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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
+22.87%
1 Year Est. Return
+65.95%
3 Year Est. Return
+59.61%
5 Year Est. Return
+425.68%
10 Year Est. Return
–
AUM
$227M
AUM Growth
+$53.2M
(+31%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
9.38%
Top 10 Holdings %
Top 10 Hldgs %
82.15%
Holding
26
New
7
Increased
7
Reduced
3
Closed
9
Top Buys
| 1 |
Microsoft
MSFT
|
+$16.7M |
| 2 |
Datadog
DDOG
|
+$15.7M |
| 3 |
Uber
UBER
|
+$14.4M |
| 4 |
Ciena
CIEN
|
+$12.4M |
| 5 |
Netflix
NFLX
|
+$11.7M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$21.3M |
| 2 |
ServiceNow
NOW
|
+$14.8M |
| 3 |
Palo Alto Networks
PANW
|
+$14.5M |
| 4 |
Broadcom
AVGO
|
+$14.4M |
| 5 |
Roblox
RBLX
|
+$10.8M |
Sector Composition
| 1 | Technology | 70.72% |
| 2 | Communication Services | 24.75% |
| 3 | Real Estate | 4.14% |
| 4 | Utilities | 0.39% |
| 5 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$2.98T
| $30.8M | 13.57% |
90,588
+53,346
| +143% | +$16.7M |
|
|
2
Netflix
NFLX
$313B
| $27.8M | 12.23% |
631,160
+316,720
| +101% | +$11.7M |
|
|
3
Uber
UBER
$151B
| $22.6M | 9.95% |
524,128
+386,221
| +280% | +$14.4M |
|
|
4
Meta Platforms (Facebook)
META
$1.69T
| $18.8M | 8.27% |
65,542
-86,224
| -57% | -$21.3M |
|
5
NVIDIA
NVDA
$5.02T
| $18.7M | 8.22% |
441,810
+111,840
| +34% | +$3.71M |
|
|
6
Datadog
DDOG
$93.4B
| $18.5M | 8.13% |
+187,771
| New | +$15.7M |
|
7
Advanced Micro Devices
AMD
$817B
| $12.8M | 5.65% |
112,704
+81,908
| +266% | +$8.52M |
|
8
Marvell Technology
MRVL
$169B
| $12.8M | 5.63% |
+214,197
| New | +$10.4M |
|
9
Arista Networks
ANET
$212B
| $12.3M | 5.4% |
302,744
-31,616
| -9% | -$1.22M |
|
|
10
Ciena
CIEN
$55B
| $11.6M | 5.1% |
+272,743
| New | +$12.4M |
|
|
11
Roblox
RBLX
$38.7B
| $9.65M | 4.24% |
239,378
-268,959
| -53% | -$10.8M |
|
12
Equinix
EQIX
$99.5B
| $9.41M | 4.14% |
+11,999
| New | +$8.78M |
|
13
Braze
BRZE
$2.95B
| $8.66M | 3.81% |
+197,745
| New | +$6.72M |
|
14
Snowflake
SNOW
$93.6B
| $6.63M | 2.92% |
+37,700
| New | +$6.13M |
|
15
Micron Technology
MU
$964B
| $5.35M | 2.35% |
+84,797
| New | +$5.45M |
|
|
XIFR
16
XPLR Infrastructure LP
XIFR
$1.15B
| $548K | 0.24% |
9,353
+3,259
| +53% | +$196K |
|
17
NextEra Energy
NEE
$186B
| $341K | 0.15% |
4,600
+617
| +15% | +$46.7K |
|
|
18
Broadcom
AVGO
$1.78T
| – | – |
-223,900
| Closed | -$14.4M |
|
19
Booking.com
BKNG
$143B
| – | – |
-31,100
| Closed | -$3.3M |
|
20
Broadwind
BWEN
$108M
| – | – |
-10,500
| Closed | -$40.3K |
|
21
EVgo
EVGO
$244M
| – | – |
-12,000
| Closed | -$93.5K |
|
22
FIVE9
FIVN
$1.93B
| – | – |
-83,985
| Closed | -$6.07M |
|
|
23
ServiceNow
NOW
$107B
| – | – |
-159,025
| Closed | -$14.8M |
|
|
24
Palo Alto Networks
PANW
$289B
| – | – |
-145,536
| Closed | -$14.5M |
|
25
Twilio
TWLO
$31.4B
| – | – |
-93,592
| Closed | -$6.24M |
|
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