Cavalier Investments
$3.5B Assets Reported
79 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust Series 1 | 2,653,144 | $1.5B | 43.2% |
| SPY | SPDR S&P 500 ETF Trust | 1,577,679 | $1.0B | 28.9% |
| SMH | VanEck Vectors Semiconductor ETF | 525,995 | $202M | 5.7% |
| GLD | SPDR Gold Shares | 226,125 | $97M | 2.7% |
| JPM | JPMORGAN CHASE ORD | 258,249 | $76M | 2.1% |
| NVDA | NVIDIA Corp. | 423,411 | $74M | 2.1% |
| WDC | Western Digital Corporation | 196,810 | $53M | 1.5% |
| IWM | ISHARES RUSSELL 2000 ETF | 203,385 | $50M | 1.4% |
| USO | United States Oil Fund | 369,831 | $47M | 1.3% |
| IBIT | iShares Bitcoin Trus | 866,190 | $33M | 0.9% |
Track Cavalier Investments's 13F portfolio: $3.5B in reported holdings, 79 positions. Top holdings, AUM, and quarterly changes on SentiSense.