BOARDMAN BAY CAPITAL MANAGEMENT LLC

13F Portfolio Filings

Latest 13F report
Q4 2021 - Feb 14, 2022
Value $
$60.1M
Signature - Title
Ken Brown - Chief Compliance Officer
Location
1120 Avenue Of The Americas, 4 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 37 $60.1M +$22.4M -$21.7M +$689K IIVI, LITE, CRM, CIEN, BAND 13F-HR 2/14/2022, 10:09 AM
Q3 2021 38 $55.3M +$12.7M -$14.2M -$1.51M NPTN, IIVI, LITE, CIEN, MRVL 13F-HR 11/15/2021, 11:31 AM
Q2 2021 40 $61.6M +$10.6M -$10.8M -$225K CIEN, NPTN, MXL, IIVI, VIAV Restatement 8/16/2021, 03:13 PM
Q1 2021 44 $18M $0 $0 BAND, AKTS, ANET, DZSI, AMZN Restatement 2/14/2022, 10:51 AM
Q4 2020 59 $107M +$49.7M -$33.4M +$16.4M NPTN, LITE, MXL, TSEM, VIAV 13F-HR 2/16/2021, 08:58 AM
Q3 2020 54 $72.9M +$25.1M -$64.5M -$39.4M IPHI, LITE, NPTN, TSEM, MXL 13F-HR 11/16/2020, 10:31 AM
Q2 2020 55 $108M +$51.1M -$29.9M +$21.3M LITE, DKNG, IPHI, IIVI, TSEM 13F-HR 8/14/2020, 08:59 AM
Q1 2020 52 $66.7M +$36.3M -$17.7M +$18.6M BAND, MU, IPHI, TSEM, LITE 13F-HR 5/15/2020, 09:52 AM
Q4 2019 48 $57.5M +$22M -$42.2M -$20.2M LITE, BAND, CRM, XLNX, UBER 13F-HR 2/14/2020, 09:42 AM
Q3 2019 48 $69.7M +$31.7M -$22.6M +$9.06M CIEN, LITE, NPTN, SPLK, FEYE 13F-HR 11/14/2019, 10:06 AM
Q2 2019 40 $58.7M +$34.8M -$17.9M +$16.9M LITE, DIS, PSTG, NPTN, GLW 13F-HR 8/14/2019, 10:56 AM
Q1 2019 45 $44.1M +$14M -$24.6M -$10.5M LITE, MTSI, AMZN, NTNX, CLDR 13F-HR 5/15/2019, 06:09 AM
Q4 2018 44 $48.6M +$25.1M -$32.9M -$7.74M AMZN, DIS, ROKU, LITE, META 13F-HR 2/14/2019, 11:32 AM
Q3 2018 44 $65.2M +$24.3M -$27.1M -$2.76M AAPL, NVDA, LITE, DATA, NXPI 13F-HR 11/14/2018, 12:53 PM
Q2 2018 48 $63.5M +$17.5M -$61.1M -$43.7M MSFT, NVDA, LITE, LRCX, GOOGL 13F-HR 8/14/2018, 10:53 AM
Q1 2018 58 $103M +$62.7M -$19.7M +$43M META, GOOGL, LITE, ELLI, CIEN 13F-HR 5/15/2018, 10:21 AM
Q4 2017 46 $56.4M +$18.7M -$46.7M -$28M LITE, ICHR, MU, AMAT, ELLI 13F-HR 2/14/2018, 11:18 AM
Q3 2017 48 $86.4M +$33.1M -$42.3M -$9.17M AVGO, GOOGL, LITE, ELLI, DATA 13F-HR 11/14/2017, 10:08 AM
Q2 2017 51 $87.2M +$42.8M -$64.4M -$21.6M DATA, AMAT, GOOGL, NFLX, P 13F-HR 8/14/2017, 10:33 AM
Q1 2017 54 $111M +$85.1M -$22.3M +$62.8M GOOGL, META, DIS, AVGO, P 13F-HR 5/15/2017, 02:48 PM
Q4 2016 42 $44.4M +$24.6M -$29.1M -$4.43M MU, ELLI, WDC, DATA, P 13F-HR 2/14/2017, 11:23 AM
Q3 2016 49 $49.3M +$22.9M -$25.3M -$2.37M MLNX, AAPL, P, DATA, WDC 13F-HR 11/14/2016, 11:09 AM
Q2 2016 46 $46.6M +$23.8M -$41.9M -$18.1M MU, HIMX, NXST, PANW, DATA 13F-HR 8/15/2016, 11:54 AM
Q1 2016 45 $64.7M +$29.9M -$62.5M -$32.6M MAR, DATA, HOT, HIMX, AVGO 13F-HR 5/16/2016, 02:42 PM
Q4 2015 42 $103M +$45.4M -$37M +$8.35M DATA, AKAM, NXST, INFN, QCOM 13F-HR 2/16/2016, 12:50 PM
Q3 2015 36 $86.6M +$38.4M -$69.9M -$31.5M DATA, LVLT, AKAM, CONE, NXST 13F-HR 11/16/2015, 11:02 AM
Q2 2015 53 $123M +$70.4M -$56.9M +$13.5M SPY, AKAM, T, LVLT, WDAY 13F-HR 8/14/2015, 02:49 PM
Q1 2015 58 $111M +$58.6M -$29.7M +$28.9M AMAT, WDC, CY, AKAM, FEYE 13F-HR 5/14/2015, 03:21 PM
Q4 2014 56 $78.3M $0 $0 META, BRCM, AAPL, FEYE, AMAT 13F-HR 2/25/2015, 03:14 PM