Cavalier Investments, LLC

Portfolio Overview

Cavalier Investments, LLC has undergone a significant expansion in the quarter ending September 30, 2025. The total portfolio value surged by 201.8%, growing from approximately $329.99 million to $995.83 million. This dramatic increase in assets under management (AUM) suggests a substantial capital inflow or a major shift in leverage strategy rather than mere market appreciation. The portfolio currently consists of 70 holdings, displaying a blend of passiv...