BOARDMAN BAY CAPITAL MANAGEMENT LLC - Q1 2021 holdings

$65 Million is the total value of BOARDMAN BAY CAPITAL MANAGEMENT LLC's 49 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .

 Value Shares↓ Weighting
PANW  PALO ALTO NETWORKS INC$100,000
-97.2%
10,0000.0%0.15%
-95.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2022-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
HEMISPHERE MEDIA GROUP INC29Q4 20212.2%
FIREEYE INC26Q3 20214.1%
CIENA CORP21Q4 20218.1%
LUMENTUM HLDGS INC20Q4 20217.7%
AKMAI TECHNOLOGIES INC20Q2 20207.0%
WESTERN DIGITAL CORP.19Q4 20215.3%
PALO ALTO NETWORKS INC19Q3 20214.6%
MACOM TECH SOLUTIONS HLDGS I19Q1 20216.1%
INTERXION HOLDING N.V19Q3 20193.4%
MAGNACHIP SEMICONDUCTOR CORP19Q1 20212.5%

View BOARDMAN BAY CAPITAL MANAGEMENT LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR/A2022-02-14
13F-HR2022-02-14
13F-HR2021-11-15
13F-HR/A2021-08-16
13F-HR2021-08-16
13F-HR2021-05-17
13F-HR2021-02-16
13F-HR2020-11-16
13F-HR2020-08-14
13F-HR2020-05-15

View BOARDMAN BAY CAPITAL MANAGEMENT LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (64996000.0 != 64998000.0)
  • The reported has been restated
  • The reported has been amended

Export BOARDMAN BAY CAPITAL MANAGEMENT LLC's holdings