BOARDMAN BAY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2021
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMM | 240K | $2.65M |
 | HLIT | 205K | $2.41M |
 | VIAV | 165K | $2.91M |
 | GRAB | 103K | $736.00K |
 | AAOI | 99K | $508.00K |
 | SQNS | 83K | $393.00K |
 | DDI | 79K | $1.22M |
 | LASR | 74K | $1.78M |
 | TSEM | 57K | $2.26M |
 | AVPT | 52K | $328.00K |
 | BAND | 48K | $3.41M |
 | CIEN | 45K | $3.42M |
 | LITE | 39K | $4.08M |
 | ORGN | 35K | $223.00K |
 | GREE | 33K | $522.00K |
 | MXL | 32K | $2.41M |
 | MU | 30K | $2.79M |
 | WDC | 20K | $1.29M |
 | CALX | 19K | $1.50M |
 | MRVL | 18K | $1.60M |
CommScope Holding Company, Inc.
COMM
Shares Held
240K
Value
$2.65M
Harmonic Inc.
HLIT
Shares Held
205K
Value
$2.41M
Viavi Solutions Inc.
VIAV
Shares Held
165K
Value
$2.91M
Grab Holdings Limited
GRAB
Shares Held
103K
Value
$736.00K
Applied Optoelectronics, Inc.
AAOI
Shares Held
99K
Value
$508.00K
Sequans Communications S.A.
SQNS
Shares Held
83K
Value
$393.00K
DoubleDown Interactive Co., Ltd.
DDI
Shares Held
79K
Value
$1.22M
nLIGHT, Inc.
LASR
Shares Held
74K
Value
$1.78M
Tower Semiconductor Ltd.
TSEM
Shares Held
57K
Value
$2.26M
AvePoint, Inc.
AVPT
Shares Held
52K
Value
$328.00K
Bandwidth Inc.
BAND
Shares Held
48K
Value
$3.41M
Ciena Corporation
CIEN
Shares Held
45K
Value
$3.42M
Lumentum Holdings Inc.
LITE
Shares Held
39K
Value
$4.08M
Origin Materials, Inc.
ORGN
Shares Held
35K
Value
$223.00K
Greenidge Generation Holdings Inc.
GREE
Shares Held
33K
Value
$522.00K
MaxLinear, Inc.
MXL
Shares Held
32K
Value
$2.41M
Micron Technology, Inc.
MU
Shares Held
30K
Value
$2.79M
Western Digital Corporation
WDC
Shares Held
20K
Value
$1.29M
Calix, Inc.
CALX
Shares Held
19K
Value
$1.50M
Marvell Technology, Inc.
MRVL
Shares Held
18K
Value
$1.60M