0000935836-23-000401.txt : 20230515 0000935836-23-000401.hdr.sgml : 20230515 20230515103946 ACCESSION NUMBER: 0000935836-23-000401 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cavalry Management Group, LLC CENTRAL INDEX KEY: 0001484165 IRS NUMBER: 753092973 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13913 FILM NUMBER: 23919493 BUSINESS ADDRESS: STREET 1: 101 MONTGOMERY STREET, SUITE 2550 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415-439-7000 MAIL ADDRESS: STREET 1: 101 MONTGOMERY STREET, SUITE 2550 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001484165 XXXXXXXX 03-31-2023 03-31-2023 false Cavalry Management Group, LLC

101 Montgomery Street, Suite 2550 San Francisco CA 94104

13F HOLDINGS REPORT 028-13913 000167937 801-108073 N G. Campbell Frank 415-439-7070 G. Campbell Frank San Francisco CA 05-10-2023 0 19 174104917 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 3018316 30796 SH SOLE 30796 0 0 ARISTA NETWORKS INC COM 040413106 14031417 83590 SH SOLE 83590 0 0 BOOKING HOLDINGS INC COM 09857L108 3299598 1244 SH SOLE 1244 0 0 BROADCOM INC COM 11135F101 14364081 22390 SH SOLE 22390 0 0 BROADWIND INC COM NEW 11161T207 40320 10500 SH SOLE 10500 0 0 EVGO INC CL A COM 30052F100 93480 12000 SH SOLE 12000 0 0 FIVE9 INC COM 338307101 6071275 83985 SH SOLE 83985 0 0 HASHICORP INC COM CL A 418100103 6790418 231834 SH SOLE 231834 0 0 META PLATFORMS INC CL A 30303M102 32165286 151766 SH SOLE 151766 0 0 MICROSOFT CORP COM 594918104 10736869 37242 SH SOLE 37242 0 0 NETFLIX INC COM 64110L106 10863274 31444 SH SOLE 31444 0 0 NEXTERA ENERGY INC COM 65339F101 307010 3983 SH SOLE 3983 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 370211 6094 SH SOLE 6094 0 0 NVIDIA CORPORATION COM 67066G104 9165577 32997 SH SOLE 32997 0 0 PALO ALTO NETWORKS INC COM 697435105 14534680 72768 SH SOLE 72768 0 0 ROBLOX CORP CL A 771049103 22864998 508337 SH SOLE 508337 0 0 SERVICENOW INC COM 81762P102 14780420 31805 SH SOLE 31805 0 0 TWILIO INC CL A 90138F102 6236035 93592 SH SOLE 93592 0 0 UBER TECHNOLOGIES INC COM 90353T100 4371652 137907 SH SOLE 137907 0 0