0000935836-23-000215.txt : 20230214 0000935836-23-000215.hdr.sgml : 20230214 20230214104215 ACCESSION NUMBER: 0000935836-23-000215 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23624247 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 12-31-2022 12-31-2022 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 02-09-2023 0 23 247963214 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 14375652 221948 SH SOLE 221948 0 0 ANALOG DEVICES INC COM 032654105 3988404 24316 SH SOLE 24316 0 0 APPLIED MATLS INC COM 038222105 16761198 172122 SH SOLE 172122 0 0 BOOKING HOLDINGS INC COM 09857L108 11499366 5706 SH SOLE 5706 0 0 BROADCOM INC COM 11135F101 40512531 72456 SH SOLE 72456 0 0 BROADWIND INC COM NEW 11161T207 61791 34520 SH SOLE 34520 0 0 CIENA CORP COM NEW 171779309 15199981 298165 SH SOLE 298165 0 0 CLEARWAY ENERGY INC CL C 18539C204 280137 8790 SH SOLE 8790 0 0 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 2468155 185406 SH SOLE 185406 0 0 DATADOG INC CL A COM 23804L103 8454939 115029 SH SOLE 115029 0 0 ELASTIC N V ORD SHS N14506104 5083281 98707 SH SOLE 98707 0 0 ERICSSON ADR B SEK 10 294821608 7300743 1250185 SH SOLE 1250185 0 0 EXPEDIA GROUP INC COM NEW 30212P303 2887159 32958 SH SOLE 32958 0 0 LYFT INC CL A COM 55087P104 9738746 883732 SH SOLE 883732 0 0 META PLATFORMS INC CL A 30303M102 34582060 287367 SH SOLE 287367 0 0 NETFLIX INC COM 64110L106 17682992 59968 SH SOLE 59968 0 0 OKTA INC CL A 679295105 23126936 338460 SH SOLE 338460 0 0 RAPID7 INC COM 753422104 3723733 109584 SH SOLE 109584 0 0 RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 136994 24908 SH SOLE 24908 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 334446 18570 SH SOLE 18570 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8466381 81305 SH SOLE 81305 0 0 UBER TECHNOLOGIES INC COM 90353T100 6550555 264864 SH SOLE 264864 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 14747034 374299 SH SOLE 374299 0 0