Cavalier Investments, LLC reported 7 positions worth $41.53M for the quarter ended Jun 30, 2026, down 64.0% on the prior quarter. It opened 1 new position, added to 3, trimmed 3 and exited 17. Its largest holding is Nvidia Corp at 44.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| USO United States Oil Fund, LP | -121.8K | -100.0% | $15.50M | Exited |
| KLAC Kla Corp | -97.0K | -100.0% | $14.29M | Exited |
| LRCX Lam Research Corp | -42.9K | -100.0% | $9.16M | Exited |
| RTX RTX Corp | -40.7K | -100.0% | $7.84M | Exited |
| WDC Western Digital Corp | -22.6K | -100.0% | $6.12M | Exited |
| SLV iShares Silver Trust | -66.4K | -84.9% | $3.55M | 1.53% |
| T At&T Inc. | -121.5K | -100.0% | $3.52M | Exited |
| PLTR Palantir Technologies Inc. | -23.3K | -100.0% | $3.41M | Exited |
| ALB Albemarle Corp | -18.2K | -100.0% | $3.26M | Exited |
| AAPL Apple Inc. | -12.2K | -100.0% | $3.11M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| RKLB Rocket Lab Corp | +1,988 | $202.08K | 0.487% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| USO United States Oil Fund, LP | -121.8K | $15.50M | 13.44% |
| KLAC Kla Corp | -97.0K | $14.29M | 12.38% |
| LRCX Lam Research Corp | -42.9K | $9.16M | 7.94% |
| RTX RTX Corp | -40.7K | $7.84M | 6.8% |
| WDC Western Digital Corp | -22.6K | $6.12M | 5.3% |
| T At&T Inc. | -121.5K | $3.52M | 3.05% |
| PLTR Palantir Technologies Inc. | -23.3K | $3.41M | 2.96% |
| ALB Albemarle Corp | -18.2K | $3.26M | 2.83% |
| AAPL Apple Inc. | -12.2K | $3.11M | 2.69% |
| CBOE Cboe Global Markets, Inc. | -9,444 | $2.65M | 2.3% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 92.5K | $18.52M | 44.59% | +49.1K | +113.2% | Added | 0% |
| 2 | HWM Howmet Aerospace Inc. | Industrials | 33.5K | $8.99M | 21.66% | -1,547 | -4.4% | Reduced | 0.01% |
| 3 | GLD Spdr Gold Trust | Financial Services | 17.5K | $6.44M | 15.51% | -7,643 | -30.4% | Reduced | 0% |
| 4 | IBIT iShares Bitcoin Trust ETF | Others | 117.2K | $3.90M | 9.4% | +101.0K | +624.1% | Added | 0.01% |
| 5 | MSTR Strategy Inc | Technology | 32.7K | $2.84M | 6.84% | +6,530 | +25.0% | Added | 0.01% |
| 6 | SLV iShares Silver Trust | Others | 11.8K | $633.41K | 1.53% | -66.4K | -84.9% | Reduced | 0% |
| 7 | RKLB Rocket Lab Corp | Industrials | 1,988 | $202.08K | 0.487% | +1,988 | – | New | 0% |
Tip. Select a row to see that position’s full history at Cavalier Investments.
As of its Q2 2026 13F filing, Cavalier Investments, LLC’s five largest positions were Nvidia Corp (NVDA) at 44.6%, Howmet Aerospace Inc. (HWM) at 21.7%, Spdr Gold Trust (GLD) at 15.5%, iShares Bitcoin Trust ETF (IBIT) at 9.4%, Strategy Inc (MSTR) at 6.8% of the reported portfolio.
Cavalier Investments, LLC reported a 13F portfolio worth $41.53M across 7 positions for Q2 2026. That is down 64.0% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($9.83M), iShares Bitcoin Trust ETF ($3.36M), Strategy Inc ($567.65K). It opened 1 new positions.
Its largest sales by value were United States Oil Fund, LP ($15.50M), Kla Corp ($14.29M), Lam Research Corp ($9.16M). It exited 17 positions entirely.
From the Form 13F-HR reports Cavalier Investments, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.