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CMG
Cavalry Management Group Portfolio holdings
AUM
$22.3M
1-Year Est. Return
65.95%
This Fund
S&P 500
This Quarter
Est. Return
+6.2%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$624M
AUM Growth
+$284M
(+84%)
Cap. Flow
+$260M
Cap. Flow
% of AUM
41.66%
Top 10 Holdings %
Top 10 Hldgs %
59.94%
Holding
31
New
12
Increased
7
Reduced
5
Closed
7
Top Buys
| 1 |
VISN
Vistance Networks Inc
VISN
|
+$46.9M |
| 2 |
Meta Platforms (Facebook)
META
|
+$38.8M |
| 3 |
Nokia
NOK
|
+$35.1M |
| 4 |
Analog Devices
ADI
|
+$34.7M |
| 5 |
Walt Disney
DIS
|
+$27.1M |
Top Sells
| 1 |
Okta
OKTA
|
+$19M |
| 2 |
T-Mobile US
TMUS
|
+$17.5M |
| 3 |
Microsoft
MSFT
|
+$16.1M |
| 4 |
Ciena
CIEN
|
+$11.8M |
| 5 |
NVIDIA
NVDA
|
+$11.5M |
Sector Composition
| 1 | Technology | 53.81% |
| 2 | Communication Services | 22% |
| 3 | Consumer Discretionary | 2.57% |
| 4 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lyft
LYFT
$6.07B
| – | – |
-4,203
| Closed | -$329K |
|
|
27
NVIDIA
NVDA
$5.02T
| – | – |
-2,778,720
| Closed | -$11.5M |
|
|
28
Okta
OKTA
$25.7B
| – | – |
-230,055
| Closed | -$19M |
|
29
Qorvo
QRVO
$7.37B
| – | – |
-127,258
| Closed | -$9.13M |
|
|
ZUO
30
DELISTED
Zuora, Inc.
ZUO
| – | – |
-207,520
| Closed | -$4.16M |
|
|
VSLR
31
DELISTED
VIVINT SOLAR, INC.
VSLR
| – | – |
-18,012
| Closed | -$90K |
|
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