Boardman Bay Capital Management

Boardman Bay Capital Management as of March 31, 2020

Portfolio Holdings for Boardman Bay Capital Management

Boardman Bay Capital Management holds 56 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Spdr S&p 500 Etf (SPY) 24.1 $26M 100k 257.75
Invesco Qqq Trust Series 1 (QQQ) 10.7 $11M 60k 190.40
Bandwidth (BAND) 5.0 $5.4M 80k 67.29
Micron Technology (MU) 4.5 $4.8M 115k 42.06
Inphi Corporation 3.2 $3.4M 43k 79.18
Tower Semiconductor (TSEM) 2.8 $3.0M 190k 15.92
Lumentum Hldgs (LITE) 2.8 $3.0M 41k 73.69
Infinera (INFN) 2.7 $2.9M 540k 5.30
Neophotonics Corp 2.6 $2.8M 390k 7.25
Nokia Corporation (NOK) 2.2 $2.4M 770k 3.10
Akoustis Technologies (AKTS) 2.2 $2.4M 441k 5.37
Twilio Inc cl a (TWLO) 2.1 $2.2M 25k 89.48
Ii-vi 2.1 $2.2M 78k 28.50
Benefitfocus 2.0 $2.2M 244k 8.91
Avnet (AVT) 1.9 $2.0M 81k 25.10
Uber Technologies (UBER) 1.6 $1.7M 60k 27.92
Viavi Solutions Inc equities (VIAV) 1.5 $1.6M 143k 11.21
Peloton Interactive Inc cl a (PTON) 1.5 $1.6M 60k 26.55
iShares iBoxx $ High Yid Corp Bond (HYG) 1.4 $1.5M 20k 77.05
Alibaba Group Holding (BABA) 1.4 $1.5M 7.7k 194.49
salesforce (CRM) 1.3 $1.4M 10k 144.00
Snap Inc cl a (SNAP) 1.3 $1.4M 120k 11.89
Fireeye 1.3 $1.4M 130k 10.58
Ciena Corporation (CIEN) 1.2 $1.3M 33k 39.81
Microchip Technology (MCHP) 1.1 $1.2M 18k 67.78
Akamai Technologies (AKAM) 1.0 $1.0M 11k 91.46
Hemisphere Media 0.9 $1.0M 117k 8.54
Magnachip Semiconductor Corp (MX) 0.9 $995k 90k 11.06
Harmonic (HLIT) 0.9 $993k 172k 5.76
Pure Storage Inc - Class A (PSTG) 0.9 $984k 80k 12.30
Visa (V) 0.8 $806k 5.0k 161.20
Kaleyra 0.7 $773k 106k 7.30
New Relic 0.7 $739k 16k 46.27
Marvell Technology Group 0.6 $679k 30k 22.63
PROS Holdings (PRO) 0.6 $667k 22k 31.02
Zto Express Cayman (ZTO) 0.6 $662k 25k 26.48
Rogers Corporation (ROG) 0.6 $661k 7.0k 94.43
2u 0.6 $609k 29k 21.21
Vishay Intertechnology (VSH) 0.5 $576k 40k 14.40
Etf Managers Tr tierra xp latin 0.5 $573k 50k 11.39
Microsoft Corporation (MSFT) 0.5 $568k 3.6k 157.78
Resonant 0.5 $527k 356k 1.48
Zendesk 0.5 $518k 8.1k 63.95
Himax Technologies (HIMX) 0.5 $492k 180k 2.74
Nexstar Broadcasting (NXST) 0.4 $462k 8.0k 57.75
M/a (MTSI) 0.4 $427k 23k 18.95
Facebook Inc cl a (META) 0.3 $334k 2.0k 167.00
Gordon Pointe Acquisition 0.2 $267k 25k 10.68
Square Inc cl a (SQ) 0.2 $262k 5.0k 52.40
Mix Telematics Ltd - 0.2 $251k 29k 8.67
Crowdstrike Hldgs Inc cl a (CRWD) 0.2 $239k 4.3k 55.65
Dasan Zhone Solutions 0.2 $200k 48k 4.19
Casa Systems 0.1 $105k 30k 3.50
Paysign (PAYS) 0.1 $77k 15k 5.13
Microvision Inc Del (MVIS) 0.0 $18k 104k 0.17
Gordon Pointe Acquisition Co w exp 07/30/202 0.0 $4.0k 25k 0.16