Cavalier Investments, LLC

Est. AUM

$3.70B

13F long equity, this entity only

Positions

112

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TRCALL	UNIT SER 1	$750.3M	1300000	20.28%	SOLE
2	INVESCO QQQ TRPUT	UNIT SER 1	$721.5M	1250000	19.50%	SOLE
3	STATE STR SPDR S&P 500 ETF TPUT	TR UNIT	$539.8M	830000	14.59%	SOLE
4	STATE STR SPDR S&P 500 ETF TCALL	TR UNIT	$390.2M	600000	10.55%	SOLE
5	VANECK ETF TRUSTCALL	SEMICONDUCTR ETF	$98.8M	257700	2.67%	SOLE
6	SPDR S&P 500 ETF Trust	TR UNIT	$96.0M	147679	2.60%	SOLE
7	VANECK ETF TRUSTPUT	SEMICONDUCTR ETF	$91.1M	237700	2.46%	SOLE
8	SPDR GOLD TRPUT	GOLD SHS	$60.2M	140000	1.63%	SOLE
9	Invesco QQQ Trust Series 1	UNIT SER 1	$59.5M	103144	1.61%	SOLE
10	NVIDIA CORPORATIONPUT	COM	$57.6M	330000	1.56%	SOLE
11	ISHARES TRCALL	RUSSELL 2000 ETF	$49.6M	200000	1.34%	SOLE
12	JPMORGAN CHASE & COCALL	COM	$44.1M	150000	1.19%	SOLE
13	SELECT SECTOR SPDR TRCALL	STATE STREET ENE	$30.6M	500000	0.83%	SOLE
14	WESTERN DIGITAL CORPCALL	COM	$30.3M	112100	0.82%	SOLE
15	JPMORGAN CHASE & COPUT	COM	$29.4M	100000	0.80%	SOLE
16	SPDR GOLD TRCALL	GOLD SHS	$26.2M	61000	0.71%	SOLE
17	SELECT SECTOR SPDR TRPUT	STATE STREET COM	$22.2M	200000	0.60%	SOLE
18	UNITED STS OIL FD LPPUT	UNITS	$19.3M	151500	0.52%	SOLE
19	ROCKET LAB CORPCALL	COM	$19.3M	300000	0.52%	SOLE
20	ISHARES BITCOIN TRUST ETFPUT	SHS BEN INT	$19.2M	500000	0.52%	SOLE
21	TESLA INCCALL	COM	$18.6M	50000	0.50%	SOLE
22	TESLA INCPUT	COM	$18.6M	50000	0.50%	SOLE
23	SELECT SECTOR SPDR TRCALL	STATE STREET CON	$17.2M	210000	0.47%	SOLE
24	WESTERN DIGITAL CORPPUT	COM	$16.8M	62100	0.45%	SOLE
25	ISHARES SILVER TRCALL	ISHARES	$16.7M	245000	0.45%	SOLE
26	SELECT SECTOR SPDR TRCALL	STATE STREET IND	$16.2M	100000	0.44%	SOLE
27	United States Oil Fund	UNITS	$15.5M	121831	0.42%	SOLE
28	ISHARES INCCALL	MSCI STH KOR ETF	$15.4M	125000	0.42%	SOLE
29	SELECT SECTOR SPDR TRCALL	STATE STREET MAT	$15.0M	300000	0.41%	SOLE
30	KLA CORPPUT	COM NEW	$14.7M	10000	0.40%	SOLE
31	KLA Corporation	COM NEW	$14.3M	9704	0.39%	SOLE
32	ISHARES BITCOIN TRUST ETFCALL	SHS BEN INT	$13.4M	350000	0.36%	SOLE
33	UNITED STS OIL FD LPCALL	UNITS	$12.3M	96500	0.33%	SOLE
34	VanEck Vectors Semiconductor ETF	SEMICONDUCTR ETF	$11.7M	30595	0.32%	SOLE
35	ISHARES 20 PLS YEAR TREASURY BND ETF	20 YR TR BD ETF	$11.3M	129941	0.30%	SOLE
36	SELECT SECTOR SPDR TRPUT	STATE STREET HEA	$11.0M	75000	0.30%	SOLE
37	SPDR Gold Shares	GOLD SHS	$10.8M	25125	0.29%	SOLE
38	LAM RESEARCH CORPCALL	COM NEW	$10.7M	50000	0.29%	SOLE
39	COMMUNICAT SVS SLCT SEC SPDR ETF	STATE STREET COM	$10.6M	95558	0.29%	SOLE
40	AEROVIRONMENT INCCALL	COM	$10.1M	55000	0.27%	SOLE
41	SELECT SECTOR SPDR TRCALL	STATE STREET UTI	$9.2M	200000	0.25%	SOLE
42	LAM RESEARCH CORP	COM NEW	$9.2M	42878	0.25%	SOLE
43	BRISTOL-MYERS SQUIBB COCALL	COM	$9.1M	150000	0.25%	SOLE
44	NVIDIA CORPORATIONCALL	COM	$8.7M	50000	0.24%	SOLE
45	IONQ INCCALL	COM	$8.6M	300000	0.23%	SOLE
46	LAM RESEARCH CORPPUT	COM NEW	$8.5M	40000	0.23%	SOLE
47	FT VEST GOLD STRT TRGT INCM ETF	FT VEST GOLD	$8.3M	323655	0.22%	SOLE
48	HOWMET AEROSPACE ORD	COM	$8.1M	34998	0.22%	SOLE
49	VANGUARD VALUE ETF	VALUE ETF	$7.9M	40239	0.21%	SOLE
50	RTX Corporation	COM	$7.8M	40650	0.21%	SOLE

1–50 of 112

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.