13F Filings History of BOARDMAN BAY CAPITAL MANAGEMENT LLC

Latest 13F report
Q4 2021 - 14 Feb 2022
Value $
$60,085,000
Signature - Title
Ken Brown - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by BOARDMAN BAY CAPITAL MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BOARDMAN BAY CAPITAL MANAGEMENT LLC reported 37 stock holdings with total value $60,085,000 as of Q4 2021. Top holdings included IIVI, LITE, CRM, CIEN, and BAND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 37 $60,085,000 +$22,413,559 -$21,724,427 +$689,132 IIVI, LITE, CRM, CIEN, BAND 13F-HR 14 Feb 2022, 10:09
Q3 2021 38 $55,264,000 +$12,698,583 -$14,210,664 -$1,512,081 NPTN, IIVI, LITE, CIEN, MRVL 13F-HR 15 Nov 2021, 11:31
Q2 2021 40 $61,591,000 +$10,616,625 -$10,841,355 -$224,730 CIEN, NPTN, MXL, IIVI, VIAV Restatement 16 Aug 2021, 15:13
Q1 2021 44 $17,979,000 $0 $0 $0 BAND, AKTS, ANET, DZSI, AMZN Restatement 14 Feb 2022, 10:51
Q4 2020 59 $107,362,000 +$49,731,269 -$33,363,690 +$16,367,579 NPTN, LITE, MXL, TSEM, VIAV 13F-HR 16 Feb 2021, 08:58
Q3 2020 54 $72,939,000 +$25,091,298 -$64,452,348 -$39,361,050 IPHI, LITE, NPTN, TSEM, MXL 13F-HR 16 Nov 2020, 10:31
Q2 2020 55 $107,952,000 +$51,145,891 -$29,870,416 +$21,275,475 LITE, DKNG, IPHI, IIVI, TSEM 13F-HR 14 Aug 2020, 08:59
Q1 2020 52 $66,725,000 +$36,296,583 -$17,673,072 +$18,623,511 BAND, MU, IPHI, TSEM, LITE 13F-HR 15 May 2020, 09:52
Q4 2019 48 $57,484,000 +$22,002,848 -$42,157,389 -$20,154,541 LITE, BAND, CRM, XLNX, UBER 13F-HR 14 Feb 2020, 09:42
Q3 2019 48 $69,657,000 +$31,691,662 -$22,630,107 +$9,061,555 CIEN, LITE, NPTN, SPLK, FEYE 13F-HR 14 Nov 2019, 10:06
Q2 2019 40 $58,719,000 +$34,827,997 -$17,931,793 +$16,896,204 LITE, DIS, PSTG, NPTN, GLW 13F-HR 14 Aug 2019, 10:56
Q1 2019 45 $44,099,000 +$14,037,204 -$24,585,876 -$10,548,672 LITE, MTSI, AMZN, NTNX, CLDR 13F-HR 15 May 2019, 06:09
Q4 2018 44 $48,632,000 +$25,146,041 -$32,887,746 -$7,741,705 AMZN, DIS, ROKU, LITE, META 13F-HR 14 Feb 2019, 11:32
Q3 2018 44 $65,233,000 +$24,301,627 -$27,056,675 -$2,755,048 AAPL, NVDA, LITE, DATA, NXPI 13F-HR 14 Nov 2018, 12:53
Q2 2018 48 $63,469,000 +$17,462,940 -$61,135,788 -$43,672,848 MSFT, NVDA, LITE, LRCX, GOOGL 13F-HR 14 Aug 2018, 10:53
Q1 2018 58 $102,869,000 +$62,722,315 -$19,707,443 +$43,014,872 META, GOOGL, LITE, ELLI, CIEN 13F-HR 15 May 2018, 10:21
Q4 2017 46 $56,446,000 +$18,667,410 -$46,690,098 -$28,022,688 LITE, ICHR, MU, AMAT, ELLI 13F-HR 14 Feb 2018, 11:18
Q3 2017 48 $86,374,000 +$33,109,741 -$42,280,995 -$9,171,254 AVGO, GOOGL, LITE, ELLI, DATA 13F-HR 14 Nov 2017, 10:08
Q2 2017 51 $87,242,000 +$42,815,214 -$64,405,775 -$21,590,561 DATA, AMAT, GOOGL, NFLX, P 13F-HR 14 Aug 2017, 10:33
Q1 2017 54 $110,605,000 +$85,080,109 -$22,253,746 +$62,826,363 GOOGL, META, DIS, AVGO, P 13F-HR 15 May 2017, 14:48
Q4 2016 42 $44,417,000 +$24,643,364 -$29,075,924 -$4,432,560 MU, ELLI, WDC, DATA, P 13F-HR 14 Feb 2017, 11:23
Q3 2016 49 $49,322,000 +$22,920,547 -$25,285,853 -$2,365,306 MLNX, AAPL, P, DATA, WDC 13F-HR 14 Nov 2016, 11:09
Q2 2016 46 $46,578,000 +$23,759,708 -$41,863,565 -$18,103,857 MU, HIMX, NXST, PANW, DATA 13F-HR 15 Aug 2016, 11:54
Q1 2016 45 $64,654,000 +$29,860,916 -$62,457,793 -$32,596,877 MAR, DATA, HOT, HIMX, AVGO 13F-HR 16 May 2016, 14:42
Q4 2015 42 $102,632,000 +$45,354,688 -$37,005,568 +$8,349,120 DATA, AKAM, NXST, INFN, QCOM 13F-HR 16 Feb 2016, 12:50
Q3 2015 36 $86,608,000 +$38,448,949 -$69,932,309 -$31,483,360 DATA, LVLT, AKAM, CONE, NXST 13F-HR 16 Nov 2015, 11:02
Q2 2015 53 $122,783,000 +$70,388,016 -$56,889,623 +$13,498,393 SPY, AKAM, T, LVLT, WDAY 13F-HR 14 Aug 2015, 14:49
Q1 2015 58 $110,843,000 +$58,586,912 -$29,710,830 +$28,876,082 AMAT, WDC, CY, AKAM, FEYE 13F-HR 14 May 2015, 15:21
Q4 2014 56 $78,283,000 $0 $0 $0 META, BRCM, AAPL, FEYE, AMAT 13F-HR 25 Feb 2015, 15:14