Cavalry Management Group, LLC Portfolio Holdings by Sector

Cavalry Management Group, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM NVDA TXN MXL MRVL ADI AVGO MU 8 stocks	$2,897 40.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology ERIC LITE 2 stocks	$1,260 17.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$695 9.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW DDOG 2 stocks	$650 8.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$488 6.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$332 4.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$272 3.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$237 3.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$199 2.75% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$198 2.74% of portfolio	-	-	-	-	0 Calls 0 Puts

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