EdgeMarket › What Cavalier Investments, Llc reported owning
What Cavalier Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.7BPositions
112Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPY SPDR S&P 500 ETF TRUST | 96.0M | 2.6% | 147.7K | 765.72 | +20.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 59.5M | 1.6% | 103.1K | 713.44 | +26.1% |
| USO United States Oil Fund, LP | 15.5M | 0.4% | 121.8K | 134.64 | +83.1% |
| KLAC KLA CORP | 14.3M | 0.4% | 9.7K | 183.99 | +109.5% |
| SMH VanEck Semiconductor ETF | 11.7M | 0.3% | 30.6K | 560.42 | +93.9% |
| TLT iShares 20 Year Treasury Bond ETF | 11.3M | 0.3% | 129.9K | 82.05 | -5.5% |
| GLD SPDR GOLD TRUST | 10.8M | 0.3% | 25.1K | 423.36 | +37.3% |
| XLC State Street Communication Services Select Sec | 10.6M | 0.3% | 95.6K | 111.40 | +1.4% |
| LRCX LAM RESEARCH CORP | 9.2M | 0.2% | 42.9K | 314.00 | +216.7% |
| IGLD FT Vest Gold Strategy Target Income ETF | 8.3M | 0.2% | 323.7K | 22.58 | +3.8% |
| HWM Howmet Aerospace Inc. | 8.1M | 0.2% | 35.0K | 271.68 | +58.0% |
| VTV Vanguard Morningstar Value ETF | 7.9M | 0.2% | 40.2K | 226.40 | +24.6% |
| RTX RTX Corp | 7.8M | 0.2% | 40.6K | 209.91 | +34.1% |
| NVDA NVIDIA CORP | 7.6M | 0.2% | 43.4K | 214.72 | +22.4% |
| WDC WESTERN DIGITAL CORP | 6.1M | 0.2% | 22.6K | 459.44 | +507.4% |
| IAK iShares U.S. Insurance ETF | 5.9M | 0.2% | 46.0K | 144.01 | +7.7% |
| XLB State Street Materials Select Sector SPDR ETF | 5.8M | 0.2% | 115.6K | 53.54 | +18.8% |
| VGK Vanguard FTSE Europe ETF | 5.4M | 0.1% | 65.1K | 92.72 | +16.8% |
| SLV iShares Silver Trust | 5.3M | 0.1% | 78.3K | 62.72 | +82.2% |
| PJP Invesco Pharmaceuticals ETF | 4.8M | 0.1% | 46.0K | 130.03 | +43.9% |
| EWO iShares MSCI Austria ETF | 4.4M | 0.1% | 125.0K | 43.68 | +36.5% |
| SVOL Simplify Volatility Premium ETF | 4.0M | 0.1% | 260.5K | 16.57 | -3.7% |
| EPU iShares MSCI Peru and Global Exposure ETF | 3.7M | 0.1% | 46.1K | 94.00 | +81.6% |
| XLU State Street Utilities Select Sector SPDR ETF | 3.7M | 0.1% | 79.6K | 42.77 | -0.7% |
| T AT&T INC. | 3.5M | 0.1% | 121.5K | 25.29 | -13.6% |
| XAR State Street SPDR S&P Aerospace & Defense ETF | 3.5M | 0.1% | 13.8K | 272.74 | +28.6% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 3.5M | 0.1% | 10.6K | 520.05 | +113.4% |
| PLTR Palantir Technologies Inc. | 3.4M | 0.1% | 23.3K | 179.94 | +15.3% |
| MSTR Strategy Inc | 3.3M | 0.1% | 26.2K | 119.25 | -65.4% |
| ALB ALBEMARLE CORP | 3.3M | 0.1% | 18.2K | 143.25 | +83.4% |
| AAPL Apple Inc. | 3.1M | 0.1% | 12.2K | 309.35 | +36.9% |
| CBOE Cboe Global Markets, Inc. | 2.7M | 0.1% | 9.4K | 300.74 | +19.4% |
| USOI CREDIT SUISSE AG | 2.7M | 0.1% | 46.0K | 44.56 | -12.3% |
| IESC IES Holdings, Inc. | 2.6M | 0.1% | 5.6K | 342.52 | +6.5% |
| GDX VanEck Gold Miners ETF | 2.6M | 0.1% | 28.3K | 102.83 | +76.3% |
| JPM JPMORGAN CHASE & CO | 2.4M | 0.1% | 8.2K | 351.58 | +20.3% |
| XLP State Street Consumer Staples Select Sector SP | 2.2M | 0.1% | 27.4K | 85.99 | +3.3% |
| ARGT Global X MSCI Argentina ETF | 2.1M | 0.1% | 22.8K | 92.81 | +14.4% |
| ECH iShares MSCI Chile ETF | 1.8M | 0.0% | 46.0K | 41.44 | +29.3% |
| EPOL iShares MSCI Poland ETF | 1.8M | 0.0% | 50.0K | 44.42 | +31.5% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 1.7M | 0.0% | 29.5K | 67.27 | +20.8% |
| NEM NEWMONT Corp /DE/ | 1.6M | 0.0% | 14.9K | 131.58 | +90.7% |
| FCX FREEPORT-MCMORAN INC | 1.4M | 0.0% | 23.4K | 76.66 | +85.6% |
| IGF iShares Global Infrastructure ETF | 1.3M | 0.0% | 19.8K | 65.41 | +6.7% |
| EWY iShares MSCI South Korea ETF | 1.3M | 0.0% | 10.7K | 178.34 | +149.9% |
| AROC Archrock, Inc. | 1.1M | 0.0% | 31.9K | 31.80 | +29.2% |
| LLY ELI LILLY & Co | 888.5K | 0.0% | 966 | 1,255.40 | +78.0% |
| IWM iShares Russell 2000 ETF | 839.5K | 0.0% | 3.4K | 299.96 | +33.1% |
| META Meta Platforms, Inc. | 767.8K | 0.0% | 1.3K | 549.90 | -26.5% |
| XLV State Street Health Care Select Sector SPDR ET | 685.1K | 0.0% | 4.7K | 174.62 | +27.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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