Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAVALRY MANAGEMENT GROUP LLC 02-11-2021 12-31-2020 30 1,276,201,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICRON TECHNOLOGY INC COM 1 $120,770,000 1,606,415 9.46 17.04 -1,730,217 -51.86 12-31-2020
PALO ALTO NETWORKS INC COM 2 $96,611,000 271,845 7.57 271,845 +Inf 12-31-2020
SKYWORKS SOLUTIONS INC COM Liquidated $0 0 9.26 3.77 360,201 158.53 12-31-2020
DISNEY WALT CO COM 4 $84,679,000 467,373 6.64 467,373 +Inf 12-31-2020
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