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Cavalry Management Group, LLC Last Quarter Change: USA Stocks, Sold Out

Cavalry Management Group, LLC quarter change: USA Stocks, Sold out

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).

  • MXL: Country of operation United States; Class COM; Shares 2024-06-30 20,522; Shares 2024-09-30 0.
  • META: Country of operation United States; Class CL A; Shares 2024-06-30 660; Shares 2024-09-30 0.
  • F: Country of operation United States; Class COM; Shares 2024-06-30 18,936; Shares 2024-09-30 0.
  • DDOG: Country of operation United States; Class COM; Shares 2024-06-30 1,711; Shares 2024-09-30 0.

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
MXL
MAXLINEAR INC
United StatesCOM20,5220-20,522$413,313$0-$413,313
META
META PLATFORMS INC
United StatesCL A6600-660$332,785$0-$332,785
F
FORD MTR CO DEL
United StatesCOM18,9360-18,936$237,457$0-$237,457
DDOG
DATADOG INC
United StatesCOM1,7110-1,711$221,900$0-$221,900
MRVL
MARVELL TECHNOLOGY INC
United StatesCOM3,0870-3,087$215,782$0-$215,782
ADI
ANALOG DEVICES INC
United StatesCOM9170-917$209,315$0-$209,315
MU
MICRON TECHNOLOGY INC
United StatesCOM3690-369$48,534$0-$48,534

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