Stock Taper 
BOARDMAN BAY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Harmonic Inc. | HLIT | 205.15K | $2.41M |
 Viavi Solutions Inc. | VIAV | 165K | $2.91M |
 Grab Holdings Limited | GRAB | 103.25K | $736K |
 Applied Optoelectronics, Inc. | AAOI | 98.81K | $508K |
 Sequans Communications S.A. | SQNS | 83K | $393K |
 DoubleDown Interactive Co., Ltd. | DDI | 78.66K | $1.22M |
 nLIGHT, Inc. | LASR | 74.15K | $1.78M |
 Tower Semiconductor Ltd. | TSEM | 57K | $2.26M |
 AvePoint, Inc. | AVPT | 52.07K | $328K |
 Bandwidth Inc. | BAND | 47.5K | $3.41M |
 Ciena Corporation | CIEN | 44.5K | $3.42M |
 Lumentum Holdings Inc. | LITE | 38.55K | $4.08M |
| OM ORIGIN MATERIALS INC | ORGN | 34.57K | $223K |
| GG GREENIDGE GENERATION HLDGS I | GREE | 32.5K | $522K |
 MaxLinear, Inc. | MXL | 32K | $2.41M |
 Micron Technology, Inc. | MU | 30K | $2.79M |
 Western Digital Corporation | WDC | 19.84K | $1.29M |
 Calix, Inc. | CALX | 18.71K | $1.5M |
 Marvell Technology, Inc. | MRVL | 18.33K | $1.6M |
 Salesforce, Inc. | CRM | 14K | $3.56M |