13F Insight
DOSSIER · 13F-HR · Q1 2026

Cavalier Investments, LLC

Cavalier Investments's family office based in New York, NY — $3.7B in tracked AUM across 112 positions as of Q1 2026.

CI
Cavalier Investments·New York, NY·Family Office
CIK 0001655543 · last filed Mar 31, 2026
Total AUM
$3.7B
▲ 11.2%
vs prior
Holdings
112
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QQQ
Invesco QQQ Trust Series 1
$1.5B2.7M41.4%
02
SPY
STATE STR SPDR S&P 500 ETF T
$1.0B1.6M27.7%
03
SMH
VanEck Vectors Semiconductor ETF
$202M526K5.5%
04
GLD
SPDR Gold Shares
$97M226K2.6%
05
JPM
JPMORGAN CHASE ORD
$76M258K2.1%
06
NVDA
NVIDIA Corp.
$74M423K2.0%
07
WDC
Western Digital Corporation
$53M197K1.4%
08
IWM
ISHARES TR
$50M203K1.4%
09
USO
United States Oil Fund
$47M370K1.3%
10
TSLA
TESLA INC
$37M100K1.0%

Filing history

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