2019, 10:32
Q1 2019 19 $339,942,000 +$149,501,924 -$39,725,546 +$109,776,378 MSFT, ERIC, CIEN, TMUS, BABA 13F-HR 15 May 2019, 10:37
Q4 2018 22 $429,331,000 +$261,540,128 -$34,604,315 +$226,935,813 ERIC, QCOM, CIEN, TXN, INTC 13F-HR 14 Feb 2019, 09:46
Q3 2018 17 $353,412,000 +$233,021,376 -$24,470,064 +$208,551,312 MSFT, QRVO, TXN, CRM, GOOG 13F-HR 14 Nov 2018, 09:41
Q2 2018 13 $235,805,000 +$82,938,979 -$43,840,728 +$39,098,251 MSFT, MPWR, CRM, BABA, TWTR 13F-HR 14 Aug 2018, 10:29
Q1 2018 21 $350,373,000 +$195,866,873 -$48,163,044 +$147,703,829 MSFT, MU, INTC, WDC, NTNX 13F-HR 14 May 2018, 12:52
Q4 2017 21 $342,613,000 +$113,749,988 -$33,655,218 +$80,094,770 MSFT, MCHP, TXN, NFLX, MPWR 13F-HR 14 Feb 2018, 12:08
Q3 2017 21 $396,029,000 +$214,296,772 -$28,657,855 +$185,638,917 MU, MSFT, TXN, MCHP, NFLX 13F-HR 14 Nov 2017, 11:05
Q2 2017 25 $252,241,000 +$89,489,809 -$35,173,490 +$54,316,319 BABA, WDC, AMZN, MU, AMD 13F-HR 14 Aug 2017, 12:05
Q1 2017 26 $245,332,000 +$108,562,667 -$7,290,322 +$101,272,345 AAPL, MU, ADI, AMZN, TMUS 13F-HR 15 May 2017, 12:56
Q4 2016 22 $151,398,000 +$75,086,625 -$18,911,308 +$56,175,317 AAPL, AMZN, MU, TMUS, MPWR 13F-HR 13 Feb 2017, 12:27
Q3 2016 23 $119,818,000 +$58,631,551 -$15,605,127 +$43,026,424 META, MU, WDC, AMD, TMUS 13F-HR 14 Nov 2016, 11:00
Q2 2016 19 $92,226,000 +$40,576,913 -$5,770,273 +$34,806,640 AVGOXXXX, MU, META, BIDU, LNKD 13F-HR 12 Aug 2016, 12:37
Q1 2016 19 $67,140,000 +$38,902,353 -$3,447,233 +$35,455,120 META, AVGOXXXX, YHOO, MPWR, KLIC Restatement 13 May 2016, 15:55
Q4 2015 20 $54,620,000 $0 NVDA, META, GOOG, MPWR, ATVI 13F-HR 12 Feb 2016, 11:12