Boardman Bay Capital Management

Latest statistics and disclosures from Boardman Bay Capital Management's latest quarterly 13F-HR filing:

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Positions held by Boardman Bay Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Boardman Bay Capital Management

Companies in the Boardman Bay Capital Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Neophotonics Corp (NPTN) 9.7 $5.5M NEW 634k 8.71
Ii-vi (IIVI) 6.9 $3.9M NEW 66k 59.36
Lumentum Hldgs (LITE) 6.9 $3.9M NEW 47k 83.53
Ciena Corp Com New (CIEN) 6.1 $3.5M NEW 68k 51.36
Marvell Technology (MRVL) 6.0 $3.4M NEW 57k 60.31
MaxLinear (MXL) 5.4 $3.1M NEW 63k 49.25
Viavi Solutions Inc equities (VIAV) 5.0 $2.9M NEW 183k 15.74
Bandwidth Com Cl A (BAND) 4.4 $2.5M NEW 28k 90.29
Akoustis Technologies (AKTS) 4.0 $2.3M NEW 234k 9.70
Tower Semiconductor Shs New (TSEM) 3.9 $2.2M NEW 75k 29.91
Commscope Hldg (COMM) 3.7 $2.1M NEW 155k 13.59
Harmonic (HLIT) 3.4 $1.9M NEW 222k 8.75
Nlight (LASR) 3.1 $1.7M NEW 62k 28.20
Arista Networks (ANET) 3.1 $1.7M NEW 5.1k 343.55
Doubledown Interactive Co Lt Ads (DDI) 2.9 $1.6M NEW 93k 17.61
Apple Put Option (AAPL) 2.5 $1.4M NEW 10k 141.50
Applied Optoelectronics (AAOI) 2.4 $1.4M NEW 191k 7.18
Palo Alto Networks (PANW) 2.0 $1.1M NEW 2.4k 478.99
Casa Systems (CASA) 1.8 $1.0M NEW 152k 6.78
Hemisphere Media Group Cl A (HMTV) 1.6 $926k NEW 76k 12.17
stock (SPLK) 1.5 $868k NEW 6.0k 144.67
Calix (CALX) 1.4 $811k NEW 16k 49.44
Peloton Interactive Cl A Com (PTON) 1.3 $740k NEW 8.5k 87.06
Twilio Cl A (TWLO) 1.1 $638k NEW 2.0k 319.00
American Vrtual Cloud Tech I (AVCT) 1.0 $565k NEW 203k 2.79
Alphabet Cap Stk Cl A (GOOGL) 0.9 $535k NEW 200.00 2675.00
Netflix (NFLX) 0.9 $513k NEW 840.00 610.71
Himax Technologies Sponsored Adr (HIMX) 0.8 $480k NEW 45k 10.67
Uber Technologies (UBER) 0.8 $448k NEW 10k 44.80
Gan SHS (GAN) 0.8 $446k NEW 30k 14.87
Tenable Hldgs (TENB) 0.7 $415k -98% 9.0k 46.11
Avepoint Com Cl A (AVPT) 0.7 $378k NEW 45k 8.48
Sequans Communications S A Sponsored Ads (SQNS) 0.7 $371k NEW 84k 4.39
Gambling Com Group Ordinary Shares (GAMB) 0.6 $345k NEW 38k 9.14
Sonos (SONO) 0.4 $243k NEW 7.5k 32.40
Palantir Technologies Cl A (PLTR) 0.4 $239k NEW 10k 24.00
Origin Materials (ORGN) 0.4 $235k NEW 35k 6.80
Fireeye 0.3 $178k -96% 10k 17.80
Velodyne Lidar (VLDR) 0.3 $178k NEW 30k 5.93

Past Filings by Boardman Bay Capital Management

SEC 13F filings are viewable for Boardman Bay Capital Management going back to 2014

View all past filings