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Brian MacKenzie

Cavalier Investments, Llc

Assets Managed
$3.699B
Holdings
73
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
90.09%(2Q avg: 74.85%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cavalier Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Cavalier Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.699B in assets, with a quarterly growth rate of 90.09% and a 2-quarter average growth rate of 74.85%. The portfolio is managed by Brian MacKenzie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 199.24%
41.4%
$1.531B
2.653M shares@ $577.19 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 60.46%
27.74%
$1.026B
1.578M shares@ $650.35 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 71.49%
5.46%
$201.666M
525,995 shares@ $383.4 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 933.48%
2.64%
$97.299M
226,125 shares@ $430.29 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 88.99%
2.06%
$75.967M
258,249 shares@ $294.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 97.88%
2%
$73.843M
423,411 shares@ $174.4 avg price
WDC
Western Digital Corp
Recent Activity
Increased 21.51%
1.44%
$53.235M
196,810 shares@ $270.5 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -34.35%
1.37%
$50.439M
203,385 shares@ $248.0 avg price
USO
United States Oil Fund Lp
Recent Activity
New Position
1.28%
$47.061M
369,831 shares@ $127.26 avg price
TSLA
Tesla Inc
Recent Activity
Increased 117.01%
1.01%
$37.175M↑ Call
100,000 shares@ $371.75 avg price

1-10 of 73