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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
+24.54%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$689M
AUM Growth
+$262M
(+62%)
Cap. Flow
+$180M
Cap. Flow
% of AUM
26.09%
Top 10 Holdings %
Top 10 Hldgs %
70.24%
Holding
35
New
10
Increased
12
Reduced
5
Closed
8
Top Buys
| 1 |
Micron Technology
MU
|
+$62.1M |
| 2 |
Tesla
TSLA
|
+$44.9M |
| 3 |
Analog Devices
ADI
|
+$39.3M |
| 4 |
Meta Platforms (Facebook)
META
|
+$34.6M |
| 5 |
RingCentral
RNG
|
+$29M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$38M |
| 2 |
Nokia
NOK
|
+$33.5M |
| 3 |
Texas Instruments
TXN
|
+$27.2M |
| 4 |
Salesforce
CRM
|
+$20.3M |
| 5 |
Monolithic Power Systems
MPWR
|
+$17.6M |
Sector Composition
| 1 | Technology | 65.82% |
| 2 | Communication Services | 14.91% |
| 3 | Consumer Discretionary | 13.13% |
| 4 | Industrials | 0.07% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Micron Technology
MU
$964B
| $76.8M | 11.15% |
1,427,590
+1,299,394
| +1,014% | +$62.1M |
|
|
2
Meta Platforms (Facebook)
META
$1.69T
| $58.9M | 8.55% |
286,870
+178,687
| +165% | +$34.6M |
|
|
3
Tesla
TSLA
$1.47T
| $57.7M | 8.38% |
+2,069,385
| New | +$44.9M |
|
4
Microsoft
MSFT
$2.98T
| $55.9M | 8.12% |
354,390
+127,933
| +56% | +$18.8M |
|
|
5
Analog Devices
ADI
$185B
| $53M | 7.7% |
446,056
+348,292
| +356% | +$39.3M |
|
|
IPHI
6
DELISTED
INPHI CORPORATION
IPHI
| $41.8M | 6.07% |
564,909
+196,832
| +53% | +$13.5M |
|
|
7
RingCentral
RNG
$3.5B
| $38.8M | 5.64% |
230,247
+176,087
| +325% | +$29M |
|
8
Skyworks Solutions
SWKS
$8.67B
| $35.2M | 5.11% |
+291,026
| New | +$28.6M |
|
9
Qorvo
QRVO
$7.37B
| $33.2M | 4.82% |
+285,423
| New | +$27.6M |
|
10
Alibaba
BABA
$282B
| $32.4M | 4.71% |
152,839
+17,508
| +13% | +$3.29M |
|
11
Elastic
ESTC
$6.46B
| $26.8M | 3.9% |
417,532
+158,684
| +61% | +$11.6M |
|
12
Western Digital
WDC
$161B
| $26.3M | 3.82% |
+548,914
| New | +$22.9M |
|
13
Lumentum
LITE
$54.9B
| $24.9M | 3.61% |
313,723
-190,283
| -38% | -$12.5M |
|
14
Walt Disney
DIS
$173B
| $24.3M | 3.53% |
168,101
+60,905
| +57% | +$8.5M |
|
15
Ericsson
ERIC
$32.7B
| $22.2M | 3.22% |
2,528,274
+223,477
| +10% | +$1.98M |
|
16
T-Mobile US
TMUS
$209B
| $19.5M | 2.83% |
248,575
+29,058
| +13% | +$2.29M |
|
|
VISN
17
Vistance Networks Inc
VISN
$2.72B
| $17.6M | 2.56% |
1,243,223
-536,891
| -30% | -$6.96M |
|
18
Ciena
CIEN
$55B
| $17.6M | 2.56% |
413,176
-164,666
| -28% | -$6.27M |
|
19
Datadog
DDOG
$93.4B
| $8.18M | 1.19% |
216,388
+196,388
| +982% | +$7.06M |
|
20
Seagate
STX
$169B
| $7.62M | 1.11% |
+127,994
| New | +$7.35M |
|
21
Coherent
COHR
$54.2B
| $5.09M | 0.74% |
151,120
-114,023
| -43% | -$3.63M |
|
22
Sunrun
RUN
$2.9B
| $3.51M | 0.51% |
+18,880
| New | +$281K |
|
23
Watts Water Technologies
WTS
$11.8B
| $375K | 0.05% |
+3,762
| New | +$357K |
|
24
Gentherm
THRM
$1.14B
| $281K | 0.04% |
+6,320
| New | +$269K |
|
25
Enphase Energy
ENPH
$5.41B
| $246K | 0.04% |
9,402
-10,788
| -53% | -$246K |
|
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