Cavalry Management Group, LLC
- SEC CIK
- 0001484165
- 最新申報
- 2024/11/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 37
- 較 2022 年第 2 季 +7
- 總值
- $7.95 億
- 較 2022 年第 2 季 −$2.28 億 (−22.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 302,805 | $7,129 萬 | 9.0% | +63,438+26.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 203,022 | $5,385 萬 | 6.8% | −45,447−18.3% | 減碼依 3 比 1 拆股換算 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 317,493 | $5,200 萬 | 6.5% | −185,067−36.8% | 減碼依 3 比 1 拆股換算 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 815,085 | $3,498 萬 | 4.4% | +109,602+15.5% | 加碼 | 歷史 |
| ETSYEtsy Inc | COM | 336,843 | $3,373 萬 | 4.2% | +336,843 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 297,638 | $3,363 萬 | 4.2% | +297,638 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 292,302 | $3,302 萬 | 4.2% | −13,360−4.4% | 減碼 | 歷史 |
| RBLXRoblox Corp | Stock | 847,524 | $3,038 萬 | 3.8% | +847,524 | 新進 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 1,080,214 | $2,950 萬 | 3.7% | −699,391−39.3% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 170,914 | $2,905 萬 | 3.7% | −151,892−47.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,060,417 | $2,810 萬 | 3.5% | −288,426−21.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 739,265 | $2,807 萬 | 3.5% | +51,576+7.5% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 1,871,575 | $2,465 萬 | 3.1% | −568,663−23.3% | 減碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 743,047 | $2,445 萬 | 3.1% | −278,350−27.3% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 221,436 | $2,414 萬 | 3.0% | +41,274+22.9% | 加碼 | 歷史 |
| ESTCElastic N.V. | ORD SHS | 319,052 | $2,289 萬 | 2.9% | +76,797+31.7% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 13,704 | $2,252 萬 | 2.8% | −17,314−55.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 345,510 | $2,189 萬 | 2.8% | −699,692−66.9% | 減碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 260,677 | $2,070 萬 | 2.6% | +260,677 | 新進 | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 3,538,322 | $2,031 萬 | 2.6% | −1,467,552−29.3% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 212,533 | $1,991 萬 | 2.5% | −160,473−43.0% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 223,450 | $1,984 萬 | 2.5% | −480,418−68.3% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 30,374 | $1,728 萬 | 2.2% | +30,374 | 新進 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 993,027 | $1,676 萬 | 2.1% | +993,027 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 276,557 | $1,573 萬 | 2.0% | +16,669+6.4% | 加碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 3,514,874 | $1,501 萬 | 1.9% | −1,917,084−35.3% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 518,558 | $1,153 萬 | 1.5% | +518,558 | 新進 | 歷史 |
| FIVNFive9, Inc. | COM | 150,474 | $1,128 萬 | 1.4% | −145,833−49.2% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 220,258 | $890.5 萬 | 1.1% | −436,312−66.5% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 138,668 | $710.3 萬 | 0.9% | +138,668 | 新進 | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 64,700 | $668.7 萬 | 0.8% | +64,700 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 373,962 | $411.4 萬 | 0.5% | +373,962 | 新進 | 歷史 |
| ZUOZuora Inc | COM CL A | 136,038 | $100.4 萬 | 0.1% | −7,099−5.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 2,801 | $22.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 1,591 | $21.0 萬 | <0.1% | +1,591 | 新進 | 歷史 |
| RNWReNew Energy Global plc | CL A SHS | 24,908 | $15.0 萬 | <0.1% | +24,908 | 新進 | 歷史 |
| BWENBroadwind, Inc. | COM NEW | 22,720 | $6.90 萬 | <0.1% | +22,720 | 新進 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MPWRMonolithic Power Systems, Inc. | COM | 159,401 | $6,122 萬 | 6.0% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 472,054 | $5,097 萬 | 5.0% | 歷史 |
| ROKURoku, Inc | COM CL A | 374,723 | $3,078 萬 | 3.0% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 93,475 | $764.1 萬 | 0.7% | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 9,273 | $68.8 萬 | 0.1% | 歷史 |
| VNTVontier Corp | Stock | 12,920 | $29.7 萬 | <0.1% | 歷史 |