Cavalier Investments
Cavalier Investments reported 40 stocks worth $272M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XLK (16.2%), NVDA (6.8%) and SPY (6.7%). Compared with Q1 2026, the fund opened new positions in XLK, VWO and MTUM, added to NVDA, XLV and TLT, trimmed SPY, QQQ and HWM and sold out of USO, KLAC and XLC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XLK Select Sector Spdr TR | $44M | 16.2% | 231K | New position | 7 of 8 | |
| 2 |  NVDA Nvidia Corporation | $18.5M | 6.8% | 93K | +49K (+113%) | 6 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $18.2M | 6.7% | 24K | −123K (−84%) | 8 of 8 | |
| 4 |  VWO Vanguard Intl Equity Index F | $17.7M | 6.5% | 297K | New position | 1 of 8 | |
| 5 |  XLV State Street | $17.1M | 6.3% | 108K | +103K (+2210%) | 2 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $15M | 5.5% | 20K | −83K (−80%) | 8 of 8 | |
| 7 |  TLT Ishares TR | $14.4M | 5.3% | 166K | +37K (+28%) | 8 of 8 | |
| 8 |  IGF Ishares TR | $11.2M | 4.1% | 168K | +148K (+749%) | 2 of 8 | |
| 9 |  VTV Vanguard Index Fds | $10.3M | 3.8% | 47K | +6,921 (+17%) | 2 of 8 | |
| 10 |  MTUM Ishares Msci USA Momntum | $10.2M | 3.7% | 30K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 USO United Sts Oil FD LP | $15.5M | 122K |
 KLAC Kla Corp | $14.3M | 9,704 |
 XLC Select Sector Spdr TR | $10.6M | 96K |
 LRCX Lam Research Corp | $9.2M | 43K |
 RTX Rtx Corp | $7.8M | 41K |
🔒 Free account: see all 29.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
SPY Spdr S&P 500 ETF TR | Call | $568M | 760K | +160,000 |
QQQ Invesco Qqq TR | Call | $446M | 606K | −694,200 |
 SMH Vaneck ETF Trust | Call | $374M | 570K | +312,300 |
QQQ Invesco Qqq TR | Put | $230M | 312K | −937,700 |
SMH Vaneck ETF Trust | Put | $93.5M | 143K | −95,200 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cavalier Investments 13F FAQ
What does Cavalier Investments own?
Cavalier Investments reported 40 stocks worth $272M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XLK (16.2%), NVDA (6.8%) and SPY (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Cavalier Investments buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 15 added to, 13 trimmed and 29 sold out. New positions include XLK, VWO and MTUM. It sold all of USO, KLAC and XLC.
When will Cavalier Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cavalier Investments's portfolio worth?
The Q2 2026 filing reports $272M in US stocks ($2.4B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.