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Cavalry Management Group, LLC Last Quarter Change: USA Stocks, Added

Cavalry Management Group, LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Cavalry Management Group, LLC opened 4 positions, added to 9, reduced 0, sold out of 7 and left 0 unchanged. The largest increase in value was T (+$2,191,341); the largest decrease was MXL (-$413,313).

  • T: Country of operation United States; Class COM; Shares 2024-06-30 25,581; Shares 2024-09-30 121,827.
  • LITE: Country of operation United States; Class COM; Shares 2024-06-30 10,912; Shares 2024-09-30 29,975.
  • EQIX: Country of operation United States; Class COM; Shares 2024-06-30 263; Shares 2024-09-30 1,664.
  • AMZN: Country of operation United States; Class COM; Shares 2024-06-30 1,033; Shares 2024-09-30 7,268.

Two Form 13F-HR filings compared (SEC CIK 1484165): 2024-06-30 (filed 2024-09-27) and 2024-09-30 (filed 2024-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2024-06-30Shares 2024-09-30Share changeValue 2024-06-30Value 2024-09-30Value change
T
AT&T INC
United StatesCOM25,581121,827+96,246$488,853$2,680,194+$2,191,341
LITE
LUMENTUM HLDGS INC
United StatesCOM10,91229,975+19,063$555,639$1,899,815+$1,344,176
EQIX
EQUINIX INC
United StatesCOM2631,664+1,401$198,985$1,477,016+$1,278,031
AMZN
AMAZON COM INC
United StatesCOM1,0337,268+6,235$199,627$1,354,247+$1,154,620
NVDA
NVIDIA CORPORATION
United StatesCOM4,53213,673+9,141$559,884$1,660,449+$1,100,565
AVGO
BROADCOM INC
United StatesCOM1205,919+5,799$192,664$1,021,028+$828,364
WDC
WESTERN DIGITAL CORP.
United StatesCOM9,18420,661+11,477$695,871$1,410,940+$715,069
SNOW
SNOWFLAKE INC
United StatesCOM3,1816,380+3,199$429,721$732,806+$303,085
TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM493634+141$272,629$392,173+$119,544

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