Boardman Bay Capital Management as of Dec. 31, 2021
Portfolio Holdings for Boardman Bay Capital Management
Boardman Bay Capital Management holds 37 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ii-vi | 7.5 | $4.5M | 66k | 68.33 | |
| Lumentum Hldgs (LITE) | 6.8 | $4.1M | 39k | 105.76 | |
| salesforce (CRM) | 5.9 | $3.6M | 14k | 254.14 | |
| Ciena Corp Com New (CIEN) | 5.7 | $3.4M | 45k | 76.96 | |
| Bandwidth Com Cl A (BAND) | 5.7 | $3.4M | 48k | 71.77 | |
| Xilinx | 5.3 | $3.2M | 15k | 212.00 | |
| Viavi Solutions Inc equities (VIAV) | 4.8 | $2.9M | 165k | 17.62 | |
| Micron Technology (MU) | 4.7 | $2.8M | 30k | 93.17 | |
| Commscope Hldg (COMM) | 4.4 | $2.7M | 240k | 11.04 | |
| Harmonic (HLIT) | 4.0 | $2.4M | 205k | 11.76 | |
| MaxLinear (MXL) | 4.0 | $2.4M | 32k | 75.38 | |
| Amazon (AMZN) | 3.9 | $2.3M | 700.00 | 3334.29 | |
| Tower Semiconductor Shs New (TSEM) | 3.8 | $2.3M | 57k | 39.68 | |
| Nlight (LASR) | 3.0 | $1.8M | 74k | 23.95 | |
| Akoustis Technologies | 2.8 | $1.7M | 249k | 6.68 | |
| Marvell Technology (MRVL) | 2.7 | $1.6M | 18k | 87.49 | |
| Calix (CALX) | 2.5 | $1.5M | 19k | 79.95 | |
| Arista Networks (ANET) | 2.4 | $1.4M | 10k | 143.80 | |
| Western Digital (WDC) | 2.2 | $1.3M | 20k | 65.22 | |
| Doubledown Interactive Co Lt Ads (DDI) | 2.0 | $1.2M | 79k | 15.50 | |
| Casa Systems | 2.0 | $1.2M | 209k | 5.67 | |
| Twilio Cl A (TWLO) | 2.0 | $1.2M | 4.5k | 263.33 | |
| Stronghold Digital Mining In Class A Com | 1.5 | $896k | 70k | 12.85 | |
| Draftkings Com Cl A | 1.4 | $824k | 30k | 27.47 | |
| Grab Holdings Class A Ord (GRAB) | 1.2 | $736k | 103k | 7.13 | |
| Snap Cl A (SNAP) | 1.0 | $588k | 13k | 47.04 | |
| Hemisphere Media Group Cl A | 1.0 | $582k | 80k | 7.28 | |
| Uber Technologies (UBER) | 0.9 | $524k | 13k | 41.92 | |
| Greenidge Generation Hldgs I Class A Com | 0.9 | $522k | 33k | 16.06 | |
| Applied Optoelectronics (AAOI) | 0.8 | $508k | 99k | 5.14 | |
| Sequans Communications S A Sponsored Ads | 0.7 | $393k | 83k | 4.73 | |
| Mynaric Spon Ads (MYNA) | 0.6 | $382k | 30k | 12.73 | |
| Peloton Interactive Cl A Com (PTON) | 0.6 | $358k | 10k | 35.80 | |
| Avepoint Com Cl A (AVPT) | 0.5 | $328k | 52k | 6.30 | |
| Wolfspeed (WOLF) | 0.4 | $228k | 2.0k | 111.98 | |
| Origin Materials (ORGN) | 0.4 | $223k | 35k | 6.45 | |
| Ambarella SHS (AMBA) | 0.3 | $203k | 1.0k | 203.00 |
