Boardman Bay Capital Management as of Dec. 31, 2014
Portfolio Holdings for Boardman Bay Capital Management
Boardman Bay Capital Management holds 59 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 10.1 | $9.5M | 18k | 530.72 | ||
| Apple (AAPL) | 7.4 | $7.0M | 63k | 110.37 | |
| Facebook Inc cl a (META) | 5.8 | $5.4M | 70k | 78.01 | |
| Broadcom Corporation | 5.7 | $5.4M | 124k | 43.33 | |
| Amazon (AMZN) | 4.1 | $3.8M | 12k | 310.32 | |
| Fireeye | 3.9 | $3.7M | 118k | 31.58 | |
| Applied Materials (AMAT) | 3.2 | $3.1M | 123k | 24.92 | |
| Western Digital (WDC) | 3.2 | $3.0M | 28k | 110.69 | |
| Canadian Solar (CSIQ) | 3.2 | $3.0M | 125k | 24.19 | |
| Metropcs Communications (TMUS) | 3.0 | $2.8M | 104k | 26.94 | |
| Avago Technologies | 2.9 | $2.7M | 27k | 100.59 | |
| Level 3 Communications | 2.6 | $2.5M | 50k | 49.38 | |
| 2.6 | $2.5M | 68k | 35.86 | ||
| Nokia Corporation (NOK) | 2.6 | $2.4M | 311k | 7.86 | |
| EMC Corporation | 2.6 | $2.4M | 81k | 29.75 | |
| salesforce (CRM) | 2.4 | $2.2M | 37k | 59.32 | |
| Akamai Technologies (AKAM) | 2.1 | $2.0M | 31k | 62.95 | |
| iShares Russell 2000 Index (IWM) | 2.0 | $1.9M | 16k | 119.61 | |
| Tableau Software Inc Cl A | 1.8 | $1.7M | 20k | 84.76 | |
| Micron Technology (MU) | 1.7 | $1.6M | 47k | 35.01 | |
| Cypress Semiconductor Corporation | 1.7 | $1.6M | 113k | 14.28 | |
| Cadence Design Systems (CDNS) | 1.6 | $1.5M | 81k | 18.97 | |
| Commscope Hldg (COMM) | 1.6 | $1.5M | 67k | 22.83 | |
| Crown Castle Intl (CCI) | 1.6 | $1.5M | 20k | 78.68 | |
| Integrated Device Technology | 1.6 | $1.5M | 76k | 19.60 | |
| Pandora Media | 1.5 | $1.4M | 77k | 17.83 | |
| Marvell Technology Group | 1.3 | $1.2M | 85k | 14.50 | |
| American Tower Reit (AMT) | 1.3 | $1.2M | 12k | 98.86 | |
| Super Micro Computer (SMCI) | 1.1 | $1.0M | 29k | 34.90 | |
| Lam Research Corporation (LRCX) | 1.1 | $986k | 12k | 79.34 | |
| DISH Network | 1.0 | $980k | 13k | 72.91 | |
| Cnova N V | 0.9 | $860k | 109k | 7.91 | |
| Servicenow (NOW) | 0.9 | $841k | 12k | 67.87 | |
| Oracle Corporation (ORCL) | 0.8 | $791k | 18k | 44.98 | |
| Linkedin Corp | 0.8 | $765k | 3.3k | 229.66 | |
| Hewlett-Packard Company | 0.8 | $747k | 19k | 40.11 | |
| Nexstar Broadcasting (NXST) | 0.7 | $644k | 12k | 51.77 | |
| Yahoo! | 0.7 | $626k | 12k | 50.48 | |
| Clubcorp Hldgs | 0.6 | $534k | 30k | 17.94 | |
| Time Warner | 0.6 | $531k | 6.2k | 85.37 | |
| Atmel Corporation | 0.6 | $522k | 62k | 8.39 | |
| Intel Corporation (INTC) | 0.4 | $377k | 10k | 36.27 | |
| Finisar Corporation | 0.4 | $378k | 20k | 19.42 | |
| Telecom Argentina (TEO) | 0.4 | $355k | 18k | 19.34 | |
| Himax Technologies (HIMX) | 0.4 | $350k | 43k | 8.07 | |
| Yandex Nv-a (YNDX) | 0.4 | $337k | 19k | 17.95 | |
| Criteo Sa Ads (CRTO) | 0.3 | $312k | 7.7k | 40.36 | |
| Rubicon Proj | 0.3 | $300k | 19k | 16.14 | |
| Groupon | 0.3 | $256k | 31k | 8.25 | |
| Hemisphere Media | 0.3 | $251k | 19k | 13.50 | |
| Lifelock | 0.2 | $230k | 12k | 18.49 | |
| Cdk Global Inc equities | 0.2 | $224k | 5.5k | 40.82 | |
| RF Micro Devices | 0.2 | $191k | 12k | 16.61 | |
| Nimble Storage | 0.2 | $182k | 6.6k | 27.47 | |
| Rackspace Hosting | 0.2 | $152k | 3.2k | 46.96 | |
| Mobileiron | 0.2 | $154k | 16k | 9.93 | |
| Amc Entmt Hldgs Inc Cl A | 0.1 | $140k | 5.3k | 26.18 | |
| Tribune Co New Cl A | 0.1 | $111k | 1.9k | 59.52 | |
| Immersion Corporation (IMMR) | 0.1 | $59k | 6.3k | 9.40 |
