Position in RKLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,080
+$202,080 QoQ
Shares Held
1,988
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#850
of 1,116 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKLB Over Time
Shares Held
Position Value (USD)
Derivatives in RKLB
reported options exposure · as of Mar 31, 2026CallValue
$19,266,000
CallShares
300,000
PutValue
$1,605,500
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cavalier Investments, LLC holds $9,195,715 across 2 Aerospace & Defense names. RKLB ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
33,451 | $8,993,635 | |
| 2 | RKLB |
Rocket Lab Corp
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|
1,988 | $202,080 |
All Filings in RKLB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,080 | 1,988 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,605,500 | 25,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $19,266,000 | 300,000 | Call | Sole | 2026-05-15 | |
| 2025-06-30 | $5,378,162 | 150,354 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||