BOARDMAN BAY CAPITAL MANAGEMENT LLC 13F Holdings
CIK 0001602987 · NEW YORK, NY
As of Dec 31, 2021, BOARDMAN BAY CAPITAL MANAGEMENT LLC reported 37 positions worth $60.1K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| COHERENT CORP | COHR | Technology | 65,993 | $4.5K | 7.50% |
| LUMENTUM HOLDINGS INC | LITE | Technology | 38,548 | $4.1K | 6.79% |
| SALESFORCE INC | CRM | Technology | 14,000 | $3.6K | 5.92% |
| CIENA CORP | CIEN | Technology | 44,503 | $3.4K | 5.70% |
| BANDWIDTH INC | BAND | Technology | 47,500 | $3.4K | 5.67% |
| XILINX INC | XLNX | Technology | 15,000 | $3.2K | 5.29% |
| VIAVI SOLUTIONS INC | VIAV | Technology | 165,000 | $2.9K | 4.84% |
| MICRON TECHNOLOGY INC | MU | Technology | 30,000 | $2.8K | 4.65% |
| COMMSCOPE HOLDING COMPANY INC | COMM | Technology | 240,000 | $2.7K | 4.41% |
| HARMONIC INC | HLIT | Technology | 205,150 | $2.4K | 4.02% |
| MAXLINEAR INC | MXL | Technology | 32,000 | $2.4K | 4.01% |
| AMAZON.COM INC | AMZN | Equity | 700 | $2.3K | 3.88% |
| TOWER SEMICONDUCTOR LTD | TSEM | Technology | 57,000 | $2.3K | 3.76% |
| NLIGHT INC | LASR | Technology | 74,154 |