0001567619-21-015616.txt : 20210816 0001567619-21-015616.hdr.sgml : 20210816 20210816100400 ACCESSION NUMBER: 0001567619-21-015616 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211175107 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 13F-HR LIVE false true false 0001484165 XXXXXXXX 06-30-2021 06-30-2021 Cavalry Management Group, LLC
101 MONTGOMERY STREET, SUITE 2550 SAN FRANCISCO CA 94104
13F HOLDINGS REPORT 028-13913 N
G Campbell Frank Chief Operating Officer 415-439-7070 G Campbell Frank San Francisco CA 08-10-2021 0 38 919943 false
INFORMATION TABLE 2 form13fInfoTable.xml ACTIVISION BLIZZARD INC COM 00507V109 16042 168084 SH SOLE 168084 0 0 ALPHABET INC CAP STK CL C 02079K107 667 266 SH SOLE 266 0 0 ALTO INGREDIENTS INC COM 021513106 3748 63424 SH SOLE 63424 0 0 AMDOCS LTD SHS G02602103 17866 230942 SH SOLE 230942 0 0 ASANA INC CL A 04342Y104 15832 255235 SH SOLE 255235 0 0 BOOKING HOLDINGS INC COM 09857L108 8997 4112 SH SOLE 4112 0 0 CIENA CORP COM NEW 171779309 20456 359568 SH SOLE 359568 0 0 CINEMARK HLDGS INC COM 17243V102 15310 697512 SH SOLE 697512 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 48977 194884 SH SOLE 194884 0 0 DYNATRACE INC COM NEW 268150109 20877 357363 SH SOLE 357363 0 0 ERICSSON ADR B SEK 10 294821608 32841 2610530 SH SOLE 2610530 0 0 EXPEDIA GROUP INC COM NEW 30212P303 10951 66890 SH SOLE 66890 0 0 FIVE9 INC COM 338307101 35038 191058 SH SOLE 191058 0 0 INTEL CORP COM 458140100 21772 387822 SH SOLE 387822 0 0 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 366 4100 SH Put SOLE 4100 0 0 LYFT INC CL A COM 55087P104 50067 827825 SH SOLE 827825 0 0 MARVELL TECHNOLOGY INC COM 573874104 68338 1171568 SH SOLE 1171568 0 0 MATCH GROUP INC NEW COM 57667L107 625 3875 SH SOLE 3875 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 45448 303510 SH SOLE 303510 0 0 MICRON TECHNOLOGY INC COM 595112103 48719 573300 SH Call SOLE 573300 0 0 MICROSOFT CORP COM 594918104 60241 222372 SH SOLE 222372 0 0 MONOLITHIC PWR SYS INC COM 609839105 56429 151102 SH SOLE 151102 0 0 NOKIA CORP SPONSORED ADR 654902204 22113 4156534 SH SOLE 4156534 0 0 NVIDIA CORPORATION COM 67066G104 17586 21980 SH SOLE 21980 0 0 PALO ALTO NETWORKS INC COM 697435105 42737 115180 SH SOLE 115180 0 0 POWER INTEGRATIONS INC COM 739276103 17656 215161 SH SOLE 215161 0 0 RINGCENTRAL INC CL A 76680R206 45994 158283 SH SOLE 158283 0 0 ROKU INC COM CL A 77543R102 65134 141827 SH SOLE 141827 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 7533 117523 SH SOLE 117523 0 0 SNOWFLAKE INC CL A 833445109 7467 30878 SH SOLE 30878 0 0 SUMO LOGIC INC COM 86646P103 5199 251802 SH SOLE 251802 0 0 SUNPOWER CORP COM 867652406 240 8220 SH SOLE 8220 0 0 TEXAS INSTRS INC COM 882508104 357 1857 SH SOLE 1857 0 0 TRIP COM GROUP LTD ADS 89677Q107 7252 204513 SH SOLE 204513 0 0 TWITTER INC COM 90184L102 44644 648795 SH SOLE 648795 0 0 VONTIER CORPORATION COM 928881101 265 8130 SH SOLE 8130 0 0 ZENDESK INC COM 98936J101 29313 203085 SH SOLE 203085 0 0 ZUORA INC COM CL A 98983V106 6846 396854 SH SOLE 396854 0 0