CMG

Cavalry Management Group Portfolio holdings

AUM $22.3M
1-Year Est. Return 65.95%
This Quarter Est. Return
1 Year Est. Return
+65.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.24M
AUM Growth
-$717M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$430K
3
+$413K
4
DDOG icon
Datadog
DDOG
+$222K
5
MRVL icon
Marvell Technology
MRVL
+$216K

Top Sells

1
+$158M
2
+$1.01M
3
+$977K
4
TMO icon
Thermo Fisher Scientific
TMO
+$950K
5
MU icon
Micron Technology
MU
+$881K

Sector Composition

1 Technology 76.1%
2 Communication Services 11.35%
3 Consumer Discretionary 6.04%
4 Healthcare 3.77%
5 Real Estate 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$1.56T
$805K 11.11%
4,630
-769
ERIC icon
2
Ericsson
ERIC
$31.6B
$706K 9.75%
114,383
+27,426
WDC icon
3
Western Digital
WDC
$43.2B
$696K 9.61%
12,150
-7,071
NVDA icon
4
NVIDIA
NVDA
$4.43T
$560K 7.73%
4,532
-588
LITE icon
5
Lumentum
LITE
$11.6B
$556K 7.67%
10,912
-7,984
T icon
6
AT&T
T
$187B
$489K 6.75%
25,581
-2,289
TXN icon
7
Texas Instruments
TXN
$160B
$457K 6.32%
+2,351
SNOW icon
8
Snowflake
SNOW
$81.3B
$430K 5.93%
+3,181
MXL icon
9
MaxLinear
MXL
$1.52B
$413K 5.71%
+20,522
META icon
10
Meta Platforms (Facebook)
META
$1.79T
$333K 4.6%
660
-1,104
TMO icon
11
Thermo Fisher Scientific
TMO
$203B
$273K 3.77%
493
-1,718
F icon
12
Ford
F
$46.7B
$237K 3.28%
18,936
+5,722
DDOG icon
13
Datadog
DDOG
$52.7B
$222K 3.06%
+1,711
MRVL icon
14
Marvell Technology
MRVL
$76.1B
$216K 2.98%
+3,087
ADI icon
15
Analog Devices
ADI
$119B
$209K 2.89%
+917
AMZN icon
16
Amazon
AMZN
$2.29T
$200K 2.76%
1,033
-376
EQIX icon
17
Equinix
EQIX
$79.5B
$199K 2.75%
+263
AVGO icon
18
Broadcom
AVGO
$1.67T
$193K 2.66%
1,200
-2,410
MU icon
19
Micron Technology
MU
$227B
$48.5K 0.67%
369
-6,695
DELL icon
20
Dell
DELL
$101B
– –
-4,915
FTCI icon
21
FTC Solar
FTCI
$140M
– –
-15,252
NEE icon
22
NextEra Energy
NEE
$175B
– –
-13,639
SLAB icon
23
Silicon Laboratories
SLAB
$4.52B
– –
-6,795
XIFR
24
XPLR Infrastructure LP
XIFR
$971M
– –
-33,599