Stock Taper 
BOARDMAN BAY CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2021
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amazon.com, Inc. | AMZN | 700 | $2.33M |
 Ambarella, Inc. | AMBA | 1K | $203K |
 Wolfspeed Inc. | WOLF | 2.04K | $228K |
 Twilio Inc. | TWLO | 4.5K | $1.19M |
 Arista Networks, Inc. | ANET | 10K | $1.44M |
 Peloton Interactive, Inc. | PTON | 10K | $358K |
 Snap Inc. | SNAP | 12.5K | $588K |
 Uber Technologies, Inc. | UBER | 12.5K | $524K |
 Salesforce, Inc. | CRM | 14K | $3.56M |
 Marvell Technology, Inc. | MRVL | 18.33K | $1.6M |
 Calix, Inc. | CALX | 18.71K | $1.5M |
 Western Digital Corporation | WDC | 19.84K | $1.29M |
 Micron Technology, Inc. | MU | 30K | $2.79M |
 MaxLinear, Inc. | MXL | 32K | $2.41M |
| GG GREENIDGE GENERATION HLDGS I | GREE | 32.5K | $522K |
| OM ORIGIN MATERIALS INC | ORGN | 34.57K | $223K |
 Lumentum Holdings Inc. | LITE | 38.55K | $4.08M |
 Ciena Corporation | CIEN | 44.5K | $3.42M |
 Bandwidth Inc. | BAND | 47.5K | $3.41M |
 AvePoint, Inc. | AVPT | 52.07K | $328K |