StockDriftsStockDriftsTop 16 Cavalry Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | 12.03% | 121.8K | $2.7M | +376.24%(+96.25K) | — | 2024-09-30 | |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 10.81% | 317.6K | $2.4M | +177.63%(+203.18K) | — | 2024-09-30 | |
| TXN | TEXAS INSTRS INC | 8.72% | 9.4K | $1.9M | +300.09%(+7.05K) | — | 2024-09-30 | |
| LITE | LUMENTUM HLDGS INC | 8.53% | 30.0K | $1.9M | +174.70%(+19.06K) | — | 2024-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.1% | 10.4K | $1.8M | +124.25%(+5.75K) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 7.45% | 13.7K | $1.7M | +201.70%(+9.14K) | — | 2024-09-30 | |
| EQIX | EQUINIX INC | 6.63% | 1.7K | $1.5M | +532.70%(+1.40K) | — | 2024-09-30 | |
| WDC | WESTERN DIGITAL CORP. | 6.33% | 20.7K | $1.4M | +124.97%(+11.48K) | — | 2024-09-30 | |
| META | META PLATFORMS INC | 6.18% | 2.4K | $1.4M | +264.24%(+1.74K) | — | 2024-09-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 6.1% | 12.4K | $1.4M | new | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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