349 is the total number of securities BOARDMAN BAY CAPITAL MANAGEMENT LLC has owned. The longest BOARDMAN BAY CAPITAL MANAGEMENT LLC has owned a single stock is 29 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| HMTV | HEMISPHERE MEDIA GROUP... | 29 | 29 | 0.26% | 1.18% | 2.21% | Q4 2014 | Q4 2021 | 29 |
| FEYE | FIREEYE INC | 23 | 3 | 0.31% | 2.23% | 4.09% | Q4 2014 | Q3 2021 | 26 |
| CIEN | CIENA CORP | 11 | 1 | 0.05% | 3.08% | 8.14% | Q2 2016 | Q4 2021 | 21 |
| LITE | LUMENTUM HLDGS INC | 20 | 20 | 0.90% | 5.20% | 7.72% | Q1 2017 | Q4 2021 | 20 |
| AKAM | AKMAI TECHNOLOGIES INC | 9 | 5 | 0.24% | 2.43% | 7.03% | Q4 2014 | Q2 2020 | 20 |
| WDC | WESTERN DIGITAL CORP. | 6 | 1 | 1.00% | 2.83% | 5.31% | Q4 2014 | Q4 2021 | 19 |
| PANW | PALO ALTO NETWORKS INC | 11 | 3 | 0.15% | 2.25% | 4.63% | Q1 2016 | Q3 2021 | 19 |
| MTSI | MACOM TECH SOLUTIONS H... | 12 | 1 | 0.35% | 1.92% | 6.05% | Q1 2015 | Q1 2021 | 19 |
| INXN | INTERXION HOLDING N.V | 19 | 19 | 0.42% | 1.29% | 3.41% | Q1 2015 | Q3 2019 | 19 |
| MX | MAGNACHIP SEMICONDUCTO... | 19 | 19 | 0.22% | 0.90% | 2.50% | Q3 2016 | Q1 2021 | 19 |
| NXST | NEXSTAR MEDIA GROUP INC | 16 | 2 | 0.43% | 1.91% | 5.02% | Q4 2014 | Q1 2020 | 18 |
| DATA | TABLEAU SOFTWARE INC | 16 | 1 | 1.07% | 3.69% | 7.41% | Q4 2014 | Q1 2019 | 17 |
| AMAT | APPLIED MATLS INC | 12 | 1 | 0.36% | 2.88% | 6.69% | Q4 2014 | Q4 2019 | 17 |
| MU | MICRON TECHNOLOGY INC | 8 | 1 | 0.12% | 3.11% | 6.95% | Q4 2014 | Q4 2021 | 16 |
| VIAV | VIAVI SOLUTIONS INC | 16 | 16 | 0.69% | 2.82% | 5.08% | Q1 2018 | Q4 2021 | 16 |
| HIMX | HIMAX TECHNOLOGIES INC... | 5 | 1 | 0.15% | 1.64% | 6.28% | Q4 2014 | Q3 2021 | 16 |
| HLIT | HARMONIC INC | 10 | 1 | 0.22% | 1.40% | 4.02% | Q3 2017 | Q4 2021 | 16 |
| NPTN | NEOPHOTONICS CORP | 15 | 15 | 0.77% | 3.94% | 9.24% | Q1 2018 | Q3 2021 | 15 |
| IIVI | II-VI INC | 8 | 7 | 0.28% | 3.07% | 7.50% | Q1 2018 | Q4 2021 | 15 |
| BNFT | BENEFITFOCUS INC | 15 | 15 | 0.52% | 2.28% | 3.58% | Q1 2017 | Q3 2020 | 15 |
| TSEM | TOWER SEMICONDUCTOR LTD | 14 | 1 | 0.40% | 2.25% | 3.97% | Q3 2016 | Q4 2021 | 15 |
| BABA | ALIBABA GROUP HLDG LTD | 5 | 1 | 0.71% | 2.13% | 4.23% | Q1 2015 | Q2 2021 | 15 |
| MRVL | MARVELL TECHNOLOGY GRO... | 6 | 1 | 0.56% | 1.56% | 4.22% | Q4 2014 | Q1 2021 | 15 |
| AMZN | AMAZON.COM INC | 5 | 1 | 0.24% | 2.97% | 8.03% | Q4 2015 | Q4 2021 | 14 |
| AKTS | AKOUSTIS TECHNOLOGIES INC | 13 | 1 | 0.09% | 2.38% | 4.42% | Q4 2017 | Q4 2021 | 14 |
| NEWR | NEW RELIC INC | 9 | 5 | 0.29% | 1.43% | 2.50% | Q2 2015 | Q3 2020 | 14 |
| GOOGL | ALPHABET INC | 4 | 1 | 0.94% | 3.46% | 7.94% | Q4 2015 | Q3 2021 | 13 |
| INFN | INFINERA CORPORATION | 5 | 1 | 0.47% | 1.59% | 3.95% | Q4 2015 | Q4 2020 | 13 |
| CRM | SALESFORCE COM INC | 3 | 1 | 0.49% | 2.54% | 5.92% | Q4 2014 | Q4 2021 | 12 |
| NFLX | NETFLIX INC | 3 | 1 | 0.34% | 1.58% | 5.60% | Q1 2015 | Q3 2021 | 12 |
| ZEN | ZENDESK INC | 8 | 4 | 0.20% | 0.83% | 1.40% | Q4 2015 | Q3 2020 | 12 |
| SPY | SPDR S&P 500 ETF TR | 3 | 1 | 1.87% | 7.67% | 19.21% | Q2 2015 | Q2 2020 | 11 |
| BAND | BANDWIDTH INC | 10 | 1 | 0.50% | 3.45% | 7.80% | Q1 2019 | Q4 2021 | 11 |
| P | PANDORA MEDIA INC | 9 | 1 | 0.56% | 2.74% | 5.46% | Q4 2014 | Q2 2018 | 11 |
| SPLK | SPLUNK INC | 3 | 1 | 0.37% | 1.71% | 3.24% | Q1 2016 | Q3 2021 | 11 |
| CY | CYPRESS SEMICONDUCTOR ... | 5 | 1 | 0.15% | 1.62% | 4.44% | Q4 2014 | Q3 2018 | 11 |
| YNDX | YANDEX N V | 5 | 1 | 0.27% | 1.00% | 2.93% | Q4 2014 | Q4 2020 | 11 |
| RESN | RESONANT INC | 11 | 11 | 0.12% | 0.41% | 0.64% | Q1 2018 | Q3 2020 | 11 |
| IPHI | INPHI CORP | 6 | 4 | 1.54% | 2.98% | 6.99% | Q1 2018 | Q3 2020 | 10 |
| PSTG | PURE STORAGE INC | 10 | 10 | 0.50% | 2.03% | 5.67% | Q4 2017 | Q1 2020 | 10 |
| MSTR | MICROSTRATEGY INC | 10 | 10 | 0.56% | 1.02% | 1.47% | Q4 2016 | Q1 2019 | 10 |
| IMMR | IMMERSION CORP | 10 | 10 | 0.06% | 0.66% | 1.47% | Q4 2014 | Q1 2017 | 10 |
| PTON | PELOTON INTERACTIVE INC | 7 | 2 | 0.36% | 2.24% | 7.40% | Q3 2019 | Q4 2021 | 9 |
| COMM | COMMSCOPE HLDG CO INC | 5 | 1 | 0.23% | 2.22% | 4.69% | Q4 2014 | Q4 2021 | 9 |
| NOK | NOKIA CORP | 7 | 2 | 0.69% | 2.16% | 3.15% | Q4 2014 | Q3 2020 | 9 |
| UBER | UBER TECHNOLOGIES INC | 5 | 1 | 0.38% | 1.93% | 3.80% | Q2 2019 | Q4 2021 | 9 |
| GLW | CORNING INC | 5 | 1 | 0.55% | 1.85% | 4.60% | Q2 2017 | Q2 2020 | 9 |
| TWLO | TWILIO INC | 5 | 2 | 0.67% | 1.66% | 3.10% | Q4 2016 | Q4 2021 | 9 |
| TWOU | 2U INC | 7 | 1 | 0.42% | 1.18% | 2.56% | Q3 2017 | Q4 2020 | 9 |
| LC | LENDINGCLUB CORP | 6 | 3 | 0.33% | 0.99% | 2.00% | Q2 2016 | Q3 2018 | 9 |
| CASA | CASA SYS INC | 9 | 9 | 0.10% | 0.88% | 1.98% | Q4 2019 | Q4 2021 | 9 |
| FB | FACEBOOK INC | 2 | 1 | 0.31% | 3.61% | 5.76% | Q4 2014 | Q1 2020 | 8 |
| LVLT | LEVEL 3 COMMUNICATIONS... | 8 | 8 | 1.28% | 3.26% | 6.60% | Q4 2014 | Q3 2016 | 8 |
| WDAY | WORKDAY INC | 4 | 1 | 0.85% | 2.20% | 4.39% | Q2 2015 | Q2 2021 | 8 |
| NOW | SERVICENOW INC | 3 | 1 | 0.89% | 1.81% | 2.64% | Q4 2014 | Q1 2021 | 8 |
| SNAP | SNAP INC | 5 | 1 | 0.30% | 1.13% | 2.60% | Q1 2018 | Q4 2021 | 8 |
| TEO | TELECOM ARGENTINA S A | 8 | 8 | 0.17% | 0.70% | 1.60% | Q4 2014 | Q3 2016 | 8 |
| GPAQU | GORDON POINTE ACQUISIT... | 8 | 8 | 0.22% | 0.40% | 0.53% | Q1 2018 | Q4 2019 | 8 |
| QQQ | POWERSHARES QQQ TRUST | 4 | 1 | 0.97% | 4.51% | 8.15% | Q1 2015 | Q1 2018 | 7 |
| MXL | MAXLINEAR INC | 7 | 7 | 0.34% | 3.77% | 6.45% | Q2 2020 | Q4 2021 | 7 |
| AAPL | APPLE INC | 2 | 1 | 0.59% | 3.64% | 5.67% | Q4 2014 | Q3 2018 | 7 |
| ELLI | ELLIE MAE INC | 4 | 1 | 0.75% | 3.24% | 6.51% | Q2 2016 | Q2 2018 | 7 |
| ANET | ARISTA NETWORKS INC | 4 | 1 | 1.50% | 3.01% | 3.89% | Q4 2015 | Q4 2021 | 7 |
| QCOM | QUALCOMM INC | 2 | 1 | 1.11% | 2.24% | 3.90% | Q4 2015 | Q4 2020 | 7 |
| ICHR | ICHOR HOLDINGS LTD | 5 | 2 | 0.41% | 1.94% | 5.92% | Q2 2017 | Q4 2020 | 7 |
| HDP | HORTONWORKS INC | 4 | 3 | 0.68% | 1.89% | 3.48% | Q1 2016 | Q4 2018 | 7 |
| NXPI | NXP SEMICONDUCTORS N V | 2 | 1 | 0.54% | 1.78% | 4.42% | Q1 2015 | Q4 2020 | 7 |
| MSFT | MICROSOFT CORP | 3 | 1 | 0.22% | 1.71% | 5.39% | Q4 2015 | Q3 2020 | 7 |
| AMD | ADVANCED MICRO DEVICES... | 3 | 1 | 0.26% | 1.54% | 2.62% | Q3 2016 | Q2 2021 | 7 |
| TTWO | TAKE-TWO INTERACTIVE S... | 3 | 1 | 0.76% | 1.53% | 2.50% | Q4 2015 | Q2 2018 | 7 |
| TWTR | TWITTER INC | 2 | 1 | 0.62% | 1.48% | 2.26% | Q4 2014 | Q3 2019 | 7 |
| QQQ | INVESCO QQQ TR | 3 | 1 | 5.13% | 9.13% | 13.88% | Q2 2018 | Q3 2020 | 6 |
| DIS | DISNEY WALT CO | 3 | 1 | 1.55% | 4.46% | 7.66% | Q1 2015 | Q2 2019 | 6 |
| AVGO | BROADCOM LTD | 3 | 1 | 1.37% | 3.59% | 6.91% | Q1 2016 | Q4 2017 | 6 |
| CDNS | CADENCE DESIGN SYSTEM INC | 6 | 6 | 0.59% | 2.19% | 3.42% | Q4 2014 | Q1 2016 | 6 |
| IDTI | INTEGRATED DEVICE TECH... | 5 | 1 | 1.57% | 2.03% | 2.82% | Q4 2014 | Q4 2016 | 6 |
| CONE | CYRUSONE INC | 3 | 1 | 0.85% | 1.98% | 4.06% | Q1 2015 | Q2 2018 | 6 |
| SMCI | SUPER MICRO COMPUTER INC | 4 | 1 | 0.29% | 1.86% | 4.24% | Q4 2014 | Q1 2018 | 6 |
| PRO | PROS HOLDINGS INC | 3 | 1 | 0.62% | 1.23% | 2.09% | Q4 2017 | Q2 2020 | 6 |
| OCLR | OCLARO INC | 3 | 1 | 0.12% | 1.23% | 2.39% | Q4 2016 | Q3 2018 | 6 |
| UCTT | ULTRA CLEAN HLDGS INC | 4 | 2 | 0.15% | 1.14% | 2.24% | Q1 2018 | Q3 2019 | 6 |
| KN | KNOWLES CORP | 4 | 1 | 0.38% | 0.69% | 1.37% | Q2 2016 | Q4 2018 | 6 |
| AMBA | AMBARELLA INC | 3 | 1 | 0.24% | 0.54% | 0.84% | Q1 2017 | Q4 2021 | 6 |
| MLNX | MELLANOX TECHNOLOGIES LTD | 5 | 5 | 1.28% | 3.77% | 7.40% | Q4 2015 | Q4 2016 | 5 |
| ROKU | ROKU INC | 3 | 1 | 0.44% | 2.66% | 6.30% | Q3 2017 | Q3 2019 | 5 |
| NVDA | NVIDIA CORPORATION | 2 | 1 | 0.91% | 2.63% | 5.01% | Q2 2018 | Q2 2021 | 5 |
| AMT | AMERICAN TOWER CORP NEW | 2 | 1 | 0.47% | 1.91% | 3.91% | Q4 2014 | Q4 2016 | 5 |
| ADSK | AUTODESK INC | 3 | 1 | 0.54% | 1.38% | 2.35% | Q1 2015 | Q2 2020 | 5 |
| DISH | DISH NETWORK CORP | 5 | 5 | 1.03% | 1.21% | 1.55% | Q4 2014 | Q4 2015 | 5 |
| SQNS | SEQUANS COMMUNICATIONS... | 5 | 5 | 0.32% | 0.96% | 2.48% | Q4 2020 | Q4 2021 | 5 |
| GTN | GRAY TELEVISION INC | 3 | 2 | 0.42% | 0.79% | 1.23% | Q4 2016 | Q2 2018 | 5 |
| TENB | TENABLE HLDGS INC | 5 | 5 | 0.04% | 0.77% | 1.44% | Q3 2020 | Q3 2021 | 5 |
| TREE | LENDINGTREE INC NEW | 4 | 1 | 0.50% | 0.67% | 1.11% | Q1 2015 | Q4 2016 | 5 |
| KLR | KALEYRA INC | 5 | 5 | 0.14% | 0.63% | 1.29% | Q4 2019 | Q4 2020 | 5 |
| DZSI | DASAN ZHONE SOLUTIONS INC | 5 | 5 | 0.12% | 0.52% | 1.05% | Q2 2019 | Q2 2020 | 5 |
| RUBI | RUBICON PROJ INC | 4 | 1 | 0.31% | 0.46% | 0.80% | Q4 2014 | Q2 2016 | 5 |
| AMBR | AMBER RD INC | 4 | 1 | 0.26% | 0.45% | 0.88% | Q1 2017 | Q2 2018 | 5 |
| AAPL | APPLE INC | 1 | 1 | 1.74% | 4.51% | 10.91% | Q4 2014 | Q4 2016 | 4 |
| XLNX | XILINX INC | 1 | 1 | 1.04% | 3.09% | 5.29% | Q3 2017 | Q4 2021 | 4 |
| DKNG | DRAFTKINGS INC | 3 | 1 | 1.37% | 2.90% | 5.30% | Q2 2020 | Q4 2021 | 4 |
| AVGO | AVAGO TECHNOLOGIES LTD | 2 | 2 | 2.54% | 2.87% | 3.45% | Q4 2014 | Q4 2015 | 4 |
| AVGO | BROADCOM INC | 2 | 1 | 0.78% | 2.68% | 5.15% | Q3 2018 | Q4 2020 | 4 |
| NTNX | NUTANIX INC | 2 | 1 | 0.75% | 2.30% | 4.25% | Q3 2016 | Q1 2019 | 4 |
| DOCU | DOCUSIGN INC | 4 | 4 | 0.55% | 2.28% | 5.65% | Q3 2020 | Q2 2021 | 4 |
| LRCX | LAM RESEARCH CORP | 2 | 1 | 1.04% | 2.28% | 4.65% | Q4 2014 | Q1 2019 | 4 |
| LASR | NLIGHT INC | 4 | 4 | 0.32% | 2.23% | 3.07% | Q1 2021 | Q4 2021 | 4 |
| TMUS | T MOBILE US INC | 4 | 4 | 1.64% | 2.21% | 2.80% | Q4 2014 | Q3 2015 | 4 |
| AAOI | APPLIED OPTOELECTRONIC... | 4 | 4 | 0.84% | 1.89% | 2.65% | Q1 2021 | Q4 2021 | 4 |
| ZAYO | ZAYO GROUP HLDGS INC | 4 | 4 | 1.36% | 1.74% | 2.80% | Q1 2015 | Q4 2015 | 4 |
| CCI | CROWN CASTLE INTL CORP... | 2 | 1 | 0.58% | 1.70% | 2.92% | Q4 2014 | Q4 2016 | 4 |
| ROG | ROGERS CORP | 4 | 4 | 0.62% | 1.66% | 2.67% | Q2 2019 | Q1 2020 | 4 |
| INST | INSTRUCTURE INC | 4 | 4 | 0.24% | 1.54% | 3.96% | Q4 2016 | Q3 2017 | 4 |
| INTC | INTEL CORP | 2 | 1 | 0.40% | 1.34% | 2.38% | Q4 2014 | Q3 2020 | 4 |
| YELP | YELP INC | 2 | 2 | 0.30% | 1.29% | 3.18% | Q3 2015 | Q1 2017 | 4 |
| AVT | AVNET INC | 2 | 2 | 0.34% | 1.27% | 1.93% | Q4 2019 | Q1 2021 | 4 |
| SHOP | SHOPIFY INC | 1 | 1 | 0.47% | 1.20% | 2.74% | Q2 2016 | Q1 2021 | 4 |
| AMC | AMC ENTMT HLDGS INC | 3 | 1 | 0.15% | 1.12% | 2.15% | Q4 2014 | Q1 2016 | 4 |
| GAN | GAN LTD | 4 | 4 | 0.78% | 1.05% | 1.29% | Q4 2020 | Q3 2021 | 4 |
| SIGM | SIGMA DESIGNS INC | 3 | 1 | 0.16% | 0.88% | 1.48% | Q2 2016 | Q3 2017 | 4 |
| SONO | SONOS INC | 4 | 4 | 0.01% | 0.84% | 1.94% | Q4 2020 | Q3 2021 | 4 |
| CNVAF | CNOVA N V | 4 | 4 | 0.22% | 0.68% | 0.91% | Q4 2014 | Q3 2015 | 4 |
| VICR | VICOR CORP | 4 | 4 | 0.59% | 0.64% | 0.68% | Q2 2020 | Q1 2021 | 4 |
| MU | MICRON TECHNOLOGY INC | 2 | 1 | 0.26% | 0.54% | 0.84% | Q2 2016 | Q3 2020 | 4 |
| GLUU | GLU MOBILE INC | 4 | 4 | 0.38% | 0.47% | 0.57% | Q1 2017 | Q4 2017 | 4 |
| BLOX | INFOBLOX INC | 4 | 4 | 0.20% | 0.39% | 0.90% | Q2 2015 | Q1 2016 | 4 |
| MIXT | MIX TELEMATICS LTD | 4 | 4 | 0.16% | 0.32% | 0.55% | Q3 2019 | Q2 2020 | 4 |
| MVIS | MICROVISION INC DEL | 2 | 2 | 0.02% | 0.31% | 0.61% | Q3 2017 | Q1 2020 | 4 |
| MRVL | MARVELL TECHNOLOGY INC | 3 | 3 | 2.67% | 4.41% | 6.05% | Q2 2021 | Q4 2021 | 3 |
| AAPL | APPLE INC | 1 | 1 | 1.88% | 2.90% | 4.33% | Q3 2017 | Q3 2021 | 3 |
| FB | FACEBOOK INC | 1 | 1 | 1.20% | 2.56% | 4.15% | Q1 2016 | Q1 2017 | 3 |
| CLDR | CLOUDERA INC | 3 | 3 | 0.86% | 2.22% | 4.10% | Q1 2019 | Q3 2019 | 3 |
| CSIQ | CANADIAN SOLAR INC | 3 | 3 | 0.44% | 2.12% | 3.20% | Q4 2014 | Q2 2015 | 3 |
| BIDU | BAIDU INC | 2 | 1 | 0.65% | 2.05% | 4.45% | Q2 2018 | Q1 2019 | 3 |
| CSCO | CISCO SYS INC | 2 | 1 | 1.06% | 2.02% | 2.88% | Q1 2015 | Q2 2017 | 3 |
| PYPL | PAYPAL HLDGS INC | 2 | 1 | 1.20% | 2.01% | 3.53% | Q3 2015 | Q4 2016 | 3 |
| FIT | FITBIT INC | 2 | 1 | 0.44% | 1.55% | 2.14% | Q2 2015 | Q3 2016 | 3 |
| CMCSA | COMCAST CORP NEW | 2 | 1 | 0.55% | 1.53% | 3.18% | Q1 2015 | Q1 2017 | 3 |
| CALX | CALIX INC | 2 | 1 | 0.33% | 1.41% | 2.49% | Q1 2019 | Q4 2021 | 3 |
| MULE | MULESOFT INC | 3 | 3 | 1.14% | 1.34% | 1.60% | Q3 2017 | Q1 2018 | 3 |
| LQD | ISHARES TR | 3 | 3 | 1.11% | 1.25% | 1.38% | Q2 2020 | Q4 2020 | 3 |
| VMW | VMWARE INC | 1 | 1 | 0.37% | 1.20% | 1.80% | Q1 2015 | Q4 2020 | 3 |
| DZSI | DZS INC | 3 | 3 | 0.14% | 1.12% | 3.06% | Q3 2020 | Q1 2021 | 3 |
| RNG | RINGCENTRAL INC | 2 | 1 | 0.32% | 1.08% | 2.08% | Q1 2016 | Q4 2020 | 3 |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.32% | 1.07% | 2.52% | Q3 2019 | Q1 2021 | 3 |
| CHTR | CHARTER COMMUNICATIONS... | 2 | 1 | 0.26% | 1.07% | 1.73% | Q2 2016 | Q1 2017 | 3 |
| LITE | LUMENTUM HLDGS INC | 1 | 1 | 0.77% | 0.97% | 1.26% | Q2 2019 | Q3 2020 | 3 |
| PCLN | PRICELINE GRP INC | 2 | 1 | 0.29% | 0.89% | 1.94% | Q1 2016 | Q3 2017 | 3 |
| STX | SEAGATE TECHNOLOGY PLC | 2 | 1 | 0.45% | 0.88% | 1.67% | Q4 2015 | Q4 2016 | 3 |
| TSLA | TESLA MTRS INC | 1 | 1 | 0.34% | 0.83% | 1.09% | Q2 2016 | Q2 2019 | 3 |
| BOX | BOX INC | 2 | 1 | 0.39% | 0.75% | 1.06% | Q1 2018 | Q2 2021 | 3 |
| CRTO | CRITEO S A | 3 | 3 | 0.33% | 0.69% | 0.88% | Q4 2014 | Q2 2015 | 3 |
| CYBR | CYBERARK SOFTWARE LTD | 3 | 3 | 0.38% | 0.66% | 0.94% | Q2 2017 | Q4 2017 | 3 |
| FNSR | FINISAR CORP | 3 | 3 | 0.19% | 0.66% | 1.38% | Q4 2014 | Q2 2015 | 3 |
| GIMO | GIGAMON INC | 2 | 1 | 0.59% | 0.63% | 0.71% | Q4 2015 | Q2 2017 | 3 |
| MJ | ETF MANAGERS TR | 3 | 3 | 0.16% | 0.59% | 1.08% | Q4 2019 | Q2 2020 | 3 |
| NUAN | NUANCE COMMUNICATIONS INC | 2 | 1 | 0.44% | 0.55% | 0.65% | Q2 2016 | Q3 2017 | 3 |
| FN | FABRINET | 2 | 1 | 0.28% | 0.47% | 0.62% | Q1 2019 | Q4 2019 | 3 |
| RKUS | RUCKUS WIRELESS INC | 3 | 3 | 0.21% | 0.45% | 0.59% | Q1 2015 | Q3 2015 | 3 |
| TLND | TALEND SA | 2 | 1 | 0.25% | 0.42% | 0.73% | Q2 2017 | Q1 2018 | 3 |
| NMBL | NIMBLE STORAGE INC | 2 | 1 | 0.19% | 0.31% | 0.36% | Q4 2014 | Q3 2016 | 3 |
| APTI | APPTIO INC | 3 | 3 | 0.21% | 0.25% | 0.33% | Q1 2017 | Q3 2017 | 3 |
| P | PANDORA MEDIA INC | 2 | 1 | 0.16% | 0.24% | 0.39% | Q3 2016 | Q3 2017 | 3 |
| COHR | COHERENT INC | 1 | 1 | 0.02% | 0.24% | 0.40% | Q3 2018 | Q1 2021 | 3 |
| GOOGL | ALPHABET INC | 2 | 2 | 6.94% | 8.53% | 10.11% | Q4 2015 | Q1 2016 | 2 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 1.89% | 5.61% | 9.34% | Q2 2015 | Q4 2017 | 2 |
| INTC | INTEL CORP | 2 | 2 | 2.44% | 5.21% | 7.98% | Q2 2020 | Q3 2020 | 2 |
| DIS | DISNEY WALT CO | 1 | 1 | 0.89% | 4.82% | 8.76% | Q1 2015 | Q1 2016 | 2 |
| AMZN | AMAZON COM INC | 1 | 1 | 4.08% | 4.74% | 5.40% | Q4 2014 | Q1 2016 | 2 |
| BRCM | BROADCOM CORP | 2 | 2 | 3.31% | 4.51% | 5.70% | Q4 2014 | Q1 2015 | 2 |
| GOOGL | GOOGLE INC | 1 | 1 | 3.10% | 3.33% | 3.55% | Q4 2014 | Q2 2015 | 2 |
| T | AT&T INC | 1 | 1 | 1.56% | 3.02% | 4.48% | Q2 2015 | Q1 2018 | 2 |
| NSH | NAVSIGHT HLDGS INC | 2 | 2 | 0.16% | 2.80% | 5.44% | Q1 2021 | Q2 2021 | 2 |
| DBX | DROPBOX INC | 1 | 1 | 1.06% | 2.75% | 4.44% | Q3 2019 | Q1 2021 | 2 |
| DATA | TABLEAU SOFTWARE INC | 2 | 2 | 2.11% | 2.74% | 3.37% | Q1 2016 | Q2 2016 | 2 |
| JNPR | JUNIPER NETWORKS INC | 2 | 2 | 2.40% | 2.52% | 2.64% | Q4 2015 | Q1 2016 | 2 |
| PTON | PELOTON INTERACTIVE INC | 1 | 1 | 1.48% | 2.47% | 3.46% | Q1 2020 | Q1 2021 | 2 |
| DOUBLEDOWN INTERACTIVE... | 2 | 2 | 2.03% | 2.46% | 2.89% | Q3 2021 | Q4 2021 | 2 | |
| JDSU | JDS UNIPHASE CORP | 2 | 2 | 2.02% | 2.40% | 2.78% | Q1 2015 | Q2 2015 | 2 |
| NTES | NETEASE INC | 2 | 2 | 1.21% | 2.19% | 3.17% | Q1 2017 | Q2 2017 | 2 |
| MSFT | MICROSOFT CORP | 1 | 1 | 0.70% | 2.17% | 3.64% | Q2 2017 | Q4 2017 | 2 |
| BKNG | BOOKING HOLDINGS INC | 1 | 1 | 1.22% | 1.78% | 2.34% | Q2 2020 | Q4 2020 | 2 |
| LYFT | LYFT INC | 1 | 1 | 0.67% | 1.71% | 2.74% | Q4 2019 | Q4 2020 | 2 |
| OLED | UNIVERSAL DISPLAY CORP | 2 | 2 | 0.89% | 1.68% | 2.47% | Q3 2016 | Q4 2016 | 2 |
| EMC | E M C CORP MASS | 2 | 2 | 0.65% | 1.60% | 2.56% | Q4 2014 | Q1 2015 | 2 |
| GRPN | GROUPON INC | 2 | 2 | 0.27% | 1.49% | 2.70% | Q4 2014 | Q1 2015 | 2 |
| LNKD | LINKEDIN CORP | 2 | 2 | 0.81% | 1.47% | 2.12% | Q4 2014 | Q1 2015 | 2 |
| VG | VONAGE HLDGS CORP | 2 | 2 | 1.12% | 1.27% | 1.43% | Q4 2016 | Q1 2017 | 2 |
| ADTN | ADTRAN INC | 2 | 2 | 0.62% | 1.22% | 1.81% | Q4 2018 | Q1 2019 | 2 |
| ORCL | ORACLE CORP | 1 | 1 | 0.84% | 1.18% | 1.52% | Q4 2014 | Q2 2017 | 2 |
| JD | JD COM INC | 2 | 2 | 0.48% | 1.16% | 1.83% | Q4 2015 | Q1 2016 | 2 |
| PLAN | ANAPLAN INC | 1 | 1 | 0.97% | 1.08% | 1.19% | Q3 2019 | Q3 2020 | 2 |
| RHT | RED HAT INC | 1 | 1 | 0.68% | 1.07% | 1.46% | Q1 2016 | Q3 2016 | 2 |
| CBLK | CARBON BLACK INC | 2 | 2 | 0.74% | 1.05% | 1.36% | Q1 2019 | Q2 2019 | 2 |
| FTNT | FORTINET INC | 2 | 2 | 0.88% | 1.03% | 1.19% | Q3 2017 | Q4 2017 | 2 |
| MELI | MERCADOLIBRE INC | 2 | 2 | 0.78% | 1.00% | 1.23% | Q4 2020 | Q1 2021 | 2 |
| DVMT | DELL TECHNOLOGIES INC | 2 | 2 | 0.37% | 0.98% | 1.60% | Q4 2016 | Q1 2017 | 2 |
| YHOO | YAHOO INC | 1 | 1 | 0.66% | 0.97% | 1.28% | Q4 2014 | Q3 2015 | 2 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 1 | 1 | 0.79% | 0.96% | 1.14% | Q1 2020 | Q3 2020 | 2 |
| INTEQ | INTELSAT S A | 2 | 2 | 0.95% | 0.96% | 0.98% | Q2 2019 | Q3 2019 | 2 |
| WIN | WINDSTREAM HLDGS INC | 2 | 2 | 0.82% | 0.92% | 1.01% | Q2 2016 | Q3 2016 | 2 |
| SFLY | SHUTTERFLY INC | 1 | 1 | 0.65% | 0.79% | 0.94% | Q2 2015 | Q4 2015 | 2 |
| AQ | AQUANTIA CORP | 2 | 2 | 0.75% | 0.78% | 0.80% | Q4 2018 | Q1 2019 | 2 |
| ZNGA | ZYNGA INC - CL A | 2 | 2 | 0.45% | 0.77% | 1.08% | Q3 2015 | Q4 2015 | 2 |
| ZTO | ZTO EXPRESS CAYMAN INC | 2 | 2 | 0.62% | 0.76% | 0.90% | Q1 2020 | Q2 2020 | 2 |
| SNX | SYNNEX CORP | 1 | 1 | 0.46% | 0.73% | 1.00% | Q1 2015 | Q1 2018 | 2 |
| NIO | NIO INC | 1 | 1 | 0.35% | 0.70% | 1.05% | Q1 2019 | Q3 2020 | 2 |
| MDB | MONGODB INC | 2 | 2 | 0.44% | 0.69% | 0.93% | Q4 2017 | Q1 2018 | 2 |
| DT | DYNATRACE INC | 1 | 1 | 0.33% | 0.61% | 0.89% | Q2 2020 | Q4 2020 | 2 |
| AVPT | AVEPOINT INC | 2 | 2 | 0.55% | 0.60% | 0.66% | Q3 2021 | Q4 2021 | 2 |
| SINA | SINA CORP | 1 | 1 | 0.21% | 0.56% | 0.91% | Q2 2015 | Q2 2017 | 2 |
| SIMO | SILICON MOTION TECHNOL... | 1 | 1 | 0.24% | 0.52% | 0.79% | Q3 2015 | Q1 2017 | 2 |
| VSH | VISHAY INTERTECHNOLOGY... | 2 | 2 | 0.41% | 0.47% | 0.54% | Q1 2020 | Q2 2020 | 2 |
| VLDR | VELODYNE LIDAR INC | 2 | 2 | 0.31% | 0.45% | 0.58% | Q2 2021 | Q3 2021 | 2 |
| VRNS | VARONIS SYS INC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q1 2015 | Q2 2015 | 2 |
| SQ | SQUARE INC | 1 | 1 | 0.24% | 0.40% | 0.55% | Q1 2017 | Q1 2020 | 2 |
| ORGN | ORIGIN MATERIALS INC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q3 2021 | Q4 2021 | 2 |
| SPCE | VIRGIN GALACTIC HOLDIN... | 2 | 2 | 0.28% | 0.35% | 0.42% | Q2 2020 | Q3 2020 | 2 |
| IMPV | IMPERVA INC | 1 | 1 | 0.27% | 0.32% | 0.36% | Q1 2015 | Q2 2016 | 2 |
| SSNI | SILVER SPRING NETWORKS... | 1 | 1 | 0.22% | 0.31% | 0.39% | Q3 2016 | Q1 2017 | 2 |
| VDTH | VIDEOCON D2H LTD | 2 | 2 | 0.24% | 0.27% | 0.30% | Q2 2016 | Q3 2016 | 2 |
| DDOG | DATADOG INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q2 2020 | 2 |
| SNAP | SNAP INC | 2 | 2 | 0.17% | 0.21% | 0.26% | Q3 2019 | Q4 2019 | 2 |
| MOBL | MOBILEIRON INC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2014 | Q1 2015 | 2 |
| SQNS | SEQUANS COMMUNICATIONS... | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2017 | Q3 2017 | 2 |
| BV | BAZAARVOICE INC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q2 2016 | Q3 2016 | 2 |
| QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 8.98% | 8.98% | 8.98% | Q3 2015 | Q3 2015 | 1 |
| AVGO | BROADCOM LTD | 1 | 1 | 8.01% | 8.01% | 8.01% | Q4 2017 | Q4 2017 | 1 |
| GOOGL | GOOGLE INC | 1 | 1 | 6.98% | 6.98% | 6.98% | Q4 2014 | Q4 2014 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 4.80% | 4.80% | 4.80% | Q1 2020 | Q1 2020 | 1 |
| MAR | MARRIOTT INTL INC NEW | 1 | 1 | 4.77% | 4.77% | 4.77% | Q1 2016 | Q1 2016 | 1 |
| TSLA | TESLA INC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q2 2019 | Q2 2019 | 1 |
| BIDU | BAIDU INC | 1 | 1 | 3.34% | 3.34% | 3.34% | Q3 2018 | Q3 2018 | 1 |
| OSTK | OVERSTOCK COM INC DEL | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2017 | Q4 2017 | 1 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2021 | Q2 2021 | 1 |
| HOT | STARWOOD HOTELS&RESORT... | 1 | 1 | 3.08% | 3.08% | 3.08% | Q1 2016 | Q1 2016 | 1 |
| TWX | TIME WARNER INC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q3 2015 | Q3 2015 | 1 |
| EBAY | EBAY INC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q2 2015 | Q2 2015 | 1 |
| ACIA | ACACIA COMMUNICATIONS INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q2 2019 | Q2 2019 | 1 |
| SONY | SONY CORP | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2016 | Q4 2016 | 1 |
| IPHI | INPHI CORP | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2020 | Q3 2020 | 1 |
| TEAM | ATLASSIAN CORP PLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2019 | Q1 2019 | 1 |
| T | AT&T INC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2017 | Q4 2017 | 1 |
| MILE | METROMILE INC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q1 2021 | Q1 2021 | 1 |
| VIAC | VIACOMCBS INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2021 | Q1 2021 | 1 |
| IWM | ISHARES TR | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2014 | Q4 2014 | 1 |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2016 | Q3 2016 | 1 |
| CSOD | CORNERSTONE ONDEMAND INC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2017 | Q2 2017 | 1 |
| PENN | PENN NATL GAMING INC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2021 | Q1 2021 | 1 |
| ADI | ANALOG DEVICES INC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2015 | Q2 2015 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2020 | Q3 2020 | 1 |
| CHL | CHINA MOBILE LIMITED | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2015 | Q1 2015 | 1 |
| TWC | TIME WARNER CABLE INC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2015 | Q1 2015 | 1 |
| TASR | TASER INTL INC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2016 | Q3 2016 | 1 |
| FXI | ISHARES TR | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2017 | Q3 2017 | 1 |
| VNET | 21VIANET GROUP INC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2015 | Q1 2015 | 1 |
| STRONGHOLD DIGITAL MIN... | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2021 | Q4 2021 | 1 | |
| QCOM | QUALCOMM INC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2020 | Q2 2020 | 1 |
| HYG | ISHARES TR | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2020 | Q1 2020 | 1 |
| DELL | DELL TECHNOLOGIES INC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2019 | Q3 2019 | 1 |
| TWTR | TWITTER INC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2014 | Q4 2014 | 1 |
| FSLY | FASTLY INC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2020 | Q2 2020 | 1 |
| EEM | ISHARES TR | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2018 | Q3 2018 | 1 |
| GRAB HOLDINGS LIMITED | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2021 | Q4 2021 | 1 | |
| FSR | FISKER INC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2020 | Q4 2020 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2019 | Q1 2019 | 1 |
| LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2020 | Q3 2020 | 1 |
| FSLR | FIRST SOLAR INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2016 | Q3 2016 | 1 |
| AVCT | AMERICAN VRTUAL CLOUD ... | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2021 | Q3 2021 | 1 |
| HUBS | HUBSPOT INC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2016 | Q4 2016 | 1 |
| USO | UNITED STS OIL FD LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2020 | Q2 2020 | 1 |
| ARRS | ARRIS INTL INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2016 | Q3 2016 | 1 |
| HIMX | HIMAX TECHNOLOGIES INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2017 | Q3 2017 | 1 |
| NTGR | NETGEAR | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2017 | Q2 2017 | 1 |
| GREENIDGE GENERATION H... | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2021 | Q4 2021 | 1 | |
| TYL | TYLER TECHNOLOGIES INC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2016 | Q2 2016 | 1 |
| HPQ | HEWLETT PACKARD CO | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2014 | Q4 2014 | 1 |
| QS | QUANTUMSCAPE CORP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
| STNE | STONECO LTD | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
| ESTC | ELASTIC N V | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2020 | Q2 2020 | 1 |
| V | VISA INC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2017 | Q4 2017 | 1 |
| XLNX | XILINX INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2017 | Q3 2017 | 1 |
| ORCL | ORACLE CORP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2016 | Q2 2016 | 1 |
| FROG | JFROG LTD | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
| GNCA | GENOCEA BIOSCIENCES INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
| DXJ | WISDOMTREE TR | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2016 | Q2 2016 | 1 |
| SAAS | INCONTACT INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2016 | Q1 2016 | 1 |
| MYNARIC AG | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 | |
| GAMBLING COM GROUP LIM... | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2021 | Q3 2021 | 1 | |
| PI | IMPINJ INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2017 | Q1 2017 | 1 |
| GPRO | GOPRO INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2016 | Q3 2016 | 1 |
| JBL | JABIL CIRCUIT INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
| NYT | NEW YORK TIMES CO | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2018 | Q4 2018 | 1 |
| FWONK | LIBERTY MEDIA CORP DEL | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2020 | Q3 2020 | 1 |
| BB | BLACKBERRY LTD | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2017 | Q2 2017 | 1 |
| MYCC | CLUBCORP HLDGS INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2014 | Q4 2014 | 1 |
| TWX | TIME WARNER INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2014 | Q4 2014 | 1 |
| TER | TERADYNE INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2017 | Q3 2017 | 1 |
| ATML | ATMEL CORP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2014 | Q4 2014 | 1 |
| AMAT | APPLIED MATLS INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2016 | Q3 2016 | 1 |
| QLIK | QLIK TECHNOLOGIES INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2015 | Q2 2015 | 1 |
| FUBO | FUBOTV INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
| VIP | VIMPELCOM LTD | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2016 | Q3 2016 | 1 |
| CAMP | CALAMP CORP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2016 | Q3 2016 | 1 |
| LUMN | CENTURYLINK INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2017 | Q4 2017 | 1 |
| GWRE | GUIDEWIRE SOFTWARE INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
| IDN | INTELLICHECK INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
| NPTN | NEOPHOTONICS CORP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
| HIMX | HIMAX TECHNOLOGIES INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2017 | Q4 2017 | 1 |
| YEXT | YEXT INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2018 | Q1 2018 | 1 |
| PLTR | PALANTIR TECHNOLOGIES INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
| ASML | ASML HOLDING N V | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2016 | Q2 2016 | 1 |
| ALRM | ALARM COM HLDGS INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2015 | Q2 2015 | 1 |
| CIEN | CIENA CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
| MAXR | MAXAR TECHNOLOGIES INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2019 | Q1 2019 | 1 |
| CCOI | COGENT COMMUNICATIONS ... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2016 | Q2 2016 | 1 |
| GPRO | GOPRO INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2015 | Q2 2015 | 1 |
| WOLFSPEED INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 | |
| AXTI | AXT INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2018 | Q2 2018 | 1 |
| SYNA | SYNAPTICS INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2015 | Q1 2015 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2016 | Q1 2016 | 1 |
| ASAN | ASANA INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
| NET | CLOUDFLARE INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
| VUZI | VUZIX CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
| HAR | HARMAN INTL INDS INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2015 | Q1 2015 | 1 |
| NOK | NOKIA CORP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
| ITI | ITERIS INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
| GPAQ | GORDON POINTE ACQUISIT... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
| LOCK | LIFELOCK INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
| CDK | CDK GLOBAL INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
| CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
| COUP | COUPA SOFTWARE INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
| RFMD | RF MICRODEVICES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
| ETSY | ETSY INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
| TMUS | T MOBILE US INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
| RAX | RACKSPACE HOSTING INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
| ATEN | A10 NETWORKS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
| PPDF | PPDAI GROUP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
| FH | FORM HLDGS CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
| QUAD | QUAD / GRAPHICS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
| TRCO | TRIBUNE MEDIA CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
| EMKR | EMCORE CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
| RATE | BANKRATE INC DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
| PAYS | PAYSIGN INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
| ENPH | ENPHASE ENERGY INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
| TNAV | TELENAV INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
| XSPA | XPRESSA GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
| GPAQW | GORDON POINTE ACQUISIT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
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The securities at the top of the list , including HEMISPHERE MEDIA GROUP INC, FIREEYE INC, and CIENA CORP, are the highest-conviction holdings of BOARDMAN BAY CAPITAL MANAGEMENT LLC.
The conviction is calculated by counting the number of quarters a security has been reported by BOARDMAN BAY CAPITAL MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BOARDMAN BAY CAPITAL MANAGEMENT LLC owns currently or has owned in the past.