Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOARDMAN BAY CAPITAL MANAGEMENT LLC (CIK 1602987) reported $60.1M across 37 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: COHR ($4.5M, 7.50%), LITE ($4.1M, 6.79%), CRM ($3.6M, 5.92%), CIEN ($3.4M, 5.70%), BAND ($3.4M, 5.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COHR | II-VI INC | $4.5M | 7.50% | 65,993 | Trimmed |
| 2 | LITE | LUMENTUM HLDGS INC | $4.1M | 6.79% | 38,548 | Trimmed |
| 3 | CRM | SALESFORCE COM INC | $3.6M | 5.92% | 14,000 | New |
| 4 | CIEN | CIENA CORP | $3.4M | 5.70% | 44,503 | Trimmed |
| 5 | BAND | BANDWIDTH INC | $3.4M | 5.67% | 47,500 | Added |
| 6 | XLNX | XILINX INC | $3.2M | 5.29% | 15,000 | New |
| 7 | VIAV | VIAVI SOLUTIONS INC | $2.9M | 4.84% | 165,000 | Trimmed |
| 8 | MU | MICRON TECHNOLOGY INC | $2.8M | 4.65% | 30,000 | New |
| 9 | COMM | COMMSCOPE HLDG CO INC | $2.6M | 4.41% | 240,000 | Added |
| 10 | HLIT | HARMONIC INC | $2.4M | 4.02% | 205,150 | Trimmed |
| 11 | MXL | MAXLINEAR INC | $2.4M | 4.01% | 32,000 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $2.3M | 3.88% | 700 | New |
| 13 | TSEM | TOWER SEMICONDUCTOR LTD | $2.3M | 3.76% | 57,000 | Trimmed |
| 14 | LASR | NLIGHT INC | $1.8M | 2.96% | 74,154 | Added |
| 15 | AKTSQ | AKOUSTIS TECHNOLOGIES INC | $1.7M | 2.76% | 248,461 | Added |
| 16 | MRVL | MARVELL TECHNOLOGY INC | $1.6M | 2.67% | 18,333 | Trimmed |
| 17 | CALX | CALIX INC | $1.5M | 2.49% | 18,712 | Added |
| 18 | ANET | ARISTA NETWORKS INC | $1.4M | 2.39% | 10,000 | Added |
| 19 | WDC | WESTERN DIGITAL CORP. | $1.3M | 2.15% | 19,842 | New |
| 20 | DDI | DOUBLEDOWN INTERACTIVE CO LT | $1.2M | 2.03% | 78,658 | Trimmed |
| 21 | CASA | CASA SYS INC | $1.2M | 1.98% | 209,425 | Added |
| 22 | TWLO | TWILIO INC | $1.2M | 1.97% | 4,500 | Added |
| 23 | SDIG | STRONGHOLD DIGITAL MINING IN | $896,000 | 1.49% | 69,701 | New |
| 24 | DKNG | DRAFTKINGS INC | $824,000 | 1.37% | 30,000 | New |
| 25 | GRAB | GRAB HOLDINGS LIMITED | $736,000 | 1.22% | 103,255 | New |
Source: SEC Form 13F filings · as of 2021-12-31