Cavalry Management Group, LLC
CIK
1484165
Location
SAN FRANCISCO, CA
Portfolio Value
Micro
$21,930,771
Diversification
Diversified
Filing Date
Global Rank
#6,628
/ 7,307
▲ 427
· as of Sep 2024
Top Industry
Semiconductors
29.3%
3Y Alpha vs SPY
+54.7%
Period ended 1 year ago
Filed Nov 14, 2024 · 1y
19 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+439.2%
SPY
+76.5%
Annualised alpha
+54.5%
Max drawdown
−25.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Top Position
12.2%
+0.6 pts
Top 5
48.9%
+3.2 pts
Top 10
81.9%
+5.4 pts
HHI
776
Diversified+80
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 65.5% | $14,359,848 |
| Communication Services | 18.5% | $4,056,339 |
| Real Estate | 6.7% | $1,477,016 |
| Consumer Cyclical | 6.2% | $1,354,246 |
| Healthcare | 1.8% | $392,173 |
| Industrials | 1.3% | $291,149 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ERIC | Ericsson Lm Telephone Co | +203,182 | 317,565 | $2,407,142 | |
| T | At&T Inc. | +96,246 | 121,827 | $2,680,194 | |
| LITE | Lumentum Holdings Inc. | +19,063 | 29,975 | $1,899,815 | |
| WDC | Western Digital Corp | +11,477 | 20,661 | $1,066,469 | |
| NVDA | Nvidia Corp | +9,141 | 13,673 | $1,660,449 | |
| TXN | Texas Instruments Inc | +7,055 | 9,406 | $1,942,997 | |
| AMZN | Amazon Com Inc | +6,235 | 7,268 | $1,354,246 | |
| AVGO | Broadcom Inc. | +5,799 | 5,919 | $1,021,027 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +5,753 | 10,383 | $1,803,215 | |
| SNOW | Snowflake Inc. | +3,199 | 6,380 | $732,806 | |
| META | Meta Platforms, Inc. | +1,744 | 2,404 | $1,376,145 | |
| EQIX | Equinix Inc | +1,401 | 1,664 | $1,477,016 | |
| TMO | Thermo Fisher Scientific Inc. | +141 | 634 | $392,173 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
6 positions
16 positions ·
$21,930,771 total
· as of Sep 30, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| T |
At&T Inc.
Communication Services
|
Added | 121,827 | $2,680,194 | 12.22% | |
| ERIC |
Ericsson Lm Telephone Co
Technology
|
Added | 317,565 | $2,407,142 | 10.98% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 9,406 | $1,942,997 | 8.86% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Added | 29,975 | $1,899,815 | 8.66% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 10,383 | $1,803,215 | 8.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 13,673 | $1,660,449 | 7.57% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 1,664 | $1,477,016 | 6.73% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,404 | $1,376,145 | 6.27% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 12,408 | $1,359,048 | 6.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,268 | $1,354,246 | 6.18% | |
| WDC |
Western Digital Corp
Technology
|
Added | 20,661 | $1,066,469 | 4.86% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,919 | $1,021,027 | 4.66% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 6,380 | $732,806 | 3.34% | |
| DOX |
Amdocs Ltd
Technology
|
NEW | 5,337 | $466,880 | 2.13% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 634 | $392,173 | 1.79% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 27,571 | $291,149 | 1.33% |