Boardman Bay Capital Management as of June 30, 2021
Portfolio Holdings for Boardman Bay Capital Management
Boardman Bay Capital Management holds 40 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.3 | $8.6M | 11k | 800.55 | |
| Ciena Corp Com New (CIEN) | 7.4 | $5.2M | 91k | 56.89 | |
| Neophotonics Corp | 7.2 | $5.0M | 493k | 10.21 | |
| MaxLinear (MXL) | 5.9 | $4.1M | 97k | 42.49 | |
| Ii-vi | 5.5 | $3.8M | 52k | 72.59 | |
| Viavi Solutions Inc equities (VIAV) | 4.6 | $3.2M | 183k | 17.66 | |
| Commscope Hldg (COMM) | 4.3 | $3.0M | 140k | 21.31 | |
| Marvell Technology (MRVL) | 4.1 | $2.9M | 49k | 58.33 | |
| Tower Semiconductor Shs New (TSEM) | 3.4 | $2.4M | 80k | 29.43 | |
| Akoustis Technologies (AKTS) | 3.3 | $2.3M | 215k | 10.71 | |
| Arista Networks (ANET) | 3.1 | $2.2M | 6.0k | 362.36 | |
| Lumentum Hldgs (LITE) | 3.1 | $2.2M | 26k | 82.05 | |
| Harmonic (HLIT) | 2.9 | $2.0M | 235k | 8.52 | |
| Applied Optoelectronics (AAOI) | 2.4 | $1.7M | 199k | 8.47 | |
| Nlight (LASR) | 2.3 | $1.6M | 45k | 36.29 | |
| Uber Technologies (UBER) | 2.3 | $1.6M | 32k | 50.12 | |
| Western Digital (WDC) | 2.3 | $1.6M | 23k | 71.16 | |
| Bandwidth Com Cl A (BAND) | 2.0 | $1.4M | 10k | 137.90 | |
| Casa Systems | 1.8 | $1.3M | 142k | 8.87 | |
| Sonos (SONO) | 1.8 | $1.2M | 35k | 35.23 | |
| Workday Cl A (WDAY) | 1.7 | $1.2M | 5.0k | 238.80 | |
| stock | 1.7 | $1.2M | 8.0k | 144.62 | |
| Palo Alto Networks (PANW) | 1.6 | $1.1M | 3.1k | 370.90 | |
| Micron Technology (MU) | 1.5 | $1.1M | 13k | 84.96 | |
| Advanced Micro Devices (AMD) | 1.3 | $939k | 10k | 93.90 | |
| Hemisphere Media Group Cl A | 1.3 | $910k | 77k | 11.80 | |
| Gan SHS (GAN) | 1.2 | $822k | 50k | 16.44 | |
| Peloton Interactive Cl A Com (PTON) | 0.9 | $620k | 5.0k | 124.00 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $586k | 2.6k | 226.69 | |
| Docusign (DOCU) | 0.8 | $570k | 2.0k | 279.41 | |
| Fireeye | 0.8 | $556k | 28k | 20.22 | |
| Box Cl A (BOX) | 0.7 | $511k | 20k | 25.55 | |
| Himax Technologies Sponsored Adr (HIMX) | 0.6 | $450k | 27k | 16.67 | |
| Sequans Communications S A Sponsored Ads (SQNS) | 0.6 | $448k | 74k | 6.02 | |
| Tenable Hldgs (TENB) | 0.6 | $414k | 10k | 41.40 | |
| Velodyne Lidar | 0.5 | $372k | 35k | 10.63 | |
| Netflix (NFLX) | 0.3 | $218k | 413.00 | 527.85 | |
| Ambarella SHS (AMBA) | 0.3 | $213k | 2.0k | 106.50 | |
| Vuzix Corp Com New (VUZI) | 0.3 | $184k | 10k | 18.40 | |
| Navsight Hldgs Cl A | 0.1 | $100k | 10k | 10.00 |
